Fund HoldingsMCF Advisors LLC

Total Portfolio Value
$1.22B
Total Bought
$141.65M
Total Sold
$62.96M
Net Transaction
+$78.69M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
ISHARES TR
US TREAS BD ETF
2,380,1683,921,528+1,541,36052,45990,3527.38%+37,893
VANGUARD INDEX FDS0615,858+615,8580269,00721.98%+269,007
ISHARES TR
CORE MSCI INTL
01,385,612+1,385,612088,2087.21%+88,208
SPDR S&P 500 ETF TR(SPY)0171,973+171,973081,9056.69%+81,905
ISHARES INC
CORE MSCI EMKT
01,174,768+1,174,768059,4204.85%+59,420
ISHARES TR0201,585+201,585055,8694.56%+55,869
ISHARES TR0288,199+288,199031,1982.55%+31,198
ISHARES TR
CORE MSCI EAFE
0473,844+473,844033,3352.72%+33,335
ISHARES TR072,566+72,566034,6602.83%+34,660
ISHARES TR559,478577,081+17,60326,89429,5812.42%+2,687
MICROSOFT CORP(MSFT)032,669+32,669012,2851.00%+12,285
SPDR SER TR
ST SHOR CORP ETF
1,572,7821,615,930+43,14846,11448,1223.93%+2,008
APPLE INC(AAPL)091,912+91,912017,6961.45%+17,696
ISHARES TR062,238+62,238012,4921.02%+12,492
SCHWAB STRATEGIC TR1,055,9111,077,628+21,71750,56852,2114.27%+1,644
ISHARES TR013,989+13,98901,5170.12%+1,517
SPDR S&P MIDCAP 400 ETF TR(MDY)023,409+23,409011,8990.97%+11,899
VANGUARD INDEX FDS029,966+29,96609,3160.76%+9,316
ISHARES TR0174,953+174,953013,1831.08%+13,183
SCHWAB STRATEGIC TR0237,433+237,433013,3911.09%+13,391
SPIRIT AEROSYSTEMS HLDGS INC040,885+40,88501,2990.11%+1,299
MOODYS CORP(MCO)05,798+5,79802,2650.19%+2,265
ISHARES TR534,122555,267+21,14513,01713,7481.12%+732
POSEIDA THERAPEUTICS INC42,854247,024+204,1701028300.07%+728
INVESCO QQQ TR7,0297,888+8592,5193,2310.26%+711
THERMO FISHER SCIENTIFIC INC(TMO)1,8172,993+1,1769201,5900.13%+670
FIFTH THIRD BANCORP(FITB)041,266+41,26601,4340.12%+1,434
HORMEL FOODS CORP(HRL)035,006+35,00601,1240.09%+1,124
JPMORGAN CHASE & CO(JPM)21,22821,616+3883,0783,6770.30%+598
AMAZON COM INC(AMZN)023,577+23,57703,5820.29%+3,582
STARWOOD PPTY TR INC(STWD)028,842+28,84206200.05%+620
MICROVISION INC DEL982,7461,009,746+27,0002,1522,6860.22%+534
ISHARES TR
IBDS DEC28 ETF
134,833150,062+15,2293,2403,7650.31%+525
NVIDIA CORPORATION(NVDA)5,7976,087+2902,5223,0140.25%+493
VISA INC(V)010,084+10,08402,6250.21%+2,625
SCHWAB CHARLES CORP(SCHW)07,986+7,98605490.04%+549
BROADCOM INC(AVGO)01,416+1,41601,5800.13%+1,580
PRICE T ROWE GROUP INC(TROW)05,861+5,86106310.05%+631
JOHNSON & JOHNSON(JNJ)12,93815,768+2,8302,0152,4720.20%+457
NETFLIX INC(NFLX)01,122+1,12205460.04%+546
NIKE INC(NKE)010,846+10,84601,1790.10%+1,179
ISHARES TR366,168376,241+10,0739,0559,3720.77%+317
ALPHABET INC(GOOG)018,846+18,84602,6330.22%+2,633
INTEL CORP(INTC)24,04422,764-1,2808551,1440.09%+289
BANK AMERICA CORP036,232+36,23201,2200.10%+1,220
ROCKWELL AUTOMATION INC(ROK)01,693+1,69305260.04%+526
