Fund HoldingsWBH ADVISORY INC

Total Portfolio Value
$814.87M
Total Bought
$36.21M
Total Sold
$59.50M
Net Transaction
-$23.29M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
SELECT SECTOR SPDR TR
ST STR INDL ETF
074,095+74,09507,5120.92%+7,512
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
0248,008+248,008014,2851.75%+14,285
ISHARES TR017,924+17,92402,0280.25%+2,028
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
010,999+10,99901,5580.19%+1,558
CAPITAL GRP FIXED INCM ETF T
CORE PLUS INCM
070,405+70,40501,5140.19%+1,514
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
193,934224,520+30,58611,37612,8311.57%+1,455
INVESCO EXCHANGE TRADED FD T
S&P 500 GARP ETF
46,29360,552+14,2594,2025,5250.68%+1,322
ISHARES TR
GNMA BOND ETF
027,276+27,27601,1400.14%+1,140
ISHARES TR12,70324,643+11,9401,0992,0340.25%+934
ISHARES TR47,02658,451+11,4255,0855,9630.73%+878
SELECT SECTOR SPDR TR
ST STR ENERG ETF
088,966+88,96608,0420.99%+8,042
SCHWAB STRATEGIC TR041,425+41,42501,8320.22%+1,832
ISHARES TR
CORE MSCI EAFE
241,199263,304+22,10516,28116,9442.08%+663
ELI LILLY & CO(LLY)11,49311,118-3755,3905,9720.73%+582
SCHWAB STRATEGIC TR056,559+56,55902,7090.33%+2,709
VANGUARD BD INDEX FDS110,586117,960+7,3748,3578,8671.09%+510
ISHARES TR
CORE MSCI EURO
52,08564,983+12,8982,7413,2270.40%+486
SPDR SER TR
ST STR P500ETF
274,455294,216+19,76114,30214,7871.81%+485
SCHWAB STRATEGIC TR240,915266,741+25,8268,5899,0591.11%+470
SELECT SECTOR SPDR TR
ST STR CARE ETF
79,63285,485+5,85310,56911,0051.35%+436
VANGUARD MUN BD FDS014,803+14,80307120.09%+712
VANGUARD INDEX FDS048,462+48,46206,6840.82%+6,684
SELECT SECTOR SPDR TR
ST STR SVC ETF
141,250145,608+4,3589,1939,5481.17%+355
ISHARES TR22,58224,129+1,54710,06510,3621.27%+297
PIMCO ETF TR
INTER MUN BD ACT
05,906+5,90602960.04%+296
SERVICENOW INC(NOW)8621,362+5004847610.09%+277
BERKSHIRE HATHAWAY INC DEL18,70518,985+2806,3786,6500.82%+272
ALPHABET INC(GOOG)28,47528,125-3503,4083,6800.45%+272
VANECK ETF TRUST
HIGH YLD MUNIETF
013,496+13,49606620.08%+662
CINTAS CORP(CTAS)01,228+1,22805900.07%+590
UNITEDHEALTH GROUP INC(UNH)0429+42902160.03%+216
ISHARES INC
CORE MSCI EMKT
0157,916+157,91607,5150.92%+7,515
PIMCO ETF TR
SHTRM MUN BD ACT
09,790+9,79004790.06%+479
SELECT SECTOR SPDR TR
ST STR MATER ETF
030,896+30,89602,4270.30%+2,427
GLOBAL X FDS010,155+10,15501870.02%+187
SALESFORCE INC(CRM)01,894+1,89403840.05%+384
COMCAST CORP NEW(CCZ)020,166+20,16608940.11%+894
ISHARES U S ETF TR
SHOR DURA BD ETF
074,041+74,04103,6940.45%+3,694
VANGUARD WORLD FDS
ENERGY ETF
017,377+17,37702,2020.27%+2,202
COSTCO WHSL CORP NEW(COST)6,3056,217-883,3953,5130.43%+118
SCHWAB STRATEGIC TR11,78015,072+3,2925196360.08%+117
SELECT SECTOR SPDR TR
ST STR DISCR ETF
71,89776,547+4,65012,20912,3221.51%+114
SPDR SER TR
ST STR SP600 SML
240,618256,346+15,7289,3469,4591.16%+114
