Fund HoldingsGRIMES & COMPANY, INC.

Total Portfolio Value
$3.02B
Total Bought
$723.80M
Total Sold
$340.92M
Net Transaction
+$382.88M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
ISHARES TR
0-5YR HI YL CP
03,933,072+3,933,0720166,0545.50%+166,054
ISHARES INC
CORE MSCI EMKT
02,239,504+2,239,5040113,2743.75%+113,274
SPDR SER TR
ST NUVE HIGH ETF
02,245,555+2,245,555056,8131.88%+56,813
VANECK ETF TRUST
HIGH YLD MUNIETF
01,097,200+1,097,200056,6481.88%+56,648
ISHARES TR0251,194+251,1940119,9783.97%+119,978
SELECT SECTOR SPDR TR
ST STR STAPL ETF
0496,357+496,357035,7531.18%+35,753
ISHARES TR
CORE MSCI EAFE
03,825,583+3,825,5830269,1308.91%+269,130
SELECT SECTOR SPDR TR
ST STR ENERG ETF
0439,756+439,756036,8691.22%+36,869
VANGUARD WORLD FDS
CONSUM DIS ETF
051,098+51,098015,5620.52%+15,562
ISHARES TR0493,080+493,080098,9663.28%+98,966
INVESCO EXCH TRADED FD TR II
SR LN ETF
8,117,6488,565,742+448,094170,389181,4226.01%+11,033
MICROSOFT CORP(MSFT)0168,920+168,920063,5212.10%+63,521
JOHN HANCOCK EXCHANGE TRADED
MLTFCTR LRG CAP
01,701,555+1,701,5550100,0683.31%+100,068
APPLE INC(AAPL)0407,409+407,409078,4382.60%+78,438
SPDR SER TR
ST STR SP REGBNK
0143,230+143,23007,5100.25%+7,510
SPDR SER TR
ST TERM HIGH ETF
6,610,2666,721,831+111,565161,687168,9875.59%+7,300
INTEL CORP(INTC)473,402471,405-1,99716,82923,6880.78%+6,859
ADVANCED MICRO DEVICES INC(AMD)0136,764+136,764020,1600.67%+20,160
EXPEDIA GROUP INC(EXPE)0111,362+111,362016,9040.56%+16,904
SPDR SER TR
ST STR SP BIOT
060,750+60,75005,4240.18%+5,424
DOCUSIGN INC(DOCU)286,831291,500+4,66912,04717,3300.57%+5,283
VANGUARD INDEX FDS0138,665+138,665043,1081.43%+43,108
ISHARES TR047,909+47,90905,2000.17%+5,200
SCHWAB CHARLES CORP(SCHW)0347,622+347,622023,9160.79%+23,916
QUALCOMM INC(QCOM)0130,351+130,351018,8530.62%+18,853
TAIWAN SEMICONDUCTOR MFG LTD(TSM)0247,962+247,962025,7880.85%+25,788
SELECT SECTOR SPDR TR
ST STR SVC ETF
547,901557,125+9,22435,92640,4811.34%+4,555
SELECT SECTOR SPDR TR
ST STR INDL ETF
85,785113,229+27,4448,69712,9070.43%+4,210
ETF MANAGERS TR080,690+80,69003,7450.12%+3,745
LULULEMON ATHLETICA INC(LULU)030,633+30,633015,6620.52%+15,662
SCHWAB STRATEGIC TR0167,920+167,92009,4710.31%+9,471
ROBERT HALF INC.(RHI)211,289216,808+5,51915,48319,0620.63%+3,579
AMAZON COM INC(AMZN)138,882138,550-33217,65521,0510.70%+3,397
ACCENTURE PLC IRELAND
SHS CLASS A
61,46963,292+1,82318,87822,2100.74%+3,332
META PLATFORMS INC(META)59,74160,074+33317,93521,2640.70%+3,329
BROADCOM INC(AVGO)010,673+10,673011,9140.39%+11,914
RTX CORPORATION(RTX)0218,337+218,337018,3710.61%+18,371
AGILENT TECHNOLOGIES INC(A)0109,073+109,073015,1640.50%+15,164
BOEING CO(BA)041,270+41,270010,7570.36%+10,757
ISHARES TR0138,011+138,011014,9400.49%+14,940
CVS HEALTH CORP(CVS)248,485255,829+7,34417,34920,2000.67%+2,851
JPMORGAN CHASE & CO(JPM)091,243+91,243015,5200.51%+15,520
INVESCO EXCHANGE TRADED FD T
RAFI US 1000 ETF
0868,145+868,145030,5591.01%+30,559
APPLIED MATLS INC096,997+96,997015,7200.52%+15,720
BANK AMERICA CORP0310,164+310,164010,4430.35%+10,443
VISA INC(V)064,995+64,995016,9210.56%+16,921
