Fund HoldingsGREENWOOD GEARHART INC

Total Portfolio Value
$845.00M
Total Bought
$77.85M
Total Sold
$17.19M
Net Transaction
+$60.65M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
iShares 7-10 Year Treasury Bond ETF0185,536+185,536016,9932.01%+16,993
JB Hunt Transport Services Inc(JBHT)78,123132,301+54,17814,14324,9412.95%+10,799
Alphabet Inc(GOOG)263,888266,617+2,72931,92335,1544.16%+3,231
Jacobs Solutions Inc(J)90,18393,581+3,39810,72212,7741.51%+2,052
Wal-Mart Stores Inc(WMT)158,102166,522+8,42024,85126,6323.15%+1,781
Caterpillar Inc(CAT)53,89454,505+61113,26114,8801.76%+1,619
Royal Dutch Shell PLC(SHEL)206,205212,833+6,62812,45113,7021.62%+1,251
Adobe Systems Inc(ADBE)31,58731,568-1915,44616,0971.90%+651
Berkshire Hathaway Inc Class B55,47955,744+26518,91819,5272.31%+609
Activision Blizzard Inc78,36074,210-4,1506,6066,9480.82%+343
PetIQ Inc Com Cl A012,117+12,11702390.03%+239
Exxon Mobil Corp22,24622,24602,3862,6160.31%+230
Liberty Live Group06,374+6,37402050.02%+205
Zoetis Inc(ZTS)01,155+1,15502010.02%+201
Amgen Inc(AMGN)0746+74602000.02%+200
Phillips 66(PSX)01,665+1,66502000.02%+200
Tyson Foods Inc(TSN)34,89938,604+3,7051,7811,9490.23%+168
JPMorgan Chase & Co(JPM)93,23694,551+1,31513,56013,7121.62%+152
Union Pacific Corp(UNP)44,01144,877+8669,0069,1391.08%+134
Vanguard Total Stock Market ETF1,8302,248+4184034770.06%+74
ConocoPhillips(COP)3,1063,206+1003223840.05%+62
Eli Lilly & Co(LLY)90290204234840.06%+61
Chevron Corp(CVX)4,7044,70407407930.09%+53
Cisco Systems Inc(CSCO)15,83016,100+2708198660.10%+46
International Business Machines(IBM)3,2863,28604404610.05%+21
Facebook Inc(META)737750+132122250.03%+14
U.S. Large-Cap Value ETF7,0907,533+4434764860.06%+10
UnitedHealth Group Inc(UNH)990960-304764840.06%+8
Nvidia Corp(NVDA)66666602822900.03%+8
Dillard's Inc(DDS)62562502042070.02%+3
U.S. Large-Cap Growth ETF5,5755,744+1694184180.05%-0
Schwab U.S. Mid-Cap ETF4,7814,951+1703403350.04%-5
ISHARES MSCI USA QUALITY FACTOR ETF
MSCI USA QLT FCT
2,8212,82103803720.04%-9
iShares Russell 1000 Value ETF1,6251,62502562470.03%-10
Linde PLC(LIN)698688-102662560.03%-10
Broadcom Inc(AVGO)538549+114674560.05%-11
Schwab Intl Equity ETF19,30219,911+6096886760.08%-12
iShares Core S&P U.S. Growth ETF4,8084,80804694560.05%-14
iShares Russell 1000 ETF1,7331,73304224070.05%-15
Comcast Corp New Class A(CCZ)6,1645,420-7442562400.03%-16
Palo Alto Networks Inc(PANW)1,2001,20003072810.03%-25
Core S&P Mid-Cap ETF2,1342,13405585320.06%-26
Novartis AG(NVS)05,192+5,19205290.06%+529
Verizon Communications Inc(VZ)6,9976,945-522602250.03%-35
Procter & Gamble Co(PG)6,2276,22709459080.11%-37
Bank of America Corp9,8018,890-9112812430.03%-38
Entergy Corp New Com(ETR)9,9229,92209669180.11%-48
Charles Schwab Corp(SCHW)285,725293,906+8,18116,19516,1361.91%-58
S&P 500 Index(SPY)752627-1253332680.03%-65
Rayonier Inc COM(RYN)23,02523,02507236550.08%-68
Accenture PLC
SHS CLASS A
67,48367,572+8920,82420,7522.46%-72
