Fund HoldingsC M BIDWELL & ASSOCIATES LTD

Total Portfolio Value
$134.87M
Total Bought
$16.35M
Total Sold
$18.98M
Net Transaction
-$2.62M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
iShares Russell 2000 ETF033,158+33,15806,6554.93%+6,655
iShares Russell 1000 ETF026,990+26,99007,0785.25%+7,078
Vanguard Ttl Stk Mkt ETF024,063+24,06305,7084.23%+5,708
Vanguard Total Bond Market ETF047,854+47,85403,5202.61%+3,520
Vanguard ST Bond ETF52,58958,472+5,8833,9534,5043.34%+550
DFA US Core Equity 2
US COR EQU 2 ETF
093,122+93,12202,7222.02%+2,722
Vanguard S&P 500 ETF013,159+13,15905,7484.26%+5,748
Schwab US TIPS ETF60,69765,340+4,6433,0653,4112.53%+346
Uber Tech(UBER)2,3707,285+4,9151094490.33%+340
Schwab Inflation Prot Fd091,121+91,12109330.69%+933
Schwab US Sm Cap ETF042,419+42,41902,0041.49%+2,004
iShares MSCI ACWI ex US ETF067,242+67,24203,4322.54%+3,432
Vanguard Int Bd ETF08,413+8,41306430.48%+643
Microsoft Corp(MSFT)04,957+4,95701,8641.38%+1,864
iShares Core 1-5 Year USD Bond
CORE 1 5 YR USD
088,356+88,35604,2023.12%+4,202
Vanguard FTSE Developed Market078,800+78,80003,7752.80%+3,775
Vanguard Tax Ex Bond ETF011,036+11,03605630.42%+563
Schwab US Mkt ETF054,064+54,06403,0102.23%+3,010
Insulet Corp(PODD)01,787+1,78703880.29%+388
Costco Wholesale Corp(COST)0431+43102840.21%+284
Ametek Inc01,547+1,54702550.19%+255
Crowdstrike Hldgs(CRWD)01,951+1,95104980.37%+498
iShares Int Gov/Cr Bd ETF048,947+48,94705,1283.80%+5,128
First Citizens Bancshares(FCNCA)0169+16902400.18%+240
Schwab US Lg Cap ETF047,095+47,09502,6561.97%+2,656
EOG Resources(EOG)01,938+1,93802340.17%+234
Assurant Inc(AIZ)01,388+1,38802340.17%+234
Vertiv Hldgs A(VRT)04,813+4,81302310.17%+231
DFA World ex US Core Equity 2
WORLD EX US CORE
092,740+92,74002,2651.68%+2,265
Marsh & McLennan(MRSH)01,182+1,18202240.17%+224
Dexcom Inc(DXCM)1,8042,959+1,1551683670.27%+199
Lennar Corp(LEN)02,786+2,78604150.31%+415
Amazon.com Inc(AMZN)6,5226,672+1508291,0140.75%+185
Coinbase Global(COIN)01,073+1,07301870.14%+187
Sherwin Williams(SHW)433924+4911102880.21%+178
Zscaler Inc(ZS)01,315+1,31502910.22%+291
Marathon Oil Corp06,340+6,34001530.11%+153
Vanguard ST TIPS ETF073,705+73,70503,5002.60%+3,500
Vanguard Small Cap Value ETF07,289+7,28901,3120.97%+1,312
Schwab US Agg Bond ETF25,34627,116+1,7701,1211,2640.94%+143
VICI Properties(VICI)04,469+4,46901420.11%+142
Schwab Intl Equity ETF037,012+37,01201,3681.01%+1,368
Lamb Weston(LW)03,272+3,27203540.26%+354
Kraft Heinz Co(KHC)03,669+3,66901360.10%+136
Vanguard Rus 2000 ETF
VNG RUS2000IDX
010,899+10,89908840.66%+884
Vanguard Sm Cap ETF05,194+5,19401,1080.82%+1,108
