Fund HoldingsBaker Ellis Asset Management LLC

Total Portfolio Value
$693.03M
Total Bought
$69.09M
Total Sold
$42.98M
Net Transaction
+$26.11M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
INVESCO EXCHANGE TRADED FD T
RAFI US 1000 ETF
0329,682+329,682013,3221.92%+13,322
BERKSHIRE HATHAWAY INC DEL068,934+68,934036,7135.30%+36,713
SCHLUMBERGER LTD(SLB)11,925112,190+100,2654574,6900.68%+4,232
MUELLER INDS INC(MLI)042,865+42,86503,2640.47%+3,264
EATON CORP PLC(ETN)010,545+10,54502,8660.41%+2,866
DIMENSIONAL ETF TRUST
INTL SMALL CAP V
0421,136+421,136012,2631.77%+12,263
FIDELITY MERRIMACK STR TR0332,939+332,939015,1992.19%+15,199
ISHARES TR
CORE MSCI TOTAL
0144,857+144,857010,1121.46%+10,112
BERKSHIRE HATHAWAY INC DEL013+13010,3801.50%+10,380
EXXON MOBIL CORP073,475+73,47508,7381.26%+8,738
RTX CORPORATION(RTX)059,548+59,54807,8881.14%+7,888
ISHARES TR099,318+99,31809,9981.44%+9,998
GOLDMAN SACHS ETF TR0357,871+357,871012,7581.84%+12,758
SANOFI(SNY)093,780+93,78005,2010.75%+5,201
HUNTINGTON INGALLS INDS INC(HII)010,815+10,81502,2070.32%+2,207
ISHARES TR
CORE 1 5 YR USD
107,503125,700+18,1975,1356,0780.88%+942
MID-AMER APT CMNTYS INC(MAA)046,026+46,02607,7131.11%+7,713
VERIZON COMMUNICATIONS INC(VZ)069,938+69,93803,1720.46%+3,172
MOLSON COORS BEVERAGE CO(TAP)144,822148,358+3,5368,3019,0311.30%+729
WORLD GOLD TR(GLDM)55,00056,650+1,6502,8593,5060.51%+647
SOUTHWEST GAS HLDGS INC(SWX)08,457+8,45706070.09%+607
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
017,598+17,59805500.08%+550
VANGUARD MUN BD FDS4,10011,100+7,0003078360.12%+529
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
014,200+14,20001,1610.17%+1,161
GOLDMAN SACHS ETF TR115,908120,463+4,55511,58212,0681.74%+486
PINNACLE WEST CAP CORP(PNW)048,494+48,49404,6190.67%+4,619
FOMENTO ECONOMICO MEXICANO S(FMX)040,619+40,61903,9640.57%+3,964
FISERV INC(FISV)42,66541,726-9398,7649,2141.33%+450
SPDR GOLD TR(GLD)08,199+8,19902,3620.34%+2,362
AMERICAN CENTY ETF TR010,680+10,68007450.11%+745
BP PLC(BP)0118,439+118,43904,0020.58%+4,002
MARSH & MCLENNAN COS INC(MRSH)2,3483,788+1,4404999240.13%+426
BAXTER INTL INC088,945+88,94503,0450.44%+3,045
SHELL PLC(SHEL)020,300+20,30001,4880.21%+1,488
ISHARES TR012,151+12,15101,0050.15%+1,005
KROGER CO(KR)65,95265,410-5424,0334,4280.64%+395
JOHNSON & JOHNSON(JNJ)08,779+8,77901,4560.21%+1,456
NORTHROP GRUMMAN CORP(NOC)09,706+9,70604,9700.72%+4,970
JPMORGAN CHASE & CO.(JPM)51,87052,112+24212,43412,7831.84%+349
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
05,587+5,58703380.05%+338
WHIRLPOOL CORP(WHR)03,696+3,69603330.05%+333
WABTEC(WAB)01,800+1,80003260.05%+326
TIMKEN CO(TKR)064,590+64,59004,6420.67%+4,642
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
04,671+4,67102790.04%+279
NOVARTIS AG(NVS)012,361+12,36101,3780.20%+1,378
VISA INC(V)4,9045,172+2681,5501,8130.26%+263
AMPHENOL CORP NEW04,000+4,00002620.04%+262