U.S. Large-Cap ETF106,856109,161+2,3055,5965,5240.65%-72
iShares Emerging Markets ETF
MSCI EMRG CHN
212,609220,288+7,67911,05110,9771.30%-74
Bank of the Ozarks Inc(OZK)26,66726,66701,0719890.12%-82
Tesla Inc(TSLA)1,245945-3003262360.03%-89
Boeing Co(BA)4,7774,756-211,0099120.11%-97
Oracle Corp(ORCL)8,8408,915+751,0539440.11%-108
Health Care Select ETF
ST STR CARE ETF
90,57292,481+1,90912,02211,9061.41%-116
Thermo Fisher Scientific Inc(TMO)24,31224,824+51212,68512,5651.49%-119
Expanded Software ETF38,65838,812+15413,37213,2451.57%-127
Raytheon Technologies Corp(RTX)5,3795,361-185273860.05%-141
Lowe's Cos Inc(LOW)6,4406,189-2511,4541,2860.15%-167
Vanguard International ETF261,258270,127+8,86914,65114,4581.71%-194
American Express Co(AXP)7,9587,95801,3861,1870.14%-199
McDonald's Corp(MCD)5,9075,926+191,7631,5610.18%-202
Analog Devices Inc(ADI)1,1250-1,1252190-219
Astrazeneca(AZN)3,5350-3,5352530-253
iShares Russell 2000 ETF1,3760-1,3762580-258
Johnson & Johnson(JNJ)64,36766,660+2,29310,65410,3831.23%-271
Visa Inc(V)57,00357,642+63913,53713,2581.57%-279
Toast Inc(TOST)78,30078,30001,7671,4670.17%-301
ReMax Hldgs Inc Cl A15,7500-15,7503030-303
United Parcel Service Inc(UPS)1,7500-1,7503140-314
Amazon.com Inc(AMZN)103,201103,282+8113,45313,1291.55%-324
Nasdaq-100 ETF35,33635,446+11013,05412,7001.50%-354
Homebanc Shares Inc(HOMB)267,409267,40906,0975,6000.66%-497
Home Depot Inc(HD)51,75751,491-26616,07815,5591.84%-519
Exponential Tech ETF
FUTU EXPO TE ETF
171,550172,543+9939,5389,0081.07%-530
Walt Disney Co(DIS)127,733132,504+4,77111,40410,7401.27%-664
Deere & Co(DE)33,22733,646+41913,46312,6981.50%-765
Semiconductor Index ETF28,34728,662+31514,37913,5771.61%-803
Benson Hill Inc701,795233,051-468,744912770.01%-835
Teradyne Inc(TER)106,653109,876+3,22311,87411,0381.31%-835
Nike Inc(NKE)96,861102,978+6,11710,6919,8471.17%-844
Aon PLC(AON)52,68853,411+72318,18817,3172.05%-871
Otis Worldwide Corp(OTIS)140,076143,868+3,79212,46811,5541.37%-914
Vanguard US REIT ETF161,291164,720+3,42913,47712,4631.47%-1,014
iShares Intermediate Credit Bond ETF1,102,0411,124,310+22,26955,73054,6986.47%-1,033
Boston Omaha Corp553,373568,698+15,32510,4149,3211.10%-1,093
PayPal Holdings Inc(PYPL)116,395113,468-2,9277,7676,6340.79%-1,133
Corning Inc(GLW)373,533385,899+12,36613,08911,7591.39%-1,330
Stryker Corp(SYK)50,64651,534+88815,45214,0831.67%-1,369
Liberty Formula One(FWONA)164,119174,111+9,99212,35510,8481.28%-1,507
General Motors Co(GM)347,761359,617+11,85613,41011,8571.40%-1,553
Merck & Co Inc(MRK)150,017153,061+3,04417,31015,7581.86%-1,553
ASML Holding
N Y REGISTRY SHS
15,78816,671+88311,4429,8141.16%-1,629
Diageo PLC(DEO)91,75593,945+2,19015,91814,0161.66%-1,902
Solar ETF
SOLAR ETF
129,517138,214+8,6979,2507,1580.85%-2,092
Microsoft Corp(MSFT)133,322134,239+91745,40142,3875.02%-3,015
NextEra Energy Partners(XIFR)184,190198,986+14,79610,8015,9110.70%-4,890
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