Deckers Outdoors(DECK)0187+18701250.09%+125
Realty Income Corp(O)02,135+2,13501230.09%+123
iShares Muni Bond ETF014,534+14,53401,5761.17%+1,576
DFA Core Fixed Inc ETF
CORE FIXE IN ETF
02,801+2,80101190.09%+119
Vanguard Div Ap ETF07,976+7,97601,3591.01%+1,359
Lululemon Athletica Inc(LULU)0916+91604680.35%+468
Globe Life Inc2,0732,781+7082253390.25%+113
Meta Platforms Inc(META)02,022+2,02207160.53%+716
AerCap Holdings NV(AER)01,405+1,40501040.08%+104
DraftKings Inc(DKNG)06,756+6,75602380.18%+238
Netflix Inc(NFLX)0913+91304450.33%+445
NVidia Corp(NVDA)01,614+1,61407990.59%+799
Paypal Holdings Inc(PYPL)01,527+1,5270940.07%+94
iShares Core MSCI EAFE ETF
CORE MSCI EAFE
016,014+16,01401,1270.84%+1,127
Caesars Entmt Cp(CZR)01,986+1,9860930.07%+93
Edwards Lifesciences01,215+1,2150930.07%+93
TJX Companies(TJX)0940+9400880.07%+88
SPDR S&P 500 ETF
ST STR P500ETF
024,834+24,83401,3881.03%+1,388
Berkeley WR Corp01,246+1,2460880.07%+88
iShares Core MSCI Int'l Dev Mk
CORE MSCI INTL
012,805+12,80508150.60%+815
Arista Networks Inc1,7131,690-233153980.30%+83
Vanguard Total World Stock ETF07,221+7,22107430.55%+743
Wintrust Financial Corp(WTFC)0829+8290770.06%+77
Broadcom Inc(AVGO)0266+26602970.22%+297
Vanguard High Dividend Yield E011,443+11,44301,2770.95%+1,277
Itron Inc(ITRI)01,006+1,0060760.06%+76
Carvana Co(CVNA)02,055+2,05501090.08%+109
T-Mobile US Inc(TMUS)02,396+2,39603840.28%+384
Cullen Frost Bankers(CFR)0660+6600720.05%+72
Apple Inc(AAPL)07,941+7,94101,5291.13%+1,529
FrontDoor Inc(FTDR)02,030+2,0300710.05%+71
Alphabet Inc(GOOG)7,8617,870+91,0291,0990.82%+71
Bunge Global(BG)2,3933,260+8672593290.24%+70
Light & Wonder(LNWO)0844+8440690.05%+69
XPO Inc(XPO)0775+7750680.05%+68
EMCOR Group(EME)0302+3020650.05%+65
Workday Inc(WDAY)01,029+1,02902840.21%+284
Schwab EM Equity ETF024,988+24,98806190.46%+619
Liberty Energy(LBRT)03,450+3,4500630.05%+63
SPDR S&P 500 ETF Trust(SPY)01,285+1,28506110.45%+611
Vanguard Lg Cap Val ETF05,241+5,24107840.58%+784
DFA Intl Core Eq 2
INTL CORE EQUITY
019,917+19,91705080.38%+508
Clean Harbors Inc(CLH)0534+5340930.07%+93
JP Morgan Chase(JPM)02,306+2,30603920.29%+392
Vertex Pharma Inc(VRTX)0956+95603890.29%+389
iShares MSCI EM ETF
CORE MSCI EMKT
08,753+8,75304430.33%+443
DFA US Core Equity
US CORE EQT MKT
017,874+17,87405940.44%+594
Republic Services Inc(RSG)02,506+2,50604130.31%+413
Lam Research(LRCX)324327+32032560.19%+53
Paccar Inc(PCAR)04,146+4,14604050.30%+405
Vanguard EM ETF037,346+37,34601,5351.14%+1,535
Vanguard Mid Cap Value ETF03,640+3,64005280.39%+528
Synchrony Financial(SYF)6,4266,468+421962470.18%+51
ELF Beauty Inc(ELF)0345+3450500.04%+50
Page 1 of 1