HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD INDEX FDS (VV) |
172,194 | +94,844 | $41,231 |
| VV | 172,194 | +94,844 | $41,231 |
| APPLE INC |
175,515 | +92,919 | $30,120 |
| AAPL | 175,515 | +92,919 | $30,120 |
| ISHARES TR (IJH) |
448,633 | +402,025 | $27,639 |
| IJH | 448,633 | +402,025 | $27,639 |
| ISHARES TR (IJR) |
197,055 | +88,608 | $21,769 |
| IJR | 197,055 | +88,608 | $21,769 |
| ISHARES TR (IVV) |
38,032 | -948 | $21,145 |
| IVV | 38,032 | -948 | $21,145 |
| CAPITAL GROUP DIVIDEND VALUE |
534,605 | +118,026 | $17,346 |
| CGDV | 534,605 | +118,026 | $17,346 |
| MICROSOFT CORP |
35,874 | +14,691 | $15,145 |
| MSFT | 35,874 | +14,691 | $15,145 |
| CAPITAL GROUP GROWTH ETF (CGGR) |
431,873 | +32,295 | $13,802 |
| CGGR | 431,873 | +32,295 | $13,802 |
| VANGUARD BD INDEX FDS (BND) |
177,200 | +112,653 | $12,822 |
| BND | 177,200 | +112,653 | $12,822 |
| NVIDIA CORPORATION |
13,627 | +9,314 | $12,313 |
| NVDA | 13,627 | +9,314 | $12,313 |
| FIDELITY COVINGTON TRUST |
296,037 | -11,224 | $11,389 |
| FBCG | 296,037 | -11,224 | $11,389 |
| VANGUARD INTL EQUITY INDEX F (VEU) |
177,757 | +75,173 | $10,397 |
| VEU | 177,757 | +75,173 | $10,397 |
| AMAZON COM INC |
56,793 | +17,870 | $10,225 |
| AMZN | 56,793 | +17,870 | $10,225 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
235,989 | +113,296 | $9,805 |
| VWO | 235,989 | +113,296 | $9,805 |
| CAPITAL GROUP CORE EQUITY ET |
244,578 | +32,734 | $7,592 |
| CGUS | 244,578 | +32,734 | $7,592 |
| ISHARES TR (DVY) |
61,741 | +27,995 | $7,579 |
| DVY | 61,741 | +27,995 | $7,579 |
| CAPITAL GROUP INTL FOCUS EQT |
273,073 | +27,675 | $7,017 |
| CGXU | 273,073 | +27,675 | $7,017 |
| ISHARES TR (AGG) |
69,722 | +39,315 | $6,771 |
| AGG | 69,722 | +39,315 | $6,771 |
| SPDR S&P 500 ETF TR (SPY) |
12,093 | +7,772 | $6,284 |
| SPY | 12,093 | +7,772 | $6,284 |
| JPMORGAN CHASE & CO |
30,260 | +10,954 | $6,073 |
| JPM | 30,260 | +10,954 | $6,073 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
32,565 | +9,143 | $5,938 |
| VIG | 32,565 | +9,143 | $5,938 |
| VANECK ETF TRUST (MOAT) |
58,060 | +27,928 | $5,226 |
| MOAT | 58,060 | +27,928 | $5,226 |
| WALMART INC |
85,265 | +64,396 | $5,136 |
| WMT | 85,265 | +64,396 | $5,136 |
| JOHNSON & JOHNSON |
31,942 | +10,856 | $5,050 |
| JNJ | 31,942 | +10,856 | $5,050 |
| EXXON MOBIL CORP |
43,199 | +4,407 | $5,021 |
| XOM | 43,199 | +4,407 | $5,021 |
| PROCTER AND GAMBLE CO |
30,028 | +9,998 | $4,880 |
| PG | 30,028 | +9,998 | $4,880 |
| VANGUARD INDEX FDS (VTV) |
30,274 | +8,934 | $4,673 |
| VTV | 30,274 | +8,934 | $4,673 |
| COCA COLA CO |
75,073 | +12,706 | $4,593 |
| KO | 75,073 | +12,706 | $4,593 |
 BERKSHIRE HATHAWAY INC DEL |
$4,486 | ||
| BRK.B | 10,667 | +3,553 | $4,486 |
| SPDR GOLD TR (GLD) |
21,449 | +13,313 | $4,412 |
| GLD | 21,449 | +13,313 | $4,412 |
| ISHARES TR (IEFA) |
55,738 | +40,734 | $4,306 |
| IEFA | 55,738 | +40,734 | $4,306 |
| VISA INC |
15,420 | +4,622 | $4,303 |
| V | 15,420 | +4,622 | $4,303 |
| ALPHABET INC |
26,715 | +3,209 | $4,032 |
| GOOGL | 26,715 | +3,209 | $4,032 |
| VANGUARD INDEX FDS (VUG) |
11,990 | +3,139 | $3,927 |
| VUG | 11,990 | +3,139 | $3,927 |
| UNITED RENTALS INC |
5,352 | +347 | $3,859 |
| URI | 5,352 | +347 | $3,859 |
| ISHARES TR (DGRO) |
63,286 | +22,152 | $3,774 |
| DGRO | 63,286 | +22,152 | $3,774 |
| MERCK & CO INC |
28,279 | +9,452 | $3,760 |
| MRK | 28,279 | +9,452 | $3,760 |
| META PLATFORMS INC |
7,459 | +518 | $3,634 |
| META | 7,459 | +518 | $3,634 |
| CHEVRON CORP NEW |
22,692 | +9,096 | $3,579 |
| CVX | 22,692 | +9,096 | $3,579 |
| HCA HEALTHCARE INC |
10,594 | +2,735 | $3,533 |
| HCA | 10,594 | +2,735 | $3,533 |
| ISHARES TR (IQLT) |
88,603 | +33,715 | $3,507 |
| IQLT | 88,603 | +33,715 | $3,507 |
| CISCO SYS INC |
64,687 | +22,824 | $3,220 |
| CSCO | 64,687 | +22,824 | $3,220 |
| HOME DEPOT INC |
8,274 | +1,744 | $3,193 |
| HD | 8,274 | +1,744 | $3,193 |
| INTERNATIONAL BUSINESS MACHS |
16,696 | +2,322 | $3,188 |
| IBM | 16,696 | +2,322 | $3,188 |
| BLACKSTONE INC |
24,258 | +552 | $3,187 |
| BX | 24,258 | +552 | $3,187 |
| ISHARES TR (IWB) |
10,974 | -50,100 | $3,152 |
| IWB | 10,974 | -50,100 | $3,152 |
| FIDELITY COVINGTON TRUST |
97,931 | +1,718 | $3,057 |
| FBCV | 97,931 | +1,718 | $3,057 |
| FIRST TR EXCHANGE TRADED FD (FTCS) |
35,479 | +35,479 | $3,039 |
| FTCS | 35,479 | +35,479 | $3,039 |
| MCDONALDS CORP |
10,460 | +6,662 | $2,959 |
| MCD | 10,460 | +6,662 | $2,959 |
| VANGUARD INDEX FDS (VO) |
11,731 | +1,461 | $2,855 |
| VO | 11,731 | +1,461 | $2,855 |
See Full List: All Stocks Held By &PARTNERS
— Including:
• Biggest new positions
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See Details: Top 10 Stocks Held By &PARTNERS
|
Size ($ in 1000's)
At 03/31/2024: $725,066 At 12/31/2023: $410,216 &PARTNERS holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from &PARTNERS 13F filings. Link to 13F filings: SEC filings |
