Fund HoldingsWest Oak Capital, LLC

Total Portfolio Value
$2.59M
Total Bought
$412.9K
Total Sold
$219.0K
Net Transaction
+$193.9K
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
DFA International Core Equities0294,003+294,0030923.55%+92
DFA US Small Cap ETF056,735+56,7350341.31%+34
JP Morgan Ultra Short
ULTRA SHRT ETF
42,07987,849+45,77021441.72%+23
Constellation Energy Co(CEG)05,932+5,9320120.46%+12
Amgen Incorporated(AMGN)08,523+8,5230271.03%+27
Abbott Laboratories24,56423,954-61028321.23%+4
Chevrontexaco Corp(CVX)018,734+18,7340311.21%+31
Wisconsin Energy024,395+24,3950271.03%+27
Johnson & Johnson(JNJ)016,023+16,0230271.03%+27
Fidelity Natl Finl Inc035,198+35,1980230.89%+23
Novartis Ag Spon ADR(NVS)018,913+18,9130210.82%+21
Millrose Pptys Inc Class A(MRP)07,660+7,660020.08%+2
Verizon Communications(VZ)035,395+35,3950160.62%+16
ASML Holding NV
N Y REGISTRY SHS
02,520+2,5200170.65%+17
AbbVie Inc(ABBV)08,133+8,1330170.66%+17
Exxon Mobil Corporation015,922+15,9220190.73%+19
Philip Morris Intl Inc(PM)02,565+2,565040.16%+4
Shell Plc(SHEL)07,305+7,305050.21%+5
Berkshire Hathaway Cl B0945+945050.19%+5
Howmet Aerospace Inc(HWM)5001,000+500110.05%+1
Colgate-Palmolive Co(CL)027,457+27,4570260.99%+26
Raytheon Technologies Corp(RTX)03,725+3,725050.19%+5
The Charles Schwab Corp(SCHW)34,61233,462-1,15026261.01%+1
Ventas(VTR)05,455+5,455040.15%+4
Coca-Cola Company(KO)05,892+5,892040.16%+4
Intrcontinentalexchange(ICE)02,461+2,461040.15%+4
Visa Inc Cl A(V)1,9701,930-40670.26%+1
3M Company(MMM)05,280+5,280080.30%+8
Arthur J Gallagher&C(AJG)7567560230.10%0
Chubb Ltd
COM
01,735+1,735050.20%+5
Vitesse Energy Inc108,511112,126+3,61527281.07%0
Valero Energy Corp New(VLO)01,350+1,350020.07%+2
Pacer US Cash Cows 100 ETF
US CASH COWS 100
0700+700000.01%0
Mid Amer Apt Cmntys Inc.(MAA)02,410+2,410040.16%+4
Mckesson Corporation(MCK)0255+255020.07%+2
Nebius Group NV(NBIS)20023,732+23,532000.01%0
Vanguard FTSE Europe ETF0345+345000.01%0
Mc Donalds Corp(MCD)0959+959030.12%+3
Altria Group Inc(MO)2,7402,7400120.06%0
Kla Tencor Corp(KLAC)0400+400030.11%+3
Cigna Corp02,075+2,075020.09%+2
Mc Cormick & Co Inc N-Vt(MKC)03,000+3,000020.10%+2
Schwab US Dividend068,680+68,6800190.74%+19
Streettracks Gold Trust Index(GLD)0380+380010.04%+1
Elevance Health(ELV)0250+250010.04%+1
Agnico Eagle Mines Ltd(AEM)0150+150000.01%0
Cardinal Health Inc(CAH)7807800110.04%0
Deutsche Bank AG
NAMEN AKT
0600+600000.01%0
Intl Business Machines(IBM)0485+485010.05%+1
Root Inc(ROOT)0100+100000.01%0
Gilead Sciences Inc(GILD)6656650110.03%0
ACM Research Inc Cl A(ACMR)0500+500000.00%0
Cisco Systems Inc(CSCO)29,23528,230-1,00517170.67%0
Mondelez Intl Inc Cl A(MDLZ)01,360+1,360010.04%+1
Starbucks Corp(SBUX)01,600+1,600020.06%+2
Tradeweb Mkts Inc(TW)6006000110.03%0
Sector SPDR Health Fund
ST STR CARE ETF
01,190+1,190020.07%+2
Sector SPDR Fincl Select
ST STR FINL ETF
4,9625,015+53220.10%0
Allstate Corporation(ALL)6636630110.05%0
TSLA Bear Daily ETF0200+200000.00%0
Broadridge(BR)5005000110.05%0
Union Pacific Corp(UNP)0845+845020.08%+2
Bristol-Myers Squibb Co(BMY)1,4901,4900110.04%0
Amer Electric Pwr Co0360+360000.02%0
Fiserv Inc(FISV)4004000110.03%0
iShares Silver Trust(SLV)01,295+1,295000.02%0
Conocophillips(COP)01,024+1,024010.04%+1
Duke Energy Corp New(DUK)0313+313000.01%0
Lilly Eli & Company(LLY)05,391+5,3910451.72%+45
Vertex Inc Cl A(VRTX)052+52000.01%0
Church & Dwight Co Inc(CHD)0777+777010.03%+1
On Semiconductor Co(ON)0100+100000.00%0
Teledyne Technologies(TDY)0120+120010.02%+1
Boston Scientific Corp(BSX)3253250000.01%0
Stryker Corp(SYK)0300+300010.04%+1
Nrg Energy Inc(NRG)0700+700010.03%+1
American Intl Group Inc0250+250000.01%0
Garmin Ltd(GRMN)3253250110.03%0
O Reilly Automotive New(ORLY)014+14000.01%0
Intel Corp(INTC)01,295+1,295000.01%0
Netease Inc(NTES)0250+250000.01%0
Recursion Pharmaceuticals Inc(RXRX)0600+600000.00%0
Public Storage Inc(PSA)01,172+1,172040.14%+4
Cabot Oil & Gas8028020000.01%0
Proshares S&P 500 Div Aristrocrats
S&P 500 DV ARIST
0992+992010.04%+1
General Electric Company(GE)068+68000.01%0
Paychex Inc(PAYX)0160+160000.01%0
Unitedhealth Group Inc(UNH)0125+125010.03%+1
D T E Energy Company(DTB)0115+115000.01%0
iShares Dow Jones Select Dividend F0650+650010.03%+1
Kimberly-Clark Corp(KMB)0165+165000.01%0
Mitsubishi UFJ Financial Group Inc(MUFG)1,0001,0000000.01%0
Sector SPDR Engy Select
ST STR ENERG ETF
0200+200000.01%0
Solventum Corp Com Shs(SOLV)0165+165000.00%0
SPDR S&P Dividend ETF
ST STR SP DIV
0425+425010.02%+1
Amern Tower Corp Class A045+45000.00%0
Astrazeneca(AZN)0175+175000.00%0
iShares S&P Asia 500300+300000.01%0
S J W Group(HTO)0250+250000.01%0
Lam Research Corporation(LRCX)02,650+2,650020.07%+2
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