WBH ADVISORY INC Q2 2024 Filing
Filed July 11, 2024
Portfolio Value
$988.0B
Holdings
310
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (310 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VGTVANGUARD WORLD FD | 98,469 | $56K | 0.00% | |
| 2 | VTIVANGUARD INDEX FDS | 161,061 | $43K | 0.00% | |
| 3 | SCHBSCHWAB STRATEGIC TR | 637,630 | $40K | 0.00% | |
| 4 | VXUSVANGUARD STAR FDS | 476,803 | $28K | 0.00% | |
| 5 | XLKSELECT SECTOR SPDR TR | 123,774 | $28K | 0.00% | |
| 6 | VGSHVANGUARD SCOTTSDALE FDS | 439,098 | $25K | 0.00% | |
| 7 | SPYMSPDR SER TR | 321,886 | $20K | 0.00% | |
| 8 | VBVANGUARD INDEX FDS | 93,641 | $20K | 0.00% | |
| 9 | FBNDFIDELITY MERRIMACK STR TR | 443,613 | $19K | 0.00% | |
| 10 | VHTVANGUARD WORLD FD | 74,472 | $19K | 0.00% | |
| 11 | AQLTISHARES TR | 264,684 | $19K | 0.00% | |
| 12 | SCHXSCHWAB STRATEGIC TR | 287,871 | $18K | 0.00% | |
| 13 | SCHGSCHWAB STRATEGIC TR | 183,019 | $18K | 0.00% | |
| 14 | MSFTMICROSOFT CORP | 37,440 | $16K | 0.00% | |
| 15 | AAPLAPPLE INC | 73,697 | $15K | 0.00% | |
| 16 | IVVISHARES TR | 27,591 | $15K | 0.00% | |
| 17 | XLYSELECT SECTOR SPDR TR | 85,485 | $15K | 0.00% | |
| 18 | BNDVANGUARD BD INDEX FDS | 197,088 | $14K | 0.00% | |
| 19 | XLCSELECT SECTOR SPDR TR | 154,002 | $13K | 0.00% | |
| 20 | SCHFSCHWAB STRATEGIC TR | 331,697 | $12K | 0.00% | |
| 21 | XLVSELECT SECTOR SPDR TR | 84,156 | $12K | 0.00% | |
| 22 | ITOTISHARES TR | 106,146 | $12K | 0.00% | |
| 23 | VGITVANGUARD SCOTTSDALE FDS | 222,266 | $12K | 0.00% | |
| 24 | VCSHVANGUARD SCOTTSDALE FDS | 146,905 | $11K | 0.00% | |
| 25 | VFHVANGUARD WORLD FD | 119,495 | $11K | 0.00% | |
| 26 | QUALISHARES TR | 69,763 | $11K | 0.00% | |
| 27 | XLFSELECT SECTOR SPDR TR | 269,823 | $11K | 0.00% | |
| 28 | SPSMSPDR SER TR | 271,546 | $11K | 0.00% | |
| 29 | XLISELECT SECTOR SPDR TR | 87,439 | $10K | 0.00% | |
| 30 | SPMDSPDR SER TR | 192,262 | $9K | 0.00% | |
| 31 | VTVANGUARD INTL EQUITY INDEX F | 82,798 | $9K | 0.00% | |
| 32 | BSVVANGUARD BD INDEX FDS | 115,880 | $8K | 0.00% | |
| 33 | LLYELI LILLY & CO | 9,785 | $8K | 0.00% | |
| 34 | XLESELECT SECTOR SPDR TR | 97,117 | $8K | 0.00% | |
| 35 | VTVVANGUARD INDEX FDS | 54,424 | $8K | 0.00% | |
| 36 | QQQMINVESCO EXCH TRADED FD TR II | 35,973 | $7K | 0.00% | |
| 37 | SPYSPDR S&P 500 ETF TR | 14,632 | $7K | 0.00% | |
| 38 | LQDISHARES TR | 68,502 | $7K | 0.00% | |
| 39 | VOOVVANGUARD ADMIRAL FDS INC | 41,635 | $7K | 0.00% | |
| 40 | BRK/BBERKSHIRE HATHAWAY INC DEL | 18,843 | $7K | 0.00% | |
| 41 | IEMGISHARES INC | 116,578 | $6K | 0.00% | |
| 42 | PGPROCTER AND GAMBLE CO | 38,817 | $6K | 0.00% | |
| 43 | SPGPINVESCO EXCHANGE TRADED FD T | 51,246 | $5K | 0.00% | |
| 44 | MBBISHARES TR | 64,245 | $5K | 0.00% | |
| 45 | VEUVANGUARD INTL EQUITY INDEX F | 97,764 | $5K | 0.00% | |
| 46 | NDQINVESCO QQQ TR | 10,196 | $4K | 0.00% | |
| 47 | XLFISELECT SECTOR SPDR TR | 56,601 | $4K | 0.00% | |