AMERICAN EXPRESS CO(AXP)48,71550,593+1,8787,2689,4780.31%+2,210
AMGEN INC(AMGN)90,78491,431+64724,39926,3340.87%+1,935
ALPHABET INC(GOOG)171,759173,394+1,63522,47624,2210.80%+1,745
VERIZON COMMUNICATIONS INC(VZ)0247,430+247,43009,3280.31%+9,328
ECOLAB INC(ECL)048,978+48,97809,7150.32%+9,715
SYSCO CORP(SYY)0172,318+172,318012,6020.42%+12,602
MEDTRONIC PLC(MDT)0187,049+187,049015,4090.51%+15,409
FIDELITY NATIONAL FINANCIAL(FNF)126,146130,909+4,7635,2106,6790.22%+1,469
NOVO-NORDISK A S(NVO)100,881102,770+1,8899,17410,6320.35%+1,457
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)147,781150,389+2,60810,01111,3590.38%+1,348
PAYCHEX INC(PAYX)183,809188,951+5,14221,19922,5060.75%+1,307
NIKE INC(NKE)086,877+86,87709,4320.31%+9,432
EATON CORP PLC(ETN)50,41249,997-41510,75212,0400.40%+1,288
ABBVIE INC(ABBV)95,11099,361+4,25114,17715,3980.51%+1,221
GLOBAL X FDS
LITHIUM BTRY ETF
023,711+23,71101,2080.04%+1,208
F5 INC(FFIV)55,97257,135+1,1639,01910,2260.34%+1,207
ADOBE INC(ADBE)017,457+17,457010,4150.34%+10,415
ALPHABET INC(GOOG)67,82671,369+3,5438,94310,0580.33%+1,115
LOCKHEED MARTIN CORP(LMT)017,003+17,00307,7060.26%+7,706
UNITED PARCEL SERVICE INC(UPS)0114,232+114,232017,9610.59%+17,961
ABBOTT LABS057,034+57,03406,2780.21%+6,278
VANGUARD TAX-MANAGED FDS0123,438+123,43805,9130.20%+5,913
SCHWAB STRATEGIC TR0155,806+155,80605,7590.19%+5,759
PEPSICO INC(PEP)032,700+32,70005,5540.18%+5,554
ISHARES TR032,230+32,23008,9330.30%+8,933
ISHARES TR105,895108,035+2,1409,95810,7230.36%+764
PROCTER AND GAMBLE CO(PG)032,230+32,23004,7230.16%+4,723
ELI LILLY & CO(LLY)3,9274,879+9522,1092,8440.09%+735
UNITEDHEALTH GROUP INC(UNH)24,55524,911+35612,38013,1150.43%+735
THE BEAUTY HEALTH COMPANY0219,761+219,76106830.02%+683
IDEXX LABS INC(IDXX)04,699+4,69902,6080.09%+2,608
SPDR DOW JONES INDL AVERAGE(DIA)06,465+6,46502,4360.08%+2,436
CONOCOPHILLIPS(COP)05,576+5,57606470.02%+647
ISHARES TR0103,275+103,27507,7820.26%+7,782
ISHARES INC
ESG AWR MSCI EM
018,275+18,27505860.02%+586
STARBUCKS CORP(SBUX)073,621+73,62107,0680.23%+7,068
BERKSHIRE HATHAWAY INC DEL15,28016,496+1,2165,3535,8840.19%+531
UNION PAC CORP(UNP)6,0157,016+1,0011,2251,7230.06%+498
JOHNSON & JOHNSON(JNJ)095,715+95,715015,0020.50%+15,002
KIMBERLY-CLARK CORP(KMB)48,03851,627+3,5895,8056,2730.21%+468
NVIDIA CORPORATION(NVDA)5,2835,510+2272,2982,7290.09%+431
GALLAGHER ARTHUR J & CO(AJG)7,1139,122+2,0091,6212,0510.07%+430
ZOOM VIDEO COMMUNICATIONS IN(ZM)161,657163,039+1,38211,30611,7240.39%+418
INTERNATIONAL BUSINESS MACHS(IBM)14,75315,078+3252,0702,4660.08%+396
MCDONALDS CORP(MCD)012,134+12,13403,5980.12%+3,598
VANGUARD INDEX FDS9,8009,700-1003,8494,2370.14%+388
WELLS FARGO CO NEW(WFC)031,150+31,15001,5330.05%+1,533
ILLINOIS TOOL WKS INC(ITW)09,617+9,61702,5190.08%+2,519
MASTERCARD INCORPORATED(MA)07,601+7,60103,2420.11%+3,242
ISHARES TR026,953+26,95302,7090.09%+2,709
VANGUARD INDEX FDS015,195+15,19503,6740.12%+3,674
ISHARES TR015,949+15,94902,4770.08%+2,477
JOHN HANCOCK EXCHANGE TRADED
MULTIFACTOR MI
079,307+79,30704,1760.14%+4,176
SPDR S&P 500 ETF TR(SPY)020,540+20,54009,7630.32%+9,763
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