AGNICO EAGLE MINES LTD(AEM)08,087+8,08708770.13%+877
ABBVIE INC(ABBV)07,134+7,13401,4950.22%+1,495
QUEST DIAGNOSTICS INC(DGX)01,220+1,22002060.03%+206
VANGUARD STAR FDS03,300+3,30002050.03%+205
AGCO CORP029,934+29,93402,7710.40%+2,771
RPM INTL INC(RPM)01,760+1,76002040.03%+204
DIMENSIONAL ETF TRUST
EMGR CRE EQT MNG
07,838+7,83802030.03%+203
VERTEX PHARMACEUTICALS INC(VRTX)1,0581,273+2154266170.09%+191
VANECK MERK GOLD ETF(OUNZ)37,00037,00009361,1150.16%+179
CHUBB LIMITED
COM
02,349+2,34907090.10%+709
VANGUARD INTL EQUITY INDEX F035,126+35,12602,1310.31%+2,131
CHEVRON CORP NEW(CVX)7,1667,152-141,0381,1960.17%+159
STRYKER CORPORATION(SYK)021,369+21,36907,9541.15%+7,954
WASTE MGMT INC DEL(WM)06,286+6,28601,4550.21%+1,455
PROCTER AND GAMBLE CO(PG)4,1244,885+7616918330.12%+141
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
26,30028,800+2,5001,3341,4640.21%+131
ENTERGY CORP NEW(ETR)12,86012,910+509751,1040.16%+129
CENCORA INC2,2802,28005126340.09%+122
UNION PAC CORP(UNP)010,988+10,98802,5960.37%+2,596
SCHWAB STRATEGIC TR0397,882+397,882011,1251.61%+11,125
SCHWAB STRATEGIC TR183,237188,421+5,1844,3394,4490.64%+110
VANGUARD WORLD FD
HEALTH CAR ETF
011,927+11,92703,1570.46%+3,157
INVESCO CURRENCYSHARES SWISS(FXF)03,100+3,10003110.04%+311
DEERE & CO(DE)2,1802,18009241,0230.15%+100
SPROTT PHYSICAL GOLD TR(PHYS)23,00023,00004635530.08%+90
ABBOTT LABS2,3282,596+2682633440.05%+81
ISHARES TR09,561+9,56101,0000.14%+1,000
TOTALENERGIES SE(TTE)011,600+11,60007500.11%+750
ISHARES TR
MSCI EAFE MIN VL
012,300+12,30009580.14%+958
ISHARES TR
INTL EQTY FACTOR
030,800+30,80009500.14%+950
ISHARES GOLD TR(IAU)6,5006,50003223830.06%+61
PHILLIPS 66(PSX)07,343+7,34309070.13%+907
PROLOGIS INC.(PLD)09,550+9,55001,0680.15%+1,068
OSHKOSH CORP(OSK)035,304+35,30403,3210.48%+3,321
PREFORMED LINE PRODS CO(PLPC)04,270+4,27005980.09%+598
POTLATCHDELTIC CORPORATION08,611+8,61103890.06%+389
LABCORP HOLDINGS INC(LH)07,935+7,93501,8470.27%+1,847
NEXTERA ENERGY INC(NEE)012,416+12,41608800.13%+880
IMPERIAL OIL LTD(IMO)03,900+3,90002820.04%+282
VANGUARD WORLD FD
UTILITIES ETF
06,750+6,75001,1530.17%+1,153
LISTED FD TR
HORI KI INFL ETF
23,91823,418-5009119520.14%+41
BANK AMERICA CORP14,50516,235+1,7306376770.10%+40
PROGRESSIVE CORP(PGR)0900+90002550.04%+255
TJX COS INC NEW(TJX)3,7954,075+2804584960.07%+38
SCHWAB STRATEGIC TR010,050+10,05003640.05%+364
ISHARES TR2,1662,584+4184795150.07%+37
BANK NEW YORK MELLON CORP5,1905,19003994350.06%+37
STARBUCKS CORP(SBUX)05,604+5,60405500.08%+550
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
019,168+19,16803,3200.48%+3,320
MCDONALDS CORP(MCD)01,358+1,35804240.06%+424
ARCOS DORADOS HOLDINGS INC(ARCO)40,50040,50002953260.05%+32
COCA-COLA EUROPACIFIC PARTNE
SHS
3,0003,00002302610.04%+31
PIMCO EQUITY SER
RAFI DYN ML US
231,578229,198-2,38011,48411,5101.66%+26
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