Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
VANGUARD WORLD FD (VGT) | 98,772 | -2,182 | $51,790 |
VGT | 98,772 | -2,182 | $51,790 |
VANGUARD INDEX FDS (VTI) | 165,073 | +642 | $42,902 |
VTI | 165,073 | +642 | $42,902 |
SCHWAB STRATEGIC TR | 600,272 | +43,365 | $36,647 |
SCHB | 600,272 | +43,365 | $36,647 |
VANGUARD STAR FDS (VXUS) | 469,975 | +9,141 | $28,340 |
VXUS | 469,975 | +9,141 | $28,340 |
SELECT SECTOR SPDR TR (XLK) | 122,797 | +4,462 | $25,575 |
XLK | 122,797 | +4,462 | $25,575 |
VANGUARD INDEX FDS (VB) | 93,301 | -90 | $21,328 |
VB | 93,301 | -90 | $21,328 |
ISHARES TR (IEFA) | 277,220 | +6,706 | $20,575 |
IEFA | 277,220 | +6,706 | $20,575 |
VANGUARD WORLD FD (VHT) | 75,249 | -1,590 | $20,356 |
VHT | 75,249 | -1,590 | $20,356 |
VANGUARD SCOTTSDALE FDS (VGIT) | 343,280 | +87,020 | $20,099 |
VGIT | 343,280 | +87,020 | $20,099 |
SPDR SER TR (SPLG) | 323,974 | +14,004 | $19,934 |
SPLG | 323,974 | +14,004 | $19,934 |
FIDELITY MERRIMACK STR TR | 422,493 | +72,776 | $19,143 |
FBND | 422,493 | +72,776 | $19,143 |
SCHWAB STRATEGIC TR | 199,707 | -29,648 | $18,517 |
SCHG | 199,707 | -29,648 | $18,517 |
VANGUARD SCOTTSDALE FDS (VGSH) | 312,940 | -42,744 | $18,172 |
VGSH | 312,940 | -42,744 | $18,172 |
SCHWAB STRATEGIC TR | 289,602 | +418 | $17,973 |
SCHX | 289,602 | +418 | $17,973 |
MICROSOFT CORP | 37,512 | -591 | $15,782 |
MSFT | 37,512 | -591 | $15,782 |
SELECT SECTOR SPDR TR (XLY) | 84,020 | +6,555 | $15,450 |
XLY | 84,020 | +6,555 | $15,450 |
VANGUARD BD INDEX FDS (BND) | 193,546 | +18,481 | $14,057 |
BND | 193,546 | +18,481 | $14,057 |
ISHARES TR (IVV) | 26,603 | +1,717 | $13,986 |
IVV | 26,603 | +1,717 | $13,986 |
APPLE INC | 74,938 | +7,805 | $12,850 |
AAPL | 74,938 | +7,805 | $12,850 |
SELECT SECTOR SPDR TR (XLV) | 86,667 | +5,263 | $12,803 |
XLV | 86,667 | +5,263 | $12,803 |
VANGUARD WORLD FD (VFH) | 119,916 | -653 | $12,278 |
VFH | 119,916 | -653 | $12,278 |
SELECT SECTOR SPDR TR (XLC) | 150,196 | +2,286 | $12,265 |
XLC | 150,196 | +2,286 | $12,265 |
ISHARES TR (ITOT) | 106,272 | +1,231 | $12,253 |
ITOT | 106,272 | +1,231 | $12,253 |
SCHWAB STRATEGIC TR | 310,239 | +28,690 | $12,106 |
SCHF | 310,239 | +28,690 | $12,106 |
SPDR SER TR (SPSM) | 260,091 | +19,142 | $11,194 |
SPSM | 260,091 | +19,142 | $11,194 |
SELECT SECTOR SPDR TR (XLI) | 87,120 | +13,485 | $10,974 |
XLI | 87,120 | +13,485 | $10,974 |
SELECT SECTOR SPDR TR (XLF) | 259,939 | +229 | $10,949 |
XLF | 259,939 | +229 | $10,949 |
VANGUARD SCOTTSDALE FDS (VCSH) | 131,679 | +13,814 | $10,180 |
VCSH | 131,679 | +13,814 | $10,180 |
SPDR SER TR (SPMD) | 188,365 | +5,115 | $10,047 |
SPMD | 188,365 | +5,115 | $10,047 |
VANGUARD INTL EQUITY INDEX F (VT) | 84,618 | -4,656 | $9,350 |
VT | 84,618 | -4,656 | $9,350 |
ISHARES TR (QUAL) | 54,208 | +9,785 | $8,909 |
QUAL | 54,208 | +9,785 | $8,909 |
VANGUARD BD INDEX FDS (BSV) | 113,809 | +51 | $8,726 |
BSV | 113,809 | +51 | $8,726 |
VANGUARD INDEX FDS (VTV) | 53,583 | +6,356 | $8,726 |
VTV | 53,583 | +6,356 | $8,726 |
SELECT SECTOR SPDR TR (XLE) | 88,867 | -8,153 | $8,390 |
XLE | 88,867 | -8,153 | $8,390 |
ELI LILLY & CO | 10,273 | -645 | $7,992 |
LLY | 10,273 | -645 | $7,992 |
BERKSHIRE HATHAWAY INC DEL | $7,896 | ||
BRK.B | 18,776 | -22 | $7,896 |
SPDR S&P 500 ETF TR (SPY) | 15,095 | -1,733 | $7,896 |
SPY | 15,095 | -1,733 | $7,896 |
VANGUARD ADMIRAL FDS INC (VOOV) | 43,257 | -3,490 | $7,807 |
VOOV | 43,257 | -3,490 | $7,807 |
INVESCO EXCH TRADED FD TR II (QQQM) | 37,132 | +132 | $6,784 |
QQQM | 37,132 | +132 | $6,784 |
INVESCO EXCHANGE TRADED FD T (SPGP) | 59,867 | -3,452 | $6,375 |
SPGP | 59,867 | -3,452 | $6,375 |
ISHARES TR (LQD) | 58,146 | +312 | $6,333 |
LQD | 58,146 | +312 | $6,333 |
PROCTER AND GAMBLE CO | 39,009 | +890 | $6,329 |
PG | 39,009 | +890 | $6,329 |
ISHARES INC (IEMG) | 118,916 | +2,621 | $6,136 |
IEMG | 118,916 | +2,621 | $6,136 |
ISHARES TR (MBB) | 64,226 | +3,831 | $5,936 |
MBB | 64,226 | +3,831 | $5,936 |
VANGUARD INTL EQUITY INDEX F (VEU) | 98,206 | -523 | $5,760 |
VEU | 98,206 | -523 | $5,760 |
JOHNSON & JOHNSON | 30,418 | -3,018 | $4,812 |
JNJ | 30,418 | -3,018 | $4,812 |
PEPSICO INC | 26,951 | -991 | $4,717 |
PEP | 26,951 | -991 | $4,717 |
ISHARES TR (IXUS) | 69,081 | +729 | $4,688 |
IXUS | 69,081 | +729 | $4,688 |
INVESCO QQQ TR | 10,498 | -99 | $4,661 |
QQQ | 10,498 | -99 | $4,661 |
ISHARES U S ETF TR (NEAR) | 90,051 | +21,067 | $4,544 |
NEAR | 90,051 | +21,067 | $4,544 |
See Full List: All Stocks Held By WBH Advisory Inc.
— Including:
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See Details: Top 10 Stocks Held By WBH Advisory Inc.
Size ($ in 1000's)
At 03/31/2024: $971,805 At 12/31/2023: $899,068 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 |