Fund HoldingsRiverGlades Family Offices LLC

Total Portfolio Value
$123.50M
Total Bought
$10.49M
Total Sold
$16.90M
Net Transaction
-$6.41M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
ISHARES TR054,144+54,14405,2874.28%+5,287
ISHARES TR53,17851,770-1,40822,83626,06021.10%+3,223
BARCLAYS BANK PLC(DJP)068,595+68,59502,0521.66%+2,052
ISHARES TR33,25733,052-2058,2939,3507.57%+1,058
VANGUARD TAX-MANAGED FDS182,410180,420-1,9907,9758,6176.98%+642
SPDR SER TR
ST STR RATE ETF
82,821103,415+20,5942,5443,1742.57%+630
SELECT SECTOR SPDR TR
ST STR TECHN ETF
24,41522,238-2,1774,0024,5873.71%+584
VANGUARD INDEX FDS17,28717,412+1253,2683,7703.05%+502
PALO ALTO NETWORKS INC(PANW)3,3003,30007741,2280.99%+454
ISHARES TR26,34826,618+2702,0592,3181.88%+259
SELECT SECTOR SPDR TR
ST STR FINL ETF
45,71245,097-6151,5161,7711.43%+254
ISHARES TR19,11319,052-611,8032,0561.66%+253
VANGUARD BD INDEX FDS03,105+3,10502380.19%+238
EATON CORP PLC(ETN)0849+84902330.19%+233
MICROSOFT CORP(MSFT)2,3002,30007269550.77%+229
PAYPAL HLDGS INC(PYPL)03,750+3,75002250.18%+225
MEDTRONIC PLC(MDT)02,500+2,50002130.17%+213
AIRBNB INC01,375+1,37502110.17%+211
SELECT SECTOR SPDR TR
ST STR CARE ETF
16,54416,202-3422,1302,3361.89%+206
SELECT SECTOR SPDR TR
ST STR INDL ETF
14,32514,120-2051,4521,6541.34%+201
META PLATFORMS INC(META)1,1051,130+253325300.43%+198
SPDR S&P 500 ETF TR(SPY)2,7892,770-191,1921,3881.12%+196
ISHARES TR25,03625,03601,7251,8881.53%+163
AMAZON COM INC(AMZN)3,3983,443+454325930.48%+161
SELECT SECTOR SPDR TR
ST STR SVC ETF
15,49114,631-8601,0161,1620.94%+146
SELECT SECTOR SPDR TR
ST STR DISCR ETF
8,9238,743-1801,4361,5721.27%+135
HUBBELL INC(HUBB)1,7001,850+1505336660.54%+133
SALESFORCE INC(CRM)1,5251,52503094380.35%+129
APPLIED MATLS INC2,7002,70003745010.41%+127
MARATHON PETE CORP(MPC)6,7006,70001,0141,1320.92%+118
SERVICENOW INC(NOW)47547502663740.30%+108
APPLE INC(AAPL)8,2218,061-1601,4071,5091.22%+101
VANGUARD INTL EQUITY INDEX F139,022135,752-3,2705,4515,5404.49%+89
RTX CORPORATION(RTX)4,6004,60003314190.34%+88
BANK AMERICA CORP11,30011,30003093800.31%+71
ISHARES TR14,39914,549+1501,0611,1230.91%+62
ALPHABET INC(GOOG)3,5023,500-24585160.42%+58
SELECT SECTOR SPDR TR
ST STR STAPL ETF
13,60713,375-2329369850.80%+49
GENERAL DYNAMICS CORP(GD)1,0001,00002212690.22%+48
ISHARES TR24,06624,06609139600.78%+47
CVS HEALTH CORP(CVS)6,2006,20004334790.39%+46
ALPHABET INC(GOOG)2,2402,290+502953410.28%+45
VANECK ETF TRUST
GOLD MINERS ETF
10,38911,893+1,5042803250.26%+45
ONEOK INC NEW(OKE)6,9446,900-444404850.39%+44
ISHARES GOLD TR(IAU)99,89492,577-7,3173,4953,5392.87%+44
BERKSHIRE HATHAWAY INC DEL57557502012290.19%+27
VANGUARD INDEX FDS3,7133,630-832813060.25%+25
MONDELEZ INTL INC(MDLZ)5,7005,70003964190.34%+23
SELECT SECTOR SPDR TR
ST STR MATER ETF
4,9174,839-783864060.33%+19
UNITEDHEALTH GROUP INC(UNH)1,4001,40007067250.59%+19
ISHARES TR5,2005,20002532670.22%+14
GALLAGHER ARTHUR J & CO(AJG)1,6461,64603753880.31%+13
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
2,7842,78402122230.18%+11
ALAMOS GOLD INC NEW12,50012,50001411500.12%+9
ISHARES SILVER TR(SLV)18,52018,52003773840.31%+8
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
3,4003,40002562620.21%+7
SPDR SER TR
ST SHOR CORP ETF
76,34275,342-1,0002,2382,2431.82%+5
ENERGY TRANSFER L P(ET)17,85017,85002502520.20%+1
VANGUARD INTL EQUITY INDEX F19,62217,742-1,8801,1371,1340.92%-3
NOVARTIS AG(NVS)2,8002,80002852810.23%-4
PHILIP MORRIS INTL INC(PM)2,4602,46002282210.18%-6
CONSTELLATION BRANDS INC(STZ)1,5001,50003773710.30%-6
VANGUARD INTL EQUITY INDEX F10,8809,890-9907287180.58%-10
ISHARES TR2,6622,415-2472722610.21%-10
PEABODY ENERGY CORP(BTU)8,2008,000-2002132010.16%-12
ENTERPRISE PRODS PARTNERS L(EPD)22,72222,72206226020.49%-20
ANHEUSER BUSCH INBEV SA/NV(BUD)4,5003,500-1,0002492270.18%-22
BECTON DICKINSON & CO(BDX)1,6001,60004143890.32%-24
SPDR SER TR
ST NUVE TERM ETF
49,26446,915-2,3492,2772,2351.81%-42
NUTRIEN LTD(NTR)4,0004,00002472000.16%-47
CRESCENT ENERGY COMPANY(CRGY)16,20014,200-2,0002051570.13%-47
SELECT SECTOR SPDR TR
ST STR ENERG ETF
6,6986,528-1706055500.45%-56
EXXON MOBIL CORP4,9754,97505855130.42%-72
VANGUARD MUN BD FDS51,05046,771-4,2792,4562,3711.92%-85
SCHLUMBERGER LTD(SLB)10,00010,00005834810.39%-102
TYSON FOODS INC(TSN)4,2000-4,2002120-212
BUNGE LIMITED2,0000-2,0002170-216
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
65,21659,296-5,9203,1192,8862.34%-233
DUPONT DE NEMOURS INC(DD)3,4000-3,4002540-254
SIMON PPTY GROUP INC NEW(SPG)2,4000-2,4002590-259
ISHARES TR4,0050-4,0054110-411
BARCLAYS BANK PLC(DJP)67,3250-67,3252,1640-2,164
ISHARES TR58,8390-58,8395,5330-5,533
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