AMERICAN EXPRESS CO(AXP)03,918+3,91807340.06%+734
NEXTERA ENERGY INC(NEE)021,294+21,29401,2930.11%+1,293
TRUIST FINL CORP(TFC)033,735+33,73501,2450.10%+1,245
HOME DEPOT INC(HD)6,4046,383-211,9352,2120.18%+277
QUALCOMM INC(QCOM)06,411+6,41109270.08%+927
LAS VEGAS SANDS CORP(LVS)05,475+5,47502690.02%+269
HILLMAN SOLUTIONS CORP(HLMN)0278,980+278,98002,5690.21%+2,569
BLACKSTONE MTG TR INC(BXMT)029,086+29,08606360.05%+636
ISHARES TR020,788+20,78802,1710.18%+2,171
ISHARES TR
IBONDS 27 ETF
208,451211,465+3,0144,8245,0600.41%+237
ISHARES TR147,019149,002+1,9832,9963,2240.26%+228
ATLASSIAN CORPORATION6,1266,12601,2341,4570.12%+223
UNION PAC CORP(UNP)4,2304,400+1708611,0810.09%+219
ISHARES TR126,790128,819+2,0292,4582,6760.22%+218
ALPHABET INC(GOOG)06,409+6,40909030.07%+903
VANGUARD INDEX FDS018,851+18,85102,8180.23%+2,818
MARKEL GROUP INC(MKL)0350+35004970.04%+497
GOLDMAN SACHS GROUP INC(GS)01,099+1,09904240.03%+424
COCA COLA CO(KO)013,871+13,87108170.07%+817
MGM RESORTS INTERNATIONAL(MGM)016,242+16,24207260.06%+726
ISHARES TR87,42188,815+1,3942,0532,2410.18%+188
ISHARES TR125,142126,854+1,7122,7412,9270.24%+186
SCHWAB STRATEGIC TR04,000+4,00001840.02%+184
CSX CORP(CSX)09,999+9,99903470.03%+347
MCDONALDS CORP(MCD)05,102+5,10201,5130.12%+1,513
SPX TECHNOLOGIES INC01,708+1,70801730.01%+173
PEPSICO INC(PEP)08,895+8,89501,5170.12%+1,517
WALMART INC(WMT)06,063+6,06309590.08%+959
WELLS FARGO CO NEW(WFC)011,113+11,11305470.04%+547
BLACKSTONE INC(BX)01,300+1,30001700.01%+170
VANGUARD INDEX FDS011,901+11,90102,8230.23%+2,823
EATON CORP PLC(ETN)03,550+3,55008550.07%+855
ISHARES TR04,553+4,55307920.06%+792
ISHARES TR011,121+11,12101,1460.09%+1,146
ALTRIA GROUP INC(MO)011,398+11,39804690.04%+469
WASTE MGMT INC DEL(WM)03,563+3,56306380.05%+638
RTX CORPORATION(RTX)09,828+9,82808270.07%+827
ELI LILLY & CO(LLY)2,6722,710+381,4351,5790.13%+144
DIMENSIONAL ETF TRUST
US CORE EQT MKT
04,132+4,13201370.01%+137
ISHARES TR011,163+11,16308380.07%+838
ISHARES TR57,60258,460+8581,3811,5110.12%+130
BLOCK INC(XYZ)03,995+3,99503090.03%+309
BERKSHIRE HATHAWAY INC DEL08,084+8,08402,8830.24%+2,883
SPDR INDEX SHS FDS
ST STR PO EX ETF
043,824+43,82401,4900.12%+1,490
OREILLY AUTOMOTIVE INC(ORLY)0812+81207710.06%+771
ISHARES TR09,247+9,24709180.07%+918
GLOBAL X FDS
S&P 500 CATHOLIC
019,477+19,47701,1290.09%+1,129
SELECT SECTOR SPDR TR
ST STR TECHN ETF
04,116+4,11607920.06%+792
VANGUARD TAX-MANAGED FDS03,757+3,75701800.01%+180
TARGET CORP(TGT)03,673+3,67305230.04%+523
FARADAY FUTRE INTLGT ELCTR I0503,750+503,75001160.01%+116
ISHARES TR07,184+7,18408990.07%+899
PROLOGIS INC.(PLD)05,017+5,01706690.05%+669
V F CORP(VFC)014,744+14,74402770.02%+277
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