ALPHABET INC(GOOG)15,32914,915-4141,8541,9670.24%+112
SCHWAB STRATEGIC TR0163,774+163,77403,9210.48%+3,921
ABBVIE INC(ABBV)07,450+7,45001,1110.14%+1,111
INTUIT(INTU)01,729+1,72908830.11%+883
CISCO SYS INC(CSCO)053,650+53,65002,8840.35%+2,884
BLACKSTONE INC(BX)06,209+6,20906650.08%+665
AMGEN INC(AMGN)01,691+1,69104550.06%+455
CATERPILLAR INC(CAT)05,841+5,84101,5940.20%+1,594
PHILLIPS 66(PSX)03,001+3,00103610.04%+361
ISHARES TR012,535+12,53506030.07%+603
VALERO ENERGY CORP(VLO)02,064+2,06402920.04%+292
PHILIP MORRIS INTL INC(PM)04,981+4,98104610.06%+461
CHEVRON CORP NEW(CVX)09,555+9,55501,6110.20%+1,611
GALLAGHER ARTHUR J & CO(AJG)7,0507,05001,5481,6070.20%+59
CONSTELLATION ENERGY CORP(CEG)02,821+2,82103080.04%+308
META PLATFORMS INC(META)3,6643,676+121,0511,1040.14%+52
AUTOMATIC DATA PROCESSING IN03,494+3,49408410.10%+841
MERCADOLIBRE INC(MELI)0531+53106730.08%+673
AFLAC INC(AFL)06,262+6,26204810.06%+481
CHUBB LIMITED
COM
03,698+3,69807700.09%+770
OLD DOMINION FREIGHT LINE IN(ODFL)01,000+1,00004090.05%+409
SPDR DOW JONES INDL AVERAGE(DIA)02,298+2,29807700.09%+770
METLIFE INC(MET)09,754+9,75406140.08%+614
WALMART INC(WMT)10,40810,446+381,6361,6710.21%+35
SCHWAB STRATEGIC TR034,740+34,74002,4580.30%+2,458
SPDR SER TR
ST SHOR CORP ETF
013,505+13,50503960.05%+396
PALANTIR TECHNOLOGIES INC(PLTR)37,47537,630+1555746020.07%+28
T-MOBILE US INC(TMUS)02,871+2,87104020.05%+402
ISHARES INC012,589+12,58901,5130.19%+1,513
INTERNATIONAL BUSINESS MACHS(IBM)03,631+3,63105090.06%+509
VANGUARD INDEX FDS2,6772,853+1767577770.10%+20
FEDEX CORP(FDX)03,126+3,12608280.10%+828
PAYCHEX INC(PAYX)02,461+2,46102840.03%+284
INTEL CORP(INTC)024,515+24,51508720.11%+872
INTERNATIONAL PAPER CO(IP)06,129+6,12902170.03%+217
INVESCO EXCH TRADED FD TR II05,360+5,36003150.04%+315
NVIDIA CORPORATION(NVDA)866870+43663790.05%+12
PRUDENTIAL FINL INC(PFH)05,922+5,92205620.07%+562
ISHARES TR02,219+2,21903410.04%+341
GOLDMAN SACHS GROUP INC(GS)633651+182042110.03%+6
JPMORGAN CHASE & CO(JPM)13,34513,416+711,9411,9460.24%+5
BLEND LABS INC010,369+10,3690140.00%+14
VANGUARD INDEX FDS1,4891,560+713023050.04%+3
VANGUARD WELLINGTON FD03,130+3,13003130.04%+313
SEI INVTS CO(SEIC)04,000+4,00002410.03%+241
EMERSON ELEC CO(EMR)05,028+5,02804860.06%+486
FIDELITY COVINGTON TRUST05,728+5,72802670.03%+267
UNITED RENTALS INC(URI)01,000+1,00004450.05%+445
ISHARES TR05,336+5,33605490.07%+549
AMERIPRISE FINL INC(AMP)64064002132110.03%-2
ACCENTURE PLC IRELAND
SHS CLASS A
01,597+1,59704910.06%+491
TRACTOR SUPPLY CO(TSCO)1,5791,706+1273493460.04%-3
ISHARES TR
CORE HIGH DV ETF
03,932+3,93203890.05%+389
ISHARES TR04,002+4,00202620.03%+262
PIMCO ETF TR
ENHAN SHRT MA AC
02,043+2,04302050.03%+205
VANGUARD WORLD FD02,483+2,48302520.03%+252
BROADCOM INC(AVGO)0412+41203420.04%+342
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