HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD BD INDEX FDS (BSV) |
169,754 | -6,356 | $13,015 |
| BSV | 169,754 | -6,356 | $13,015 |
| VANGUARD SCOTTSDALE FDS (VCSH) |
82,693 | -464 | $6,393 |
| VCSH | 82,693 | -464 | $6,393 |
| VANGUARD INDEX FDS (VTV) |
38,380 | -1,024 | $6,251 |
| VTV | 38,380 | -1,024 | $6,251 |
| VANGUARD INDEX FDS (VUG) |
15,278 | +678 | $5,259 |
| VUG | 15,278 | +678 | $5,259 |
| VANGUARD STAR FDS (VXUS) |
80,239 | -1,522 | $4,838 |
| VXUS | 80,239 | -1,522 | $4,838 |
| VANGUARD BD INDEX FDS (BIV) |
56,494 | +16,089 | $4,260 |
| BIV | 56,494 | +16,089 | $4,260 |
| VANGUARD INDEX FDS (VOE) |
20,951 | +919 | $3,267 |
| VOE | 20,951 | +919 | $3,267 |
| NVIDIA CORPORATION |
3,445 | +34 | $3,112 |
| NVDA | 3,445 | +34 | $3,112 |
| WALMART INC |
44,846 | +29,837 | $2,698 |
| WMT | 44,846 | +29,837 | $2,698 |
| DIMENSIONAL ETF TRUST (DFLV) |
76,780 | +33,500 | $2,303 |
| DFLV | 76,780 | +33,500 | $2,303 |
| VANGUARD MUN BD FDS (VTEB) |
44,640 | +2,755 | $2,259 |
| VTEB | 44,640 | +2,755 | $2,259 |
| EXXON MOBIL CORP |
16,826 | +201 | $1,956 |
| XOM | 16,826 | +201 | $1,956 |
| PROCTER AND GAMBLE CO |
11,988 | -581 | $1,945 |
| PG | 11,988 | -581 | $1,945 |
| DIMENSIONAL ETF TRUST (DFAI) |
63,515 | +23,091 | $1,919 |
| DFAI | 63,515 | +23,091 | $1,919 |
| VANGUARD INDEX FDS (VOT) |
8,135 | +442 | $1,918 |
| VOT | 8,135 | +442 | $1,918 |
| VANGUARD INDEX FDS (VBR) |
9,807 | -137 | $1,882 |
| VBR | 9,807 | -137 | $1,882 |
| APPLE INC |
10,401 | +402 | $1,784 |
| AAPL | 10,401 | +402 | $1,784 |
| ELI LILLY & CO |
2,292 | +2 | $1,783 |
| LLY | 2,292 | +2 | $1,783 |
| VANGUARD INDEX FDS (VV) |
5,715 | -276 | $1,370 |
| VV | 5,715 | -276 | $1,370 |
| VANGUARD INDEX FDS (VO) |
5,458 | -295 | $1,364 |
| VO | 5,458 | -295 | $1,364 |
| VANGUARD INDEX FDS (VBK) |
5,116 | +471 | $1,334 |
| VBK | 5,116 | +471 | $1,334 |
| VANGUARD MALVERN FDS (VTIP) |
24,164 | -1,810 | $1,157 |
| VTIP | 24,164 | -1,810 | $1,157 |
| CADENCE BANK |
35,127 | -152 | $1,019 |
| CADE | 35,127 | -152 | $1,019 |
| DIMENSIONAL ETF TRUST (DFAE) |
41,000 | +21,199 | $1,014 |
| DFAE | 41,000 | +21,199 | $1,014 |
| ABBVIE INC |
5,240 | UNCH | $954 |
| ABBV | 5,240 | UNCH | $954 |
| DIMENSIONAL ETF TRUST (DFUV) |
22,696 | -139 | $928 |
| DFUV | 22,696 | -139 | $928 |
| VANGUARD INDEX FDS (VOO) |
1,889 | +49 | $908 |
| VOO | 1,889 | +49 | $908 |
| VANGUARD INDEX FDS (VNQ) |
10,147 | -239 | $878 |
| VNQ | 10,147 | -239 | $878 |
| DIMENSIONAL ETF TRUST (DFUS) |
14,605 | -585 | $832 |
| DFUS | 14,605 | -585 | $832 |
| MURPHY OIL CORP |
18,079 | -946 | $826 |
| MUR | 18,079 | -946 | $826 |
| FIDELITY WISE ORIGIN BITCOIN |
12,839 | +12,839 | $797 |
| FBTC | 12,839 | +12,839 | $797 |
| MICROSOFT CORP |
1,881 | UNCH | $791 |
| MSFT | 1,881 | UNCH | $791 |
| VANGUARD INDEX FDS (VB) |
3,460 | -61 | $791 |
| VB | 3,460 | -61 | $791 |
| ARK 21SHARES BITCOIN ETF (ARKB) |
11,118 | +11,118 | $789 |
| ARKB | 11,118 | +11,118 | $789 |
| PEPSICO INC |
4,328 | UNCH | $757 |
| PEP | 4,328 | UNCH | $757 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
17,160 | -454 | $717 |
| VWO | 17,160 | -454 | $717 |
| DIMENSIONAL ETF TRUST (DFIV) |
19,165 | +5,411 | $704 |
| DFIV | 19,165 | +5,411 | $704 |
| CATERPILLAR INC |
1,849 | +13 | $678 |
| CAT | 1,849 | +13 | $678 |
| SIMMONS 1ST NATL CORP |
33,746 | UNCH | $657 |
| SFNC | 33,746 | UNCH | $657 |
| DIMENSIONAL ETF TRUST (DFSV) |
21,769 | +7,293 | $655 |
| DFSV | 21,769 | +7,293 | $655 |
| CHEVRON CORP NEW |
3,709 | +100 | $585 |
| CVX | 3,709 | +100 | $585 |
| SPDR SER TR (SPSB) |
19,512 | +410 | $581 |
| SPSB | 19,512 | +410 | $581 |
| DIMENSIONAL ETF TRUST (DFIC) |
21,243 | +707 | $568 |
| DFIC | 21,243 | +707 | $568 |
| BANK OZK LITTLE ROCK ARK |
12,417 | +465 | $564 |
| OZK | 12,417 | +465 | $564 |
| ABBOTT LABS |
4,893 | UNCH | $556 |
| ABT | 4,893 | UNCH | $556 |
| VALERO ENERGY CORP |
3,016 | UNCH | $515 |
| VLO | 3,016 | UNCH | $515 |
| VANGUARD BD INDEX FDS (BND) |
7,000 | -134 | $508 |
| BND | 7,000 | -134 | $508 |
| VANGUARD TAX MANAGED FDS (VEA) |
9,692 | +12 | $486 |
| VEA | 9,692 | +12 | $486 |
| ORACLE CORP |
3,778 | +2 | $475 |
| ORCL | 3,778 | +2 | $475 |
| MURPHY USA INC |
1,093 | UNCH | $458 |
| MUSA | 1,093 | UNCH | $458 |
See Full List: All Stocks Held By Mustard Seed Financial LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Mustard Seed Financial LLC
|
Size ($ in 1000's)
At 03/31/2024: $100,208 At 12/31/2023: $88,538 Mustard Seed Financial LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Mustard Seed Financial LLC 13F filings. Link to 13F filings: SEC filings |
