HoldingsChannel.com
WBH Advisory Inc. Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
Vngrd InfoTech 140,961 -2,542 $34,514
     VGT140,961-2,542$34,514
Vngrd Total Stk 138,139 -2,631 $22,602
     VTI138,139-2,631$22,602
Sun Communities 12,705 +104 $19,607
     SUI12,705+104$19,607
Schwab US Broad 241,585 +13,998 $18,573
     SCHB241,585+13,998$18,573
Vngrd Health 90,161 -1,068 $17,287
     VHT90,161-1,068$17,287
Vngrd SmallCap 90,108 -1,509 $14,925
     VB90,108-1,509$14,925
Vngrd Fin 164,350 -4,267 $12,536
     VFH164,350-4,267$12,536
Vngrd Ttl Intl 221,426 +5,950 $12,331
     VXUS221,426+5,950$12,331
SPDR S&P 500 (SPY) 37,744 +1,201 $12,148
     SPY37,744+1,201$12,148
Vngrd FTSE 185,917 -2,494 $9,993
     VEU185,917-2,494$9,993
Communication Select 153,423 -9,049 $8,228
     XLC153,423-9,049$8,228
Consumer Discr SPDR (XLY) 58,239 +3,653 $7,304
     XLY58,239+3,653$7,304
Microsoft Corp 44,765 -445 $7,059
     MSFT44,765-445$7,059
Healthcare SPDR (XLV) 63,907 +1,406 $6,509
     XLV63,907+1,406$6,509
Apple Computer 21,008 -63 $6,169
     AAPL21,008-63$6,169
iShares Core Mid Cap (IJR) 72,244 +3,241 $6,057
     IJR72,244+3,241$6,057
Schwab US Lg Cap 78,858 +2,859 $6,057
     SCHX78,858+2,859$6,057
Financial Select 196,251 +5,583 $6,040
     XLF196,251+5,583$6,040
Johnson & Johnson 40,896 -1,015 $5,965
     JNJ40,896-1,015$5,965
Industrial SPDR (XLI) 70,735 +1,195 $5,762
     XLI70,735+1,195$5,762
Walt Disney 39,461 -1,197 $5,707
     DIS39,461-1,197$5,707
Vngrd Scottsdale Int Term Gov 85,922 -3,322 $5,662
     VGIT85,922-3,322$5,662
Procter & Gamble 43,438 -976 $5,425
     PG43,438-976$5,425
Energy Select SPDR (XLE) 83,040 -589 $4,985
     XLE83,040-589$4,985
Schwab Intl Equity 144,153 +9,167 $4,847
     SCHF144,153+9,167$4,847
Technology SPDR (XLK) 51,743 -6,209 $4,743
     XLK51,743-6,209$4,743
McDonalds 22,607 -74 $4,467
     MCD22,607-74$4,467
PepsiCo 32,254 -698 $4,408
     PEP32,254-698$4,408
Consumer Stpls SPDR (XLP) 65,324 +290 $4,114
     XLP65,324+290$4,114
iShares Core S&P US Stock (ITOT) 56,373 +1,186 $4,097
     ITOT56,373+1,186$4,097
Berkshire Htwy Cl B 16,958 +454 $3,840
     COM16,958+454$3,840
Nike 35,592 -1,092 $3,605
     NKE35,592-1,092$3,605
Invesco QQQ Tst 16,358 +906 $3,478
     QQQ16,358+906$3,478
iShares Trust Core MSCI (IEFA) 51,566 +1,676 $3,364
     IEFA51,566+1,676$3,364
Intel Corp 54,620 -906 $3,269
     INTC54,620-906$3,269
Vngrd S Term Corp 40,265 +19,362 $3,262
     VCSH40,265+19,362$3,262
ishares Emerg Mkts (IEMG) 57,797 +3,245 $3,107
     IEMG57,797+3,245$3,107
SPDR S&P Mid Cap (MDY) 7,705 -2 $2,893
     MDY7,705-2$2,893
Vngrd Utilities 20,075 -290 $2,868
     VPU20,075-290$2,868
Cisco Systems Inc 59,293 -212 $2,843
     CSCO59,293-212$2,843
Vngrd Emer Mkt 62,700 -5,950 $2,788
     VWO62,700-5,950$2,788
Real Estate Select SPDR (XLRE) 64,989 +1,317 $2,513
     XLRE64,989+1,317$2,513
Schwab Emrg Mkt 90,701 +8,885 $2,482
     SCHE90,701+8,885$2,482
Costco 8,376 -72 $2,462
     COST8,376-72$2,462
3M Company 13,085 -597 $2,308
     MMM13,085-597$2,308
Utilities SPDR (XLU) 34,551 +1,424 $2,232
     XLU34,551+1,424$2,232
iShares S&P Mid (IJH) 10,715 -343 $2,205
     IJH10,715-343$2,205
Cummins Inc 12,209 -264 $2,184
     CMI12,209-264$2,184
Yum Brands Inc 21,263 -1,177 $2,141
     YUM21,263-1,177$2,141
Vngrd Telecom 22,624 -363 $2,125
     VOX22,624-363$2,125

See Full List: All Stocks Held By WBH Advisory Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By WBH Advisory Inc.

Size ($ in 1000's)
At 12/31/2019: $489,069
At 09/30/2019: $445,306

WBH Advisory Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from WBH Advisory Inc. 13F filings. Link to 13F filings: SEC filings

WBH Advisory Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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