Fund HoldingsASSETMARK, INC

Total Portfolio Value
$30.76B
Total Bought
$4.58B
Total Sold
$2.63B
Net Transaction
+$1.95B
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
ISHARES TR07,322,496+7,322,4960598,8341.95%+598,834
ISHARES TR0731,027+731,0270384,3231.25%+384,323
NVIDIA CORPORATION(NVDA)319,636411,183+91,547158,290371,5281.21%+213,238
VANGUARD WORLD FD12,198,21812,857,390+659,1721,334,1191,536,5875.00%+202,467
VANGUARD WORLD FD6,890,6946,879,652-11,0421,788,2041,971,7776.41%+183,573
VANGUARD INDEX FDS3,105,7273,182,670+76,9431,356,5821,529,9104.97%+173,328
AMAZON COM INC(AMZN)453,0691,263,789+810,72068,839227,9620.74%+159,123
ISHARES TR
0-5YR HI YL CP
04,929,307+4,929,3070209,7420.68%+209,742
VANGUARD SCOTTSDALE FDS
LG-TERM COR BD
01,297,222+1,297,2220101,4820.33%+101,482
MICROSOFT CORP(MSFT)1,280,7361,382,569+101,833481,608581,6741.89%+100,067
SPDR SER TR
ST INTER BD ETF
03,043,478+3,043,478099,4910.32%+99,491
INVESCO EXCH TRADED FD TR II01,126,650+1,126,650098,8520.32%+98,852
SCHWAB STRATEGIC TR1,427,9872,776,293+1,348,30680,538172,2970.56%+91,758
VISTRA CORP(VST)889,9641,792,997+903,03334,281124,8820.41%+90,601
VANGUARD INDEX FDS3,043,5563,369,797+326,241441,346525,3851.71%+84,039
VANGUARD INDEX FDS3,319,0943,534,864+215,770597,337678,2702.21%+80,932
ISHARES TR0761,698+761,698080,0010.26%+80,001
META PLATFORMS INC(META)615,468592,759-22,709217,851287,8320.94%+69,981
PIMCO ETF TR
ENHAN SHRT MA AC
4,875,9205,490,920+615,000486,568552,0571.79%+65,489
ALPHABET INC(GOOG)1,824,8352,082,032+257,197254,911314,2411.02%+59,330
SPDR SER TR
SP O&G EXPL PRO
0382,205+382,205059,2150.19%+59,215
ISHARES INC
CORE MSCI EMKT
7,936,1438,734,595+798,452401,410450,7051.47%+49,295
FEDEX CORP(FDX)0285,121+285,121082,6110.27%+82,611
SPDR SER TR
ST LON TREAS ETF
02,939,378+2,939,378082,1260.27%+82,126
VANGUARD INDEX FDS465,244539,859+74,615144,635185,8190.60%+41,185
SELECT SECTOR SPDR TR
ST STR ENERG ETF
0525,221+525,221049,5860.16%+49,586
NEUBERGER BERMAN ETF TRUST
OPT STRATEGY ETF
01,465,484+1,465,484038,1540.12%+38,154
J P MORGAN EXCHANGE TRADED F
GLOBAL SEL EQUIT
0660,294+660,294037,9070.12%+37,907
ISHARES TR610,599932,594+321,99566,097103,0700.34%+36,973
SPDR SER TR
ST BLOO HIGH ETF
3,664,6964,033,121+368,425347,157383,9531.25%+36,797
VANGUARD INDEX FDS1,970,5181,984,379+13,861432,667467,8971.52%+35,230
SPDR SER TR
ST INTER ETF
01,953,859+1,953,859055,0600.18%+55,060
ISHARES TR
CORE MSCI EAFE
7,347,6107,428,363+80,753516,904551,3331.79%+34,429
EXTRA SPACE STORAGE INC(EXR)162,875410,804+247,92926,11460,3880.20%+34,274
WISDOMTREE TR(WT)1,495,4252,184,918+689,49361,31295,1750.31%+33,863
ISHARES TR
MSCI USA MMENTM
1,646,2611,550,901-95,360258,282290,5610.94%+32,279
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
6,303,9277,109,918+805,991292,250324,2831.05%+32,033
ISHARES TR
CORE MSCI EURO
1,313,6191,786,651+473,03272,275103,3580.34%+31,082
SPDR SER TR
ST STR BACKE ETF
01,422,583+1,422,583030,8990.10%+30,899
SPDR SER TR
ST STR CORPO ETF
01,048,161+1,048,161030,5120.10%+30,512
TESLA INC(TSLA)0240,351+240,351042,2510.14%+42,251
SELECT SECTOR SPDR TR
ST STR FINL ETF
195,073720,698+525,6257,33530,3560.10%+23,021
PBF ENERGY INC(PBF)01,357,056+1,357,056078,1260.25%+78,126
WILLIAMS SONOMA INC(WSM)221,665209,809-11,85644,72866,6210.22%+21,893
CNX RES CORP(CNX)0934,920+934,920022,1760.07%+22,176
PROCTER AND GAMBLE CO(PG)1,405,0091,402,225-2,784205,890227,5110.74%+21,621
SELECT SECTOR SPDR TR
ST STR INDL ETF
0170,881+170,881021,5240.07%+21,524
STEEL DYNAMICS INC(STLD)0735,443+735,4430109,0150.35%+109,015
