WBH ADVISORY INC Q1 2023 Filing
Filed April 20, 2023
Portfolio Value
$800.8B
Holdings
296
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (296 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VGTVANGUARD WORLD FDS | 105,310 | $40K | 0.00% | |
| 2 | VTIVANGUARD INDEX FDS | 168,072 | $34K | 0.00% | |
| 3 | SCHBSCHWAB STRATEGIC TR | 527,604 | $25K | 0.00% | |
| 4 | VXUSVANGUARD STAR FDS | 452,404 | $24K | 0.00% | |
| 5 | VHTVANGUARD WORLD FDS | 77,380 | $18K | 0.00% | |
| 6 | XLKSELECT SECTOR SPDR TR | 123,369 | $18K | 0.00% | |
| 7 | VBVANGUARD INDEX FDS | 82,587 | $15K | 0.00% | |
| 8 | AQLTISHARES TR | 225,041 | $15K | 0.00% | |
| 9 | BNDVANGUARD BD INDEX FDS | 189,788 | $14K | 0.00% | |
| 10 | SCHGSCHWAB STRATEGIC TR | 216,649 | $14K | 0.00% | |
| 11 | FBNDFIDELITY MERRIMACK STR TR | 293,563 | $13K | 0.00% | |
| 12 | SPYMSPDR SER TR | 279,085 | $13K | 0.00% | |
| 13 | SCHXSCHWAB STRATEGIC TR | 279,015 | $13K | 0.00% | |
| 14 | VGSHVANGUARD SCOTTSDALE FDS | 205,808 | $12K | 0.00% | |
| 15 | AAPLAPPLE INC | 72,304 | $11K | 0.00% | |
| 16 | MSFTMICROSOFT CORP | 39,811 | $11K | 0.00% | |
| 17 | VGITVANGUARD SCOTTSDALE FDS | 176,021 | $10K | 0.00% | |
| 18 | XLYSELECT SECTOR SPDR TR | 72,813 | $10K | 0.00% | |
| 19 | XLVSELECT SECTOR SPDR TR | 80,580 | $10K | 0.00% | |
| 20 | VTVANGUARD INTL EQUITY INDEX F | 102,578 | $9K | 0.00% | |
| 21 | ITOTISHARES TR | 107,926 | $9K | 0.00% | |
| 22 | VFHVANGUARD WORLD FDS | 112,757 | $8K | 0.00% | |
| 23 | SCHFSCHWAB STRATEGIC TR | 234,893 | $8K | 0.00% | |
| 24 | VCSHVANGUARD SCOTTSDALE FDS | 107,236 | $8K | 0.00% | |
| 25 | SPSMSPDR SER TR | 234,885 | $8K | 0.00% | |
| 26 | IVVISHARES TR | 21,483 | $8K | 0.00% | |
| 27 | BSVVANGUARD BD INDEX FDS | 104,462 | $7K | 0.00% | |
| 28 | IEMGISHARES INC | 158,176 | $7K | 0.00% | |
| 29 | XLFSELECT SECTOR SPDR TR | 227,909 | $7K | 0.00% | |
| 30 | XLESELECT SECTOR SPDR TR | 95,243 | $7K | 0.00% | |
| 31 | SPMDSPDR SER TR | 163,340 | $7K | 0.00% | |
| 32 | XLCSELECT SECTOR SPDR TR | 137,324 | $7K | 0.00% | |
| 33 | VTVVANGUARD INDEX FDS | 47,168 | $6K | 0.00% | |
| 34 | MBBISHARES TR | 66,989 | $6K | 0.00% | |
| 35 | JNJJOHNSON & JOHNSON | 39,338 | $6K | 0.00% | |
| 36 | SPYSPDR S&P 500 ETF TR | 16,459 | $6K | 0.00% | |
| 37 | XLISELECT SECTOR SPDR TR | 68,227 | $6K | 0.00% | |
| 38 | VOOVVANGUARD ADMIRAL FDS INC | 39,717 | $5K | 0.00% | |
| 39 | SCHVSCHWAB STRATEGIC TR | 89,748 | $5K | 0.00% | |
| 40 | BRK/BBERKSHIRE HATHAWAY INC DEL | 18,772 | $5K | 0.00% | |
| 41 | PEPPEPSICO INC | 28,681 | $5K | 0.00% | |
| 42 | FEZSPDR INDEX SHS FDS | 131,159 | $5K | 0.00% | |
| 43 | AGGISHARES TR | 58,590 | $5K | 0.00% | |
| 44 | PGPROCTER AND GAMBLE CO | 39,679 | $5K | 0.00% | |
| 45 | XLFISELECT SECTOR SPDR TR | 66,597 | $4K | 0.00% | |
| 46 | MCDMCDONALDS CORP | 17,283 | $4K | 0.00% | |
| 47 | VEUVANGUARD INTL EQUITY INDEX F | 75,464 | $4K | 0.00% | |
