Fund HoldingsWBH ADVISORY INC

Total Portfolio Value
$988.00M
Total Bought
$36.86M
Total Sold
$46.06M
Net Transaction
-$9.20M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
0439,098+439,098025,4632.58%+25,463
VANGUARD WORLD FD
INF TECH ETF
98,77298,469-30351,79056,7765.75%+4,986
SCHWAB STRATEGIC TR600,272637,630+37,35836,64740,0884.06%+3,441
ISHARES TR
MSCI USA QLT FCT
54,20869,763+15,5558,90911,9131.21%+3,004
APPLE INC(AAPL)073,697+73,697015,5221.57%+15,522
SELECT SECTOR SPDR TR
ST STR TECHN ETF
122,797123,774+97725,57528,0012.83%+2,427
VANGUARD MUN BD FDS056,731+56,73102,8430.29%+2,843
CAPITAL GRP FIXED INCM ETF T
CORE PLUS INCM
162,042220,726+58,6843,6394,9050.50%+1,265
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
131,679146,905+15,22610,18011,3521.15%+1,172
ISHARES TR26,60327,591+98813,98615,0991.53%+1,113
ISHARES TR068,502+68,50207,3380.74%+7,338
MICROSOFT CORP(MSFT)37,51237,440-7215,78216,7341.69%+952
SELECT SECTOR SPDR TR
ST STR SVC ETF
150,196154,002+3,80612,26513,1921.34%+927
ELI LILLY & CO(LLY)10,2739,785-4887,9928,8590.90%+868
FIDELITY MERRIMACK STR TR422,493443,613+21,12019,14319,9322.02%+788
ALPHABET INC(GOOG)27,10426,664-4404,0914,8570.49%+766
SPDR SER TR
ST STR P500ETF
323,974321,886-2,08819,93420,6012.09%+667
ISHARES TR06,280+6,28006450.07%+645
SCHWAB STRATEGIC TR310,239331,697+21,45812,10612,7441.29%+638
COSTCO WHSL CORP NEW(COST)5,8865,702-1844,3124,8460.49%+534
SCHWAB STRATEGIC TR289,602287,871-1,73117,97318,4961.87%+523
SCHWAB STRATEGIC TR167,996179,055+11,0594,2424,7560.48%+514
SELECT SECTOR SPDR TR
ST STR ENERG ETF
88,86797,117+8,2508,3908,8520.90%+462
VANGUARD STAR FDS469,975476,803+6,82828,34028,7512.91%+412
ALPHABET INC(GOOG)014,427+14,42702,6460.27%+2,646
CHIPOTLE MEXICAN GRILL INC(CMG)06,000+6,00003760.04%+376
BLACKROCK ETF TRUST II70,59578,094+7,4993,7034,0770.41%+373
ISHARES U S ETF TR
SHOR DURA BD ETF
90,05197,638+7,5874,5444,9140.50%+370
ISHARES TR106,272106,146-12612,25312,6081.28%+355
VANGUARD WORLD FD
COMM SRVC ETF
32,09032,879+7894,2114,5440.46%+333
ISHARES TR
FLTG RATE NT ETF
012,380+12,38006320.06%+632
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
37,13235,973-1,1596,7847,0910.72%+307
NVIDIA CORPORATION(NVDA)9719,585+8,6148781,1840.12%+307
ISHARES TR26,94726,142-8053,6393,9340.40%+295
ISHARES TR36,72936,636-933,1013,3900.34%+289
SPDR GOLD TR(GLD)01,230+1,23002640.03%+264
VANGUARD ADMIRAL FDS INC0778+77802590.03%+259
SCHWAB STRATEGIC TR37,74942,281+4,5323,0443,2880.33%+244
ISHARES TR
ESG AWRE USD ETF
010,313+10,31302340.02%+234
INVESCO QQQ TR10,49810,196-3024,6614,8850.49%+224
BOSTON SCIENTIFIC CORP(BSX)02,876+2,87602210.02%+221
ISHARES TR
CORE MSCI EURO
017,664+17,66401,0060.10%+1,006
ORACLE CORP(ORCL)12,56612,696+1301,5781,7930.18%+214
GOLDMAN SACHS GROUP INC(GS)0470+47002130.02%+213
VANGUARD BD INDEX FDS02,711+2,71102030.02%+203
CORNING INC(GLW)05,200+5,20002020.02%+202
