Fund HoldingsBlume Capital Management, Inc.

Total Portfolio Value
$413.94M
Total Bought
$20.36M
Total Sold
$24.61M
Net Transaction
-$4.25M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
BONDBLOXX ETF TRUST
BLOOMBERG SIX MN
119,770211,796+92,0266,01210,6552.57%+4,643
META PLATFORMS INC(META)24,53722,829-1,7088,68511,0852.68%+2,400
MICRON TECHNOLOGY INC(MU)73,59771,262-2,3356,2818,4012.03%+2,120
DISNEY WALT CO(DIS)91,19383,731-7,4628,23410,2452.48%+2,012
T ROWE PRICE ETF INC
TOTAL RETURN ETF
128,320180,195+51,8755,2777,2751.76%+1,998
SELECT SECTOR SPDR TR
ST STR ENERG ETF
0165,728+165,728015,6463.78%+15,646
UBER TECHNOLOGIES INC(UBER)171,800160,715-11,08510,57812,3732.99%+1,796
CITIGROUP INC(C)140,452141,027+5757,2258,9192.15%+1,694
FEDEX CORP(FDX)044,938+44,938013,0203.15%+13,020
APPLIED MATLS INC43,47641,186-2,2907,0468,4942.05%+1,448
AMAZON COM INC(AMZN)47,75347,178-5757,2568,5102.06%+1,254
WELLS FARGO CO NEW(WFC)143,603143,378-2257,0688,3102.01%+1,242
BANK AMERICA CORP271,147271,036-1119,13010,2782.48%+1,148
CAPITAL ONE FINL CORP(COF)64,45164,291-1608,4519,5722.31%+1,121
CVS HEALTH CORP(CVS)91,759103,655+11,8967,2458,2682.00%+1,022
GOLDMAN SACHS ETF TR034,578+34,57803,4890.84%+3,489
FREEPORT-MCMORAN INC(FCX)155,449157,734+2,2856,6177,4171.79%+799
SCHWAB CHARLES CORP(SCHW)187,920188,745+82512,92913,6543.30%+725
BERKSHIRE HATHAWAY INC DEL11,88511,750-1354,2394,9411.19%+702
FISERV INC(FISV)24,43924,269-1703,2463,8790.94%+632
JPMORGAN CHASE & CO(JPM)24,62323,612-1,0114,1884,7291.14%+541
CHARTER COMMUNICATIONS INC N(CHTR)01,628+1,62804730.11%+473
ALPHABET INC(GOOG)89,27485,589-3,68512,58113,0323.15%+450
GOLDMAN SACHS GROUP INC(GS)15,07614,987-895,8166,2601.51%+444
CNH INDL N V
SHS
338,055351,855+13,8004,1184,5601.10%+443
VANGUARD INDEX FDS19,27419,27404,5725,0091.21%+437
SANOFI(SNY)08,710+8,71004230.10%+423
COSTCO WHSL CORP NEW(COST)6,8646,754-1104,5314,9481.20%+417
PFIZER INC(PFE)49,22565,793+16,5681,4171,8260.44%+409
EQT CORP(EQT)010,565+10,56503920.09%+392
VANGUARD CALIF TAX FREE FDS03,500+3,50003520.08%+352
CHEWY INC(CHWY)021,260+21,26003380.08%+338
EXXON MOBIL CORP020,213+20,21302,3500.57%+2,350
JOHNSON & JOHNSON(JNJ)57,76559,265+1,5009,0549,3752.26%+321
DIMENSIONAL ETF TRUST
EMERGING MKTS VA
225,611230,914+5,3035,6855,9951.45%+309
MICROSOFT CORP(MSFT)24,48022,525-1,9559,2059,4772.29%+271
VANGUARD WORLD FD
UTILITIES ETF
29,64230,062+4204,0634,2861.04%+223
DIMENSIONAL ETF TRUST
EMERGING MKTS CO
296,972299,122+2,1507,4127,6251.84%+212
VANECK ETF TRUST(Call)
GOLD MINERS ETF
0000174+174
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
44,93945,764+8252,6792,8530.69%+174
VANGUARD INDEX FDS0452+45202170.05%+217
COLGATE PALMOLIVE CO(CL)16,60016,450-1501,3231,4810.36%+158
SCHLUMBERGER LTD(SLB)040,798+40,79802,2360.54%+2,236
GENERAL ELECTRIC CO(GE)2,8952,89503695080.12%+139
WEYERHAEUSER CO MTN BE(WY)117,550116,800-7504,0874,1941.01%+107