| 48 | DGROISHARES TR | 80,037 | $4K | 0.00% | |
| 49 | QUALISHARES TR | 33,980 | $4K | 0.00% | |
| 50 | QQQMINVESCO EXCH TRADED FD TR II | 35,703 | $4K | 0.00% | |
| 51 | LLYLILLY ELI & CO | 11,796 | $4K | 0.00% | |
| 52 | LQDISHARES TR | 42,094 | $4K | 0.00% | |
| 53 | SCHESCHWAB STRATEGIC TR | 155,705 | $3K | 0.00% | |
| 54 | NDQINVESCO QQQ TR | 11,224 | $3K | 0.00% | |
| 55 | NEARISHARES U S ETF TR | 74,931 | $3K | 0.00% | |
| 56 | SPGPINVESCO EXCHANGE TRADED FD T | 38,073 | $3K | 0.00% | |
| 57 | SCHASCHWAB STRATEGIC TR | 83,912 | $3K | 0.00% | |
| 58 | SPDWSPDR INDEX SHS FDS | 102,389 | $3K | 0.00% | |
| 59 | VOXVANGUARD WORLD FDS | 33,776 | $3K | 0.00% | |
| 60 | IVWISHARES TR | 47,780 | $3K | 0.00% | |
| 61 | IJRISHARES TR | 34,274 | $3K | 0.00% | |
| 62 | IXUSISHARES TR | 62,200 | $3K | 0.00% | |
| 63 | COSTCOSTCO WHSL CORP NEW | 6,343 | $3K | 0.00% | |
| 64 | VNQVANGUARD INDEX FDS | 44,505 | $3K | 0.00% | |
| 65 | XLRESELECT SECTOR SPDR TR | 68,997 | $2K | 0.00% | |
| 66 | XLBSELECT SECTOR SPDR TR | 33,215 | $2K | 0.00% | |
| 67 | EFAISHARES TR | 37,749 | $2K | 0.00% | |
| 68 | GSLCGOLDMAN SACHS ETF TR | 24,757 | $2K | 0.00% | |
| 69 | XLUSELECT SECTOR SPDR TR | 36,716 | $2K | 0.00% | |
| 70 | IUSBISHARES TR | 48,315 | $2K | 0.00% | |
| 71 | NKENIKE INC | 23,110 | $2K | 0.00% | |
| 72 | YUMYUM BRANDS INC | 15,461 | $2K | 0.00% | |
| 73 | IYWISHARES TR | 29,311 | $2K | 0.00% | |
| 74 | LDURPIMCO ETF TR | 24,058 | $2K | 0.00% | |
| 75 | MRKMERCK & CO INC | 19,803 | $2K | 0.00% | |
| 76 | SCHOSCHWAB STRATEGIC TR | 51,003 | $2K | 0.00% | |
| 77 | CSCOCISCO SYS INC | 53,055 | $2K | 0.00% | |
| 78 | SCHDSCHWAB STRATEGIC TR | 36,953 | $2K | 0.00% | |
| 79 | DISDISNEY WALT CO | 27,009 | $2K | 0.00% | |
| 80 | TFISPDR SER TR | 51,680 | $2K | 0.00% | |
| 81 | IVEISHARES TR | 16,417 | $2K | 0.00% | |
| 82 | VISVANGUARD WORLD FDS | 11,877 | $2K | 0.00% | |
| 83 | MUBISHARES TR | 22,121 | $2K | 0.00% | |
| 84 | VDEVANGUARD WORLD FDS | 18,322 | $2K | 0.00% | |
| 85 | SUISUN CMNTYS INC | 14,414 | $2K | 0.00% | |
| 86 | MCXMCCORMICK & CO INC | 28,985 | $2K | 0.00% | |
| 87 | CMICUMMINS INC | 8,653 | $2K | 0.00% | |
| 88 | VPUVANGUARD WORLD FDS | 17,764 | $2K | 0.00% | |
| 89 | GOOGLALPHABET INC | 28,683 | $2K | 0.00% | |
| 90 | SCHHSCHWAB STRATEGIC TR | 61,145 | $1K | 0.00% | |
| 91 | PFEPFIZER INC | 41,017 | $1K | 0.00% | |
| 92 | HEFAISHARES TR | 44,142 | $1K | 0.00% | |
| 93 | IAU*ISHARES GOLD TR | 50,113 | $1K | 0.00% | |
| 94 | AMZNAMAZON COM INC | 17,407 | $1K | 0.00% | |
| 95 | VVISA INC | 5,992 | $1K | 0.00% | |
| 96 | IEFISHARES TR | 13,179 | $1K | 0.00% | |
| 97 | VIGVANGUARD SPECIALIZED FUNDS | 7,421 | $1K | 0.00% | |
| 98 | PSAPUBLIC STORAGE | 4,283 | $1K | 0.00% | |
| 99 | NSCNORFOLK SOUTHN CORP | 5,563 | $1K | 0.00% | |
| 100 | CVXCHEVRON CORP NEW | 10,301 | $1K | 0.00% |
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