HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 INVESCO EXCHANGE TRADED FD T (RSP) |
165,926 | +1,489 | $28,103 |
| RSP | 165,926 | +1,489 | $28,103 |
| VANGUARD INDEX FDS (VO) |
41,785 | +1,905 | $10,440 |
| VO | 41,785 | +1,905 | $10,440 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
55,133 | +1,617 | $10,068 |
| VIG | 55,133 | +1,617 | $10,068 |
| SCHWAB STRATEGIC TR |
251,903 | +12,990 | $6,993 |
| FNDE | 251,903 | +12,990 | $6,993 |
| VANGUARD TAX MANAGED FDS (VEA) |
123,953 | +4,528 | $6,219 |
| VEA | 123,953 | +4,528 | $6,219 |
| VANGUARD ADMIRAL FDS INC (VIOO) |
61,228 | +889 | $6,215 |
| VIOO | 61,228 | +889 | $6,215 |
| VANGUARD WORLD FD (VGT) |
11,635 | +260 | $6,101 |
| VGT | 11,635 | +260 | $6,101 |
| FIRST TR EXCHANGE TRADED FD (FTSM) |
83,371 | +8,295 | $4,971 |
| FTSM | 83,371 | +8,295 | $4,971 |
| ISHARES TR (IJH) |
78,694 | +61,588 | $4,780 |
| IJH | 78,694 | +61,588 | $4,780 |
| SCHWAB STRATEGIC TR |
71,397 | +5,559 | $4,072 |
| FNDA | 71,397 | +5,559 | $4,072 |
| DAVIS FUNDAMENTAL ETF TR (DUSA) |
100,113 | -3,441 | $4,042 |
| DUSA | 100,113 | -3,441 | $4,042 |
| SCHWAB STRATEGIC TR |
59,348 | -1,500 | $3,999 |
| FNDX | 59,348 | -1,500 | $3,999 |
| ISHARES TR (IJR) |
35,850 | -1,962 | $3,962 |
| IJR | 35,850 | -1,962 | $3,962 |
| VANGUARD BD INDEX FDS (BND) |
47,940 | +4,868 | $3,482 |
| BND | 47,940 | +4,868 | $3,482 |
| COLUMBIA ETF TR II (XCEM) |
93,380 | -212 | $2,904 |
| XCEM | 93,380 | -212 | $2,904 |
| VANECK ETF TRUST (ANGL) |
82,592 | +20,533 | $2,397 |
| ANGL | 82,592 | +20,533 | $2,397 |
| SCHWAB STRATEGIC TR |
38,328 | -454 | $2,379 |
| SCHX | 38,328 | -454 | $2,379 |
| VANGUARD CHARLOTTE FDS (BNDX) |
45,361 | +2,212 | $2,231 |
| BNDX | 45,361 | +2,212 | $2,231 |
| DAVIS FUNDAMENTAL ETF TR (DINT) |
115,316 | +1,572 | $2,224 |
| DINT | 115,316 | +1,572 | $2,224 |
| SCHWAB STRATEGIC TR |
59,573 | +6,930 | $2,121 |
| FNDF | 59,573 | +6,930 | $2,121 |
| SPDR SER TR (SHM) |
39,429 | -321 | $1,871 |
| SHM | 39,429 | -321 | $1,871 |
| FIRST TR EXCH TRADED FD III (FMB) |
34,556 | +806 | $1,775 |
| FMB | 34,556 | +806 | $1,775 |
| ISHARES TR (IVV) |
3,009 | -30 | $1,582 |
| IVV | 3,009 | -30 | $1,582 |
| FIRST TR EXCHANGE TRADED FD (FPXI) |
27,654 | -3,052 | $1,277 |
| FPXI | 27,654 | -3,052 | $1,277 |
| SPDR SER TR (HYMB) |
48,926 | +20,969 | $1,257 |
| HYMB | 48,926 | +20,969 | $1,257 |
| SPDR S&P 500 ETF TR (SPY) |
2,217 | -25 | $1,160 |
| SPY | 2,217 | -25 | $1,160 |
| SPDR S&P MIDCAP 400 ETF TR (MDY) |
1,948 | -28 | $1,084 |
| MDY | 1,948 | -28 | $1,084 |
| FIRST TR EXCH TRD ALPHDX FD (FEM) |
46,991 | -144 | $1,075 |
| FEM | 46,991 | -144 | $1,075 |
| SCHWAB STRATEGIC TR |
42,079 | -131 | $1,062 |
| SCHE | 42,079 | -131 | $1,062 |
| SPDR SER TR (SPLG) |
16,440 | +1,560 | $1,012 |
| SPLG | 16,440 | +1,560 | $1,012 |
| META PLATFORMS INC |
2,054 | +711 | $997 |
| META | 2,054 | +711 | $997 |
| CAPITAL ONE FINL CORP |
6,428 | -570 | $957 |
| COF | 6,428 | -570 | $957 |
| VANECK ETF TRUST (HYD) |
17,850 | -46 | $933 |
| HYD | 17,850 | -46 | $933 |
| SHOE CARNIVAL INC |
22,573 | +3,653 | $827 |
| SCVL | 22,573 | +3,653 | $827 |
| AMAZON COM INC |
4,532 | +487 | $817 |
| AMZN | 4,532 | +487 | $817 |
| WELLS FARGO CO NEW |
10,658 | -866 | $618 |
| WFC | 10,658 | -866 | $618 |
| ALPHABET INC |
4,017 | -899 | $612 |
| GOOG | 4,017 | -899 | $612 |
| FIRST TR LRGE CP CORE ALPHA (FEX) |
6,097 | -52 | $605 |
| FEX | 6,097 | -52 | $605 |
| ISHARES TR (IEFA) |
8,047 | -16 | $597 |
| IEFA | 8,047 | -16 | $597 |
| VANGUARD WHITEHALL FDS (VYM) |
4,249 | UNCH | $514 |
| VYM | 4,249 | UNCH | $514 |
| SELECT SECTOR SPDR TR (XLF) |
10,176 | -175 | $429 |
| XLF | 10,176 | -175 | $429 |
| US BANCORP DEL |
9,219 | +300 | $412 |
| USB | 9,219 | +300 | $412 |
| INVESCO EXCHANGE TRADED FD T (RSPF) |
6,250 | -521 | $402 |
| RSPF | 6,250 | -521 | $402 |
| INTEL CORP |
8,988 | -1,420 | $397 |
| INTC | 8,988 | -1,420 | $397 |
| APPLIED MATLS INC |
1,919 | +84 | $396 |
| AMAT | 1,919 | +84 | $396 |
| THE CIGNA GROUP |
1,080 | -89 | $392 |
| CI | 1,080 | -89 | $392 |
| SPDR SER TR (BWX) |
17,474 | -47 | $389 |
| BWX | 17,474 | -47 | $389 |
| SPDR SER TR (SPSM) |
8,996 | UNCH | $387 |
| SPSM | 8,996 | UNCH | $387 |
| ISHARES TR (IHF) |
7,030 | +5,624 | $383 |
| IHF | 7,030 | +5,624 | $383 |
| WISDOMTREE TR |
11,621 | UNCH | $380 |
| DES | 11,621 | UNCH | $380 |
See Full List: All Stocks Held By Sebold Capital Management Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Sebold Capital Management Inc.
|
Size ($ in 1000's)
At 03/31/2024: $148,179 At 12/31/2023: $135,397 Sebold Capital Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Sebold Capital Management Inc. 13F filings. Link to 13F filings: SEC filings |