| 48 | GOOGLALPHABET INC | 26,664 | $4K | 0.00% | |
| 49 | PEPPEPSICO INC | 26,291 | $4K | 0.00% | |
| 50 | CGCPCAPITAL GRP FIXED INCM ETF T | 220,726 | $4K | 0.00% | |
| 51 | SPDWSPDR INDEX SHS FDS | 117,387 | $4K | 0.00% | |
| 52 | SCHASCHWAB STRATEGIC TR | 90,882 | $4K | 0.00% | |
| 53 | IXUSISHARES TR | 70,030 | $4K | 0.00% | |
| 54 | JNJJOHNSON & JOHNSON | 28,304 | $4K | 0.00% | |
| 55 | SCHESCHWAB STRATEGIC TR | 179,055 | $4K | 0.00% | |
| 56 | NEARISHARES U S ETF TR | 97,638 | $4K | 0.00% | |
| 57 | COSTCOSTCO WHSL CORP NEW | 5,702 | $4K | 0.00% | |
| 58 | BINCBLACKROCK ETF TRUST II | 78,094 | $4K | 0.00% | |
| 59 | VOXVANGUARD WORLD FD | 32,879 | $4K | 0.00% | |
| 60 | IJRISHARES TR | 36,104 | $3K | 0.00% | |
| 61 | IYWISHARES TR | 26,142 | $3K | 0.00% | |
| 62 | SCHDSCHWAB STRATEGIC TR | 42,281 | $3K | 0.00% | |
| 63 | SCHOSCHWAB STRATEGIC TR | 67,037 | $3K | 0.00% | |
| 64 | IVWISHARES TR | 36,636 | $3K | 0.00% | |
| 65 | VWOVANGUARD INTL EQUITY INDEX F | 70,442 | $3K | 0.00% | |
| 66 | AMZNAMAZON COM INC | 16,386 | $3K | 0.00% | |
| 67 | MCDMCDONALDS CORP | 15,521 | $3K | 0.00% | |
| 68 | DGROISHARES TR | 39,148 | $2K | 0.00% | |
| 69 | VOOVANGUARD INDEX FDS | 4,050 | $2K | 0.00% | |
| 70 | XLBSELECT SECTOR SPDR TR | 28,931 | $2K | 0.00% | |
| 71 | VDCVANGUARD WORLD FD | 11,683 | $2K | 0.00% | |
| 72 | XLUSELECT SECTOR SPDR TR | 37,655 | $2K | 0.00% | |
| 73 | VTEBVANGUARD MUN BD FDS | 56,731 | $2K | 0.00% | |
| 74 | VDEVANGUARD WORLD FD | 16,919 | $2K | 0.00% | |
| 75 | VNQVANGUARD INDEX FDS | 28,819 | $2K | 0.00% | |
| 76 | CSCOCISCO SYS INC | 46,731 | $2K | 0.00% | |
| 77 | SCHMSCHWAB STRATEGIC TR | 26,544 | $2K | 0.00% | |
| 78 | VPUVANGUARD WORLD FD | 14,542 | $2K | 0.00% | |
| 79 | VISVANGUARD WORLD FD | 12,065 | $2K | 0.00% | |
| 80 | XLRESELECT SECTOR SPDR TR | 57,149 | $2K | 0.00% | |
| 81 | DISDISNEY WALT CO | 22,026 | $2K | 0.00% | |
| 82 | GOOGALPHABET INC | 14,427 | $2K | 0.00% | |
| 83 | EFAISHARES TR | 30,136 | $2K | 0.00% | |
| 84 | JPMJPMORGAN CHASE & CO. | 11,973 | $2K | 0.00% | |
| 85 | TFISPDR SER TR | 28,851 | $1K | 0.00% | |
| 86 | IAU*ISHARES GOLD TR | 39,534 | $1K | 0.00% | |
| 87 | VVISA INC | 7,025 | $1K | 0.00% | |
| 88 | METAMETA PLATFORMS INC | 3,591 | $1K | 0.00% | |
| 89 | VIGVANGUARD SPECIALIZED FUNDS | 8,171 | $1K | 0.00% | |
| 90 | NSCNORFOLK SOUTHN CORP | 4,876 | $1K | 0.00% | |
| 91 | IUSBISHARES TR | 41,269 | $1K | 0.00% | |
| 92 | YUMYUM BRANDS INC | 13,563 | $1K | 0.00% | |
| 93 | CVXCHEVRON CORP NEW | 9,268 | $1K | 0.00% | |
| 94 | CATCATERPILLAR INC | 5,722 | $1K | 0.00% | |
| 95 | ESGUISHARES TR | 9,671 | $1K | 0.00% | |
| 96 | VCRVANGUARD WORLD FD | 5,516 | $1K | 0.00% | |
| 97 | AQLTISHARES TR | 11,399 | $1K | 0.00% | |
| 98 | MAMASTERCARD INCORPORATED | 3,460 | $1K | 0.00% | |
| 99 | ABTABBOTT LABS | 10,378 | $1K | 0.00% | |
| 100 | KMBKIMBERLY-CLARK CORP | 7,843 | $1K | 0.00% |
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