Fund Holdings&PARTNERS

Total Portfolio Value
$2.28B
Total Bought
$1.57B
Total Sold
$12.13M
Net Transaction
+$1.56B
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
MICROSOFT CORP(MSFT)35,874193,935+158,06115,14586,6773.79%+71,533
APPLE INC(AAPL)175,515470,029+294,51430,12099,0104.33%+68,890
ISHARES TR38,032133,806+95,77421,14573,7873.23%+52,642
NVIDIA CORPORATION(NVDA)13,627424,420+410,79312,31352,4282.29%+40,115
ISHARES TR448,6331,009,081+560,44827,63959,3542.60%+31,716
AMAZON COM INC(AMZN)56,793184,866+128,07310,22535,7161.56%+25,491
ISHARES TR69,722323,148+253,4266,77131,7771.39%+25,006
JPMORGAN CHASE & CO.(JPM)30,260150,007+119,7476,07330,3371.33%+24,264
VANGUARD INDEX FDS049,691+49,691024,8521.09%+24,852
ISHARES TR
CORE MSCI EAFE
55,738366,288+310,5504,30626,7651.17%+22,459
VANGUARD INDEX FDS079,107+79,107019,1520.84%+19,152
VANGUARD INTL EQUITY INDEX F235,989586,753+350,7649,80525,6761.12%+15,871
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
65,764543,407+477,6432,25416,3800.72%+14,125
LOWES COS INC(LOW)8,10471,688+63,5842,06415,7980.69%+13,734
JOHN HANCOCK EXCHANGE TRADED
MULTIFACTOR MI
46,115294,451+248,3362,63516,2070.71%+13,571
ELI LILLY & CO(LLY)016,685+16,685015,1150.66%+15,115
INVESCO QQQ TR030,815+30,815014,7640.65%+14,764
VANGUARD SPECIALIZED FUNDS32,565101,219+68,6545,93818,3650.80%+12,427
ALPHABET INC(GOOG)088,507+88,507016,1180.71%+16,118
ANALOG DEVICES INC(ADI)5,52257,067+51,5451,10913,0390.57%+11,930
JOHNSON & JOHNSON(JNJ)31,942114,986+83,0445,05016,7990.74%+11,750
COSTCO WHSL CORP NEW(COST)3,80316,917+13,1142,79614,3860.63%+11,590
UNITEDHEALTH GROUP INC(UNH)026,616+26,616013,5510.59%+13,551
ALPS ETF TR
OSHARES US QUALT
0218,762+218,762010,8550.48%+10,855
AFLAC INC(AFL)19,366137,125+117,7591,67612,2560.54%+10,580
BLACKROCK INC(BLK)2,61716,189+13,5722,19812,7460.56%+10,548
CHEVRON CORP NEW(CVX)22,69289,836+67,1443,57914,0440.61%+10,465
ACCENTURE PLC IRELAND
SHS CLASS A
3,45137,846+34,3951,22611,4930.50%+10,267
VANGUARD TAX-MANAGED FDS0245,445+245,445012,1290.53%+12,129
PEPSICO INC(PEP)12,41675,210+62,7942,18412,4030.54%+10,218
AMGEN INC(AMGN)9,05540,879+31,8242,58612,7710.56%+10,185
PROCTER AND GAMBLE CO(PG)30,02890,938+60,9104,88014,9900.66%+10,110
GENERAL DYNAMICS CORP(GD)5,02238,471+33,4491,43111,1590.49%+9,728
META PLATFORMS INC(META)7,45926,111+18,6523,63413,1710.58%+9,537
AUTOMATIC DATA PROCESSING IN6,17945,925+39,7461,55710,9600.48%+9,402
PHILLIPS 66(PSX)068,473+68,47309,6470.42%+9,647
CHUBB LIMITED
COM
4,84139,295+34,4541,26710,0320.44%+8,765
ABBOTT LABS22,840107,790+84,9502,60611,2070.49%+8,600
NEXTERA ENERGY INC(NEE)29,705148,096+118,3911,89710,4830.46%+8,586
MCDONALDS CORP(MCD)10,46044,760+34,3002,95911,4020.50%+8,443
VANGUARD INDEX FDS11,99032,513+20,5233,92712,1550.53%+8,228
ISHARES TR0103,409+103,40909,5690.42%+9,569
ILLINOIS TOOL WKS INC(ITW)9,26943,843+34,5742,49810,3860.45%+7,888
FIRST TR EXCHNG TRADED FD VI
SMITH OPPORT FXD
0197,711+197,71108,5110.37%+8,511
WALMART INC(WMT)85,265189,760+104,4955,13612,8530.56%+7,717
GOLDMAN SACHS GROUP INC(GS)017,742+17,74208,0250.35%+8,025
BROADCOM INC(AVGO)1,5085,999+4,4912,0139,6410.42%+7,628