NVIDIA CORPORATION(NVDA)315291-241562630.06%+107
MEDTRONIC PLC(MDT)17,84017,890+501,4701,5590.38%+89
AMERICAN EXPRESS CO(AXP)2,0992,084-153934750.11%+81
NXP SEMICONDUCTORS N V
COM
4,9994,949-501,1481,2260.30%+78
VANGUARD WORLD FD
ENERGY ETF
03,260+3,26004290.10%+429
DIMENSIONAL ETF TRUST
EMGR CRE EQT MNG
05,800+5,80001430.03%+143
VANECK ETF TRUST
GOLD MINERS ETF
91,90291,852-502,8502,9040.70%+54
LAM RESEARCH CORP(LRCX)340330-102663210.08%+54
ALBEMARLE CORP(ALB)7,1388,218+1,0801,0311,0830.26%+51
ALPS ETF TR
CLEAN ENERGY
1,5003,500+2,000541040.03%+50
BROADCOM INC(AVGO)300290-103353840.09%+49
CHEVRON CORP NEW(CVX)05,570+5,57008790.21%+879
TRAVELERS COMPANIES INC(TRV)1,1001,10002102530.06%+44
COMCAST CORP NEW(CCZ)0218,799+218,79909,4852.29%+9,485
MERCK & CO INC(MRK)2,4002,300-1002623030.07%+42
COCA COLA CO(KO)17,20017,20001,0141,0520.25%+39
NUTRIEN LTD(NTR)15,83717,127+1,2908929300.22%+38
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
14,15014,15004865200.13%+34
ALPHABET INC(GOOG)9,6159,115-5001,3431,3760.33%+33
ISHARES TR3,8383,788-503493820.09%+32
RIO TINTO PLC(RIO)45,83254,002+8,1703,4133,4420.83%+29
DIMENSIONAL ETF TRUST
INTL SMALL CAP E
32,75032,75007928210.20%+29
PALANTIR TECHNOLOGIES INC(PLTR)04,890+4,89001130.03%+113
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
12,74712,497-2503733990.10%+27
SALESFORCE INC(CRM)70070001842110.05%+27
SPDR GOLD TR(GLD)1,6301,63003123350.08%+24
HORMEL FOODS CORP(HRL)07,700+7,70002690.06%+269
WALMART INC(WMT)02,769+2,76901670.04%+167
INTUITIVE SURGICAL INC459440-191551760.04%+21
MASTERCARD INCORPORATED(MA)0364+36401750.04%+175
ISHARES TR52,78652,404-3827,1717,1911.74%+20
CANADIAN NAT RES LTD(CNQ)01,800+1,80001370.03%+137
HOME DEPOT INC(HD)445450+51541730.04%+18
DIMENSIONAL ETF TRUST
CORE FIXE IN ETF
124,180125,950+1,7705,2655,2841.28%+18
GSK PLC(GSK)03,080+3,08001320.03%+132
CHUBB LIMITED
COM
0500+50001300.03%+130
EMERSON ELEC CO(EMR)01,000+1,00001130.03%+113
CRESCENT PT ENERGY CORP2,0003,500+1,50014290.01%+15
CONOCOPHILLIPS(COP)01,316+1,31601680.04%+168
ISHARES TR0550+55001580.04%+158
GE HEALTHCARE TECHNOLOGIES I(GEHC)0965+9650880.02%+88
PROCTER AND GAMBLE CO(PG)79379301161290.03%+12
SUNCOR ENERGY INC NEW(SU)02,415+2,4150890.02%+89
JOHNSON CTLS INTL PLC
SHS
01,500+1,5000980.02%+98
FORTUNE BRANDS INNOVATIONS I(FBIN)1,2801,2800971080.03%+11
VANECK ETF TRUST
JUNIOR GOLD MINE
0275+2750110.00%+11
STRYKER CORPORATION(SYK)0300+30001070.03%+107
RBB FD INC
MOTLEY FOOL GBL
04,000+4,00001210.03%+121
DEERE & CO(DE)85085003403490.08%+9
PEPSICO INC(PEP)01,783+1,78303120.08%+312
SYNOPSYS INC(SNPS)0290+29001660.04%+166
DIAMONDBACK ENERGY INC(FANG)0200+2000400.01%+40
DEVON ENERGY CORP NEW(DVN)01,735+1,7350870.02%+87
GENUINE PARTS CO(GPC)0514+5140800.02%+80
DANAHER CORPORATION(DHR)0450+45001120.03%+112
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