Cascade Financial Partners, LLC Q3 2024 Filing

Filed October 25, 2024

Portfolio Value

$797.9B

Holdings

238

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (238 positions)

#StockSharesValue% PortfolioType
201
IEIISHARES TR
17,239$2K0.00%
202
NDQINVESCO QQQ TR
5,629$2K0.00%
203
ITWILLINOIS TOOL WKS INC
10,506$2K0.00%
204
ITOTISHARES TR
18,802$2K0.00%
205
AGGISHARES TR
20,644$2K0.00%
206
FLOTISHARES TR
56,617$2K0.00%
207
BCCCGLOBAL X FDS
29,553$1K0.00%
208
SPYMSPDR SER TR
22,229$1K0.00%
209
EPDENTERPRISE PRODS PARTNERS L
35,809$1K0.00%
210
ESGDISHARES TR
14,414$1K0.00%
211
AQLTISHARES TR
24,763$1K0.00%
212
COSTCOSTCO WHSL CORP NEW
1,810$1K0.00%
213
EPIWISDOMTREE TR
25,880$1K0.00%
214
VOOVANGUARD INDEX FDS
2,879$1K0.00%
215
ACNACCENTURE PLC IRELAND
3,272$1K0.00%
216
DLNWISDOMTREE TR
17,577$1K0.00%
217
JNJJOHNSON & JOHNSON
8,514$1K0.00%
218
WTAIWISDOMTREE TR
53,370$1K0.00%
219
MAMASTERCARD INCORPORATED
2,356$1K0.00%
220
GQ9SPDR GOLD TR
5,740$1K0.00%
221
IDV*ISHARES TR
65,888$1K0.00%
222
IWFISHARES TR
4,397$1K0.00%
223
TMTOYOTA MOTOR CORP
7,430$1K0.00%
224
TXNTEXAS INSTRS INC
7,075$1K0.00%
225
CSXCSX CORP
34,410$1K0.00%
226
LQDISHARES TR
10,015$1K0.00%
227
HDHOME DEPOT INC
3,171$1K0.00%
228
MRSHMARSH & MCLENNAN COS INC
5,136$1K0.00%
229
VBVANGUARD INDEX FDS
5,779$1K0.00%
230
IBMINTERNATIONAL BUSINESS MACHS
7,434$1K0.00%
231
AVDVAMERICAN CENTY ETF TR
16,484$1K0.00%
232
EWXSPDR INDEX SHS FDS
27,045$1K0.00%
233
VXFVANGUARD INDEX FDS
7,364$1K0.00%
234
AVLVAMERICAN CENTY ETF TR
22,502$1K0.00%
235
PSCTINVESCO EXCH TRADED FD TR II
21,711$1K0.00%
236
AFLAFLAC INC
13,437$1K0.00%
237
MRKMERCK & CO INC
15,400$1K0.00%
238
NEENEXTERA ENERGY INC
23,685$1K0.00%
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