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
0433,668+433,668025,1830.08%+25,183
HARTFORD FINL SVCS GROUP INC(HIG)854,064860,280+6,21668,65088,6520.29%+20,002
ISHARES TR
TRS FLT RT BD
01,404,657+1,404,657071,2020.23%+71,202
BLACKROCK ETF TRUST II0366,903+366,903019,2480.06%+19,248
VANGUARD TAX-MANAGED FDS2,618,7272,881,033+262,306125,437144,5410.47%+19,104
SPROUTS FMRS MKT INC(SFM)01,077,590+1,077,590069,4830.23%+69,483
KLA CORP(KLAC)118,439125,337+6,89868,84987,5560.28%+18,708
ISHARES TR5,307,7645,718,680+410,916272,076290,3370.94%+18,261
OMEGA HEALTHCARE INVS INC(OHI)0603,920+603,920019,1260.06%+19,126
VANGUARD INDEX FDS1,341,3871,311,477-29,910324,307341,9281.11%+17,621
MGIC INVT CORP WIS(MTG)0994,343+994,343022,2340.07%+22,234
THE CIGNA GROUP(CI)0227,206+227,206082,5190.27%+82,519
INVESCO EXCH TRADED FD TR II
SR LN ETF
0741,808+741,808015,6890.05%+15,689
ISHARES TR
HIGH YLD SYSTM B
0298,161+298,161013,9300.05%+13,930
WISDOMTREE TR(WT)01,001,045+1,001,045050,3430.16%+50,343
SPDR SER TR
ST STR SP CAPMKT
0512,577+512,577056,6650.18%+56,665
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
05,208,580+5,208,5800256,2100.83%+256,210
SPDR SER TR
ST STR BLO 1 ETF
0490,071+490,071044,9890.15%+44,989
SELECT SECTOR SPDR TR
ST STR SVC ETF
712,508792,379+79,87151,77164,7060.21%+12,935
CADENCE DESIGN SYSTEM INC(CDNS)0339,648+339,6480105,7260.34%+105,726
SPDR SER TR
ST PORT HIGH ETF
0524,979+524,979012,3160.04%+12,316
VANGUARD INDEX FDS1,797,8501,724,302-73,548268,779280,8200.91%+12,041
SALESFORCE INC(CRM)79,242108,376+29,13420,85232,6410.11%+11,789
ISHARES TR2,029,0342,151,643+122,609219,968231,5170.75%+11,549
GENERAL ELECTRIC CO(GE)0260,769+260,769045,7730.15%+45,773
TOLL BROTHERS INC(TOL)092,845+92,845012,0110.04%+12,011
SCHWAB STRATEGIC TR817,960852,891+34,93167,85879,0800.26%+11,222
UBER TECHNOLOGIES INC(UBER)225,094322,451+97,35713,85924,8260.08%+10,966
ISHARES TR088,576+88,576011,1010.04%+11,101
CISCO SYS INC(CSCO)2,570,9042,816,501+245,597129,882140,5720.46%+10,689
MASTERCARD INCORPORATED(MA)80,46293,375+12,91334,31844,9660.15%+10,649
RAMBUS INC DEL(RMBS)0170,743+170,743010,5540.03%+10,554
ARISTA NETWORKS INC036,545+36,545010,5970.03%+10,597
PULTE GROUP INC(PHM)617,543613,485-4,05863,74373,9990.24%+10,256
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
3,221,4943,257,441+35,94794,164104,0750.34%+9,911
ELI LILLY & CO(LLY)042,961+42,961033,4220.11%+33,422
REGENERON PHARMACEUTICALS(REGN)094,170+94,170090,6380.29%+90,638
SPDR SER TR
ST SHO TREAS ETF
01,276,700+1,276,700036,9220.12%+36,922
EVEREST GROUP LTD(EG)300,821291,263-9,558106,364115,7770.38%+9,413
UNUM GROUP(UNM)01,195,464+1,195,464064,1490.21%+64,149
BROADCOM INC(AVGO)181,577159,984-21,593202,685212,0450.69%+9,360
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
0729,221+729,221063,2020.21%+63,202
NOVO-NORDISK A S(NVO)0418,784+418,784053,7720.17%+53,772
VERIZON COMMUNICATIONS INC(VZ)2,025,8442,036,773+10,92976,37485,4630.28%+9,089
ISHARES TR057,204+57,20409,0850.03%+9,085
VANGUARD INDEX FDS261,656282,686+21,03055,81964,6190.21%+8,800
ISHARES TR034,327+34,32709,2960.03%+9,296
SPDR SER TR
ST STR P500ETF
4,246,1723,997,075-249,097237,361245,9400.80%+8,579
PACCAR INC(PCAR)0315,811+315,811039,1260.13%+39,126
SPDR SER TR
ST STR P500VAL
0354,437+354,437017,7570.06%+17,757
ISHARES TR
CORE MSCI INTL
1,516,9331,560,480+43,54796,568104,7550.34%+8,187
ALTRIA GROUP INC(MO)2,059,1112,091,352+32,24183,06591,2250.30%+8,160
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