HoldingsChannel.com
WBH Advisory Inc. Top Holdings
As of  09/30/2022, below is a summary of the WBH Advisory Inc. top holdings by largest position size, as per the latest 13f filing made by WBH Advisory Inc.. In the WBH Advisory Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by WBH Advisory Inc. in that top holding, then the share count change between reporting periods, and finally the WBH Advisory Inc. top holding position size for that row.

   EntityAmountChange
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
VANGUARD WORLD FDS (VGT) 109,879 +2,787 $33,773
     VGT109,879+2,787$33,773
VANGUARD INDEX FDS (VTI) 161,661 +5,950 $29,013
     VTI161,661+5,950$29,013
SCHWAB STRATEGIC TR 495,175 +24,550 $20,792
     SCHB495,175+24,550$20,792
VANGUARD WORLD FDS (VHT) 78,157 +834 $17,484
     VHT78,157+834$17,484
VANGUARD INDEX FDS (VB) 85,903 +970 $14,682
     VB85,903+970$14,682
SCHWAB STRATEGIC TR 254,751 +45,373 $14,218
     SCHG254,751+45,373$14,218
VANGUARD SCOTTSDALE FDS (VCSH) 184,183 +83,655 $13,681
     VCSH184,183+83,655$13,681
SELECT SECTOR SPDR TR (XLK) 115,123 +2,455 $13,674
     XLK115,123+2,455$13,674
VANGUARD BD INDEX FDS (BND) 162,864 +26,898 $11,617
     BND162,864+26,898$11,617
ISHARES TR (IEFA) 219,430 +82,745 $11,557
     IEFA219,430+82,745$11,557
SELECT SECTOR SPDR TR (XLY) 78,008 +2,733 $11,112
     XLY78,008+2,733$11,112
VANGUARD INTL EQUITY INDEX F (VT) 140,345 +14,514 $11,070
     VT140,345+14,514$11,070
VANGUARD STAR FDS (VXUS) 240,941 -24,176 $11,028
     VXUS240,941-24,176$11,028
SPDR SER TR (SPLG) 257,571 +14,472 $10,815
     SPLG257,571+14,472$10,815
VANGUARD SCOTTSDALE FDS (VGSH) 186,684 +88,625 $10,788
     VGSH186,684+88,625$10,788
VANGUARD INTL EQUITY INDEX F (VEU) 241,112 +166,939 $10,696
     VEU241,112+166,939$10,696
APPLE INC 76,288 -1,933 $10,543
     AAPL76,288-1,933$10,543
SCHWAB STRATEGIC TR 243,745 -5,218 $10,323
     SCHX243,745-5,218$10,323
FIDELITY MERRIMACK STR TR 229,534 +20,472 $10,198
     FBND229,534+20,472$10,198
SELECT SECTOR SPDR TR (XLV) 83,495 -1,517 $10,112
     XLV83,495-1,517$10,112
MICROSOFT CORP 40,770 -699 $9,495
     MSFT40,770-699$9,495
VANGUARD BD INDEX FDS (BSV) 119,767 +4,270 $8,961
     BSV119,767+4,270$8,961
VANGUARD WORLD FDS (VFH) 115,281 -3,467 $8,582
     VFH115,281-3,467$8,582
ISHARES TR (ITOT) 104,714 +1,371 $8,329
     ITOT104,714+1,371$8,329
ISHARES TR (IVV) 23,053 +2,204 $8,268
     IVV23,053+2,204$8,268
SPDR SER TR (SPSM) 205,792 +23,594 $7,009
     SPSM205,792+23,594$7,009
SCHWAB STRATEGIC TR 118,848 +9,127 $6,954
     SCHV118,848+9,127$6,954
JOHNSON & JOHNSON 42,292 -831 $6,909
     JNJ42,292-831$6,909
SELECT SECTOR SPDR TR (XLI) 81,064 +6,707 $6,715
     XLI81,064+6,707$6,715
SELECT SECTOR SPDR TR (XLC) 140,200 -4,433 $6,714
     XLC140,200-4,433$6,714
SELECT SECTOR SPDR TR (XLE) 92,529 -17,733 $6,664
     XLE92,529-17,733$6,664
SELECT SECTOR SPDR TR (XLF) 216,765 +15,621 $6,581
     XLF216,765+15,621$6,581
SPDR S&P 500 ETF TR (SPY) 17,573 -1,264 $6,277
     SPY17,573-1,264$6,277
SCHWAB STRATEGIC TR 221,885 +5,067 $6,242
     SCHF221,885+5,067$6,242
VANGUARD ADMIRAL FDS INC (VOOV) 49,156 -115,737 $6,102
     VOOV49,156-115,737$6,102
SCHWAB STRATEGIC TR 116,606 -47,002 $5,730
     SCHR116,606-47,002$5,730
SPDR SER TR (SPMD) 137,873 +1,181 $5,316
     SPMD137,873+1,181$5,316
ISHARES TR (LQD) 51,440 +32,553 $5,270
     LQD51,440+32,553$5,270
PROCTER AND GAMBLE CO 41,086 +655 $5,187
     PG41,086+655$5,187
ISHARES INC (IEMG) 112,747 -15,710 $4,846
     IEMG112,747-15,710$4,846
BERKSHIRE HATHAWAY INC DEL      $4,799
     BRK.B17,972+49$4,799
SELECT SECTOR SPDR TR (XLP) 70,698 +3,611 $4,718
     XLP70,698+3,611$4,718
ISHARES TR (DGRO) 104,976 +33,265 $4,668
     DGRO104,976+33,265$4,668
VANGUARD SCOTTSDALE FDS (VGIT) 73,898 +44,148 $4,309
     VGIT73,898+44,148$4,309
PEPSICO INC 26,076 -519 $4,257
     PEP26,076-519$4,257
MCDONALDS CORP 18,064 -277 $4,168
     MCD18,064-277$4,168
ISHARES TR (IEF) 41,599 +27,313 $3,993
     IEF41,599+27,313$3,993
LILLY ELI & CO 12,319 -88 $3,983
     LLY12,319-88$3,983
ISHARES TR (IXUS) 68,621 +5,387 $3,494
     IXUS68,621+5,387$3,494
SCHWAB STRATEGIC TR 155,190 +1,670 $3,476
     SCHE155,190+1,670$3,476

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 09/30/2022: $693,069
At 06/30/2022: $749,442

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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