Cascade Financial Partners, LLC Q2 2024 Filing

Filed July 31, 2024

Portfolio Value

$760.6B

Holdings

233

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (233 positions)

#StockSharesValue% PortfolioType
201
HDHOME DEPOT INC
3,141$1K0.00%
202
CSXCSX CORP
34,410$1K0.00%
203
TXNTEXAS INSTRS INC
7,075$1K0.00%
204
AVDEAMERICAN CENTY ETF TR
29,245$1K0.00%
205
INTCINTEL CORP
36,261$1K0.00%
206
AFLAFLAC INC
13,597$1K0.00%
207
JNJJOHNSON & JOHNSON
8,252$1K0.00%
208
DLNWISDOMTREE TR
17,577$1K0.00%
209
DGRWWISDOMTREE TR
23,541$1K0.00%
210
IBMINTERNATIONAL BUSINESS MACHS
7,434$1K0.00%
211
VBVANGUARD INDEX FDS
5,779$1K0.00%
212
VOOVANGUARD INDEX FDS
2,908$1K0.00%
213
COSTCOSTCO WHSL CORP NEW
1,798$1K0.00%
214
GQ9SPDR GOLD TR
5,790$1K0.00%
215
MAMASTERCARD INCORPORATED
2,616$1K0.00%
216
AQLTISHARES TR
15,250$1K0.00%
217
IEIISHARES TR
17,054$1K0.00%
218
AVUVAMERICAN CENTY ETF TR
21,616$1K0.00%
219
NEENEXTERA ENERGY INC
25,645$1K0.00%
220
EPIWISDOMTREE TR
23,999$1K0.00%
221
DFATDIMENSIONAL ETF TRUST
37,346$1K0.00%
222
MRKMERCK & CO INC
15,172$1K0.00%
223
BCCCGLOBAL X FDS
27,603$1K0.00%
224
SPYMSPDR SER TR
22,183$1K0.00%
225
EPDENTERPRISE PRODS PARTNERS L
35,809$1K0.00%
226
ESGDISHARES TR
14,414$1K0.00%
227
IWFISHARES TR
4,547$1K0.00%
228
TMTOYOTA MOTOR CORP
7,430$1K0.00%
229
IDV*ISHARES TR
64,388$1K0.00%
230
LQDISHARES TR
10,308$1K0.00%
231
ROKROCKWELL AUTOMATION INC
3,660$1K0.00%
232
EWXSPDR INDEX SHS FDS
27,045$1K0.00%
233
VXFVANGUARD INDEX FDS
7,425$1K0.00%
PreviousPage 3 of 3