ISHARES TR0550+55002010.02%+201
VANGUARD INDEX FDS165,073161,061-4,01242,90243,0854.36%+183
VANGUARD INDEX FDS03,176+3,17601,1880.12%+1,188
VANGUARD BD INDEX FDS0115,880+115,88008,8880.90%+8,888
AMAZON COM INC(AMZN)16,73116,386-3453,0183,1670.32%+149
ISHARES TR04,612+4,61209890.10%+989
VANGUARD WORLD FD
CONSUM DIS ETF
05,516+5,51601,7230.17%+1,723
SELECT SECTOR SPDR TR
ST STR FINL ETF
259,939269,823+9,88410,94911,0921.12%+144
VANGUARD BD INDEX FDS193,546197,088+3,54214,05714,2001.44%+143
ISHARES TR7,9209,531+1,6117508930.09%+143
SELECT SECTOR SPDR TR
ST STR DISCR ETF
84,02085,485+1,46515,45015,5921.58%+142
WALMART INC(WMT)026,612+26,61201,8020.18%+1,802
VANGUARD SPECIALIZED FUNDS08,171+8,17101,4920.15%+1,492
VANGUARD INDEX FDS01,952+1,95204870.05%+487
VANGUARD INTL EQUITY INDEX F070,442+70,44203,0830.31%+3,083
ISHARES TR06,251+6,25106540.07%+654
ISHARES TR011,093+11,09305890.06%+589
ISHARES INC
CORE MSCI EMKT
118,916116,578-2,3386,1366,2400.63%+104
VANGUARD WORLD FD
UTILITIES ETF
014,542+14,54202,1510.22%+2,151
ISHARES INC011,859+11,85901,7490.18%+1,749
SCHWAB STRATEGIC TR038,123+38,12301,7380.18%+1,738
CHURCHILL DOWNS INC(CHDN)06,450+6,45009000.09%+900
PALANTIR TECHNOLOGIES INC(PLTR)37,28037,292+128589450.10%+87
AMPHENOL CORP NEW08,861+8,86105970.06%+597
SELECT SECTOR SPDR TR
ST STR UTIL ETF
037,655+37,65502,5660.26%+2,566
SPDR SER TR
ST STR SP600 SML
260,091271,546+11,45511,19411,2771.14%+83
SPDR INDEX SHS FDS
ST PORT MARK ETF
045,856+45,85601,7270.17%+1,727
SPDR SER TR
ST STR BL 12 ETF
08,283+8,28308230.08%+823
NEXTERA ENERGY INC(NEE)011,303+11,30308000.08%+800
PROCTER AND GAMBLE CO(PG)39,00938,817-1926,3296,4020.65%+73
MERCADOLIBRE INC(MELI)0531+53108730.09%+873
INTUITIVE SURGICAL INC1,5021,500-25996670.07%+68
CHEVRON CORP NEW(CVX)09,268+9,26801,4500.15%+1,450
SPDR S&P 500 ETF TR(SPY)014,632+14,63207,9630.81%+7,963
META PLATFORMS INC(META)3,5913,59101,7441,8110.18%+67
QUALCOMM INC(QCOM)01,851+1,85103690.04%+369
TESLA INC(TSLA)03,267+3,26706470.07%+647
COLGATE PALMOLIVE CO(CL)010,099+10,09909800.10%+980
AMGEN INC(AMGN)01,644+1,64405140.05%+514
ISHARES TR
CORE MSCI TOTAL
69,08170,030+9494,6884,7310.48%+43
SCHWAB STRATEGIC TR08,012+8,01203910.04%+391
EMERSON ELEC CO(EMR)05,230+5,23005760.06%+576
PHILIP MORRIS INTL INC(PM)04,760+4,76004820.05%+482
PIMCO ETF TR
INTER MUN BD ACT
08,771+8,77104570.05%+457
T-MOBILE US INC(TMUS)02,726+2,72604800.05%+480
VANGUARD INDEX FDS4,1424,050-921,9912,0250.21%+34
BROADCOM INC(AVGO)0355+35505710.06%+571
CONSTELLATION ENERGY CORP(CEG)2,6042,572-324815150.05%+34
NXP SEMICONDUCTORS N V
COM
01,560+1,56004200.04%+420
SERVICENOW INC(NOW)01,362+1,36201,0710.11%+1,071
GOLDMAN SACHS ETF TR015,200+15,20001,6260.16%+1,626
APPLIED MATLS INC1,1031,100-32272600.03%+32
COCA COLA CO(KO)021,046+21,04601,3400.14%+1,340
ANALOG DEVICES INC(ADI)01,129+1,12902580.03%+258
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