COMCAST CORP NEW(CCZ)38,598237,739+199,1411,6869,3040.41%+7,618
ISHARES TR
CORE DIV GRWTH
63,286196,544+133,2583,77411,3450.50%+7,570
ISHARES TR18,91281,940+63,0282,1819,7400.43%+7,559
MERCK & CO INC(MRK)28,27991,226+62,9473,76011,2870.49%+7,527
AMERICAN CENTY ETF TR083,509+83,50907,4920.33%+7,492
SELECT SECTOR SPDR TR
ST STR TECHN ETF
034,633+34,63307,7980.34%+7,798
VERIZON COMMUNICATIONS INC(VZ)42,734213,541+170,8071,8068,8150.39%+7,009
L3HARRIS TECHNOLOGIES INC(LHX)032,408+32,40807,2830.32%+7,283
EXXON MOBIL CORP43,199102,843+59,6445,02111,8390.52%+6,818
CISCO SYS INC(CSCO)64,687211,190+146,5033,22010,0260.44%+6,806
VANGUARD INDEX FDS028,317+28,31707,5750.33%+7,575
ALPHABET INC(GOOG)044,565+44,56508,1630.36%+8,163
LINDE PLC(LIN)017,504+17,50407,6810.34%+7,681
S&P GLOBAL INC(SPGI)014,523+14,52306,4700.28%+6,470
PAYCHEX INC(PAYX)069,001+69,00108,1870.36%+8,187
CROWDSTRIKE HLDGS INC(CRWD)018,157+18,15706,9580.30%+6,958
INVESCO ACTVELY MNGD ETC FD
OPTIMUM YIELD
0434,706+434,70606,0890.27%+6,089
VANGUARD BD INDEX FDS093,801+93,80106,9050.30%+6,905
HOME DEPOT INC(HD)8,27426,830+18,5563,1939,2420.40%+6,049
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
6,94543,331+36,3861,1767,1180.31%+5,942
TARGET CORP(TGT)044,016+44,01606,5170.29%+6,517
SPDR SER TR
ST STR BLO 1 ETF
069,450+69,45006,3740.28%+6,374
VANGUARD INDEX FDS30,27463,223+32,9494,67310,1420.44%+5,469
ISHARES TR031,847+31,84705,8000.25%+5,800
GOLDMAN SACHS ETF TR051,378+51,37805,4950.24%+5,495
ISHARES TR18,22381,759+63,5361,4906,6760.29%+5,185
ZOETIS INC(ZTS)031,880+31,88005,5320.24%+5,532
EMERSON ELEC CO(EMR)058,970+58,97006,4960.28%+6,496
AIR PRODS & CHEMS INC020,288+20,28805,2390.23%+5,239
NIKE INC(NKE)071,237+71,23705,3810.24%+5,381
VANGUARD WHITEHALL FDS045,374+45,37405,6920.25%+5,692
ISHARES INC
CORE MSCI EMKT
092,453+92,45304,9490.22%+4,949
ISHARES TR027,695+27,69505,6190.25%+5,619
AMERICAN TOWER CORP NEW(AMT)027,056+27,05605,2640.23%+5,264
SELECT SECTOR SPDR TR
ST STR CARE ETF
8,21439,134+30,9201,2135,7070.25%+4,494
NORFOLK SOUTHN CORP(NSC)022,811+22,81104,8970.21%+4,897
BERKSHIRE HATHAWAY INC DEL10,66721,910+11,2434,4868,9130.39%+4,427
SPDR GOLD TR(GLD)21,44940,647+19,1984,4128,7400.38%+4,327
DOMINOS PIZZA INC(DPZ)08,178+8,17804,2230.18%+4,223
SPDR SER TR
ST LONG BD ETF
0186,144+186,14404,1980.18%+4,198
VANGUARD INDEX FDS023,787+23,78705,1870.23%+5,187
GRAINGER W W INC(GWW)04,975+4,97504,4910.20%+4,491
ISHARES TR028,314+28,31404,9400.22%+4,940
ABBVIE INC(ABBV)14,78838,958+24,1702,6936,6820.29%+3,989
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
054,213+54,21304,1890.18%+4,189
PARKER-HANNIFIN CORP(PH)07,549+7,54903,8180.17%+3,818
SPDR SER TR
ST STR SP DIV
11,99942,157+30,1581,5755,3610.23%+3,787
DUKE ENERGY CORP NEW(DUK)050,833+50,83305,0950.22%+5,095
VISA INC(V)15,42030,353+14,9334,3037,9640.35%+3,660
VANGUARD BD INDEX FDS069,615+69,61505,4330.24%+5,433
PNC FINL SVCS GROUP INC(PNC)029,488+29,48804,5920.20%+4,592
EOG RES INC(EOG)032,633+32,63304,1030.18%+4,103
TJX COS INC NEW(TJX)038,433+38,43304,2360.19%+4,236
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