Fund HoldingsSpectrum Asset Management, Inc. (NB/CA)

Total Portfolio Value
$225.86M
Total Bought
$65.62M
Total Sold
$39.48M
Net Transaction
+$26.15M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
SCHWAB STRATEGIC TR227,831438,378+210,54714,68630,73013.61%+16,044
SCHWAB STRATEGIC TR91,582181,008+89,4266,66015,0216.65%+8,361
ISHARES TR
ESG AWR MSCI USA
61,435120,336+58,9015,79412,6265.59%+6,832
VANGUARD SCOTTSDALE FDS
VNG RUS1000IDX
13,33437,270+23,9362,5968,0853.58%+5,490
SELECT SECTOR SPDR TR
ST STR UTIL ETF
071,442+71,44204,5242.00%+4,524
ISHARES TR
MSCI USA MIN ETF
53,681105,412+51,7313,9068,2253.64%+4,319
BUNGE GLOBAL SA(BG)027,167+27,16702,7431.21%+2,743
SCHWAB STRATEGIC TR63,572124,954+61,3822,1594,6182.04%+2,459
VERIZON COMMUNICATIONS INC(VZ)40,66693,926+53,2601,3183,5411.57%+2,223
SCHWAB STRATEGIC TR38,13071,736+33,6061,9013,9941.77%+2,093
VANECK ETF TRUST
GOLD MINERS ETF
061,035+61,03501,8930.84%+1,893
ISHARES GOLD TR(IAU)221,016244,525+23,5097,7339,5444.23%+1,810
INTEL CORP(INTC)107,833101,153-6,6803,8335,0832.25%+1,249
SCHWAB CHARLES CORP(SCHW)68,40769,984+1,5773,7564,8152.13%+1,059
VANGUARD TAX-MANAGED FDS20,01538,268+18,2538751,8330.81%+958
ISHARES TR036,316+36,31608130.36%+813
MICROSOFT CORP(MSFT)12,30112,202-993,8844,5882.03%+705
ISHARES TR029,562+29,56206880.30%+688
ISHARES TR028,164+28,16406440.28%+644
HONEYWELL INTL INC(HON)21,01021,065+553,8814,4181.96%+536
GENERAL DYNAMICS CORP(GD)13,44513,380-652,9713,4741.54%+503
QUALCOMM INC(QCOM)11,04511,920+8751,2271,7240.76%+497
APPLE INC(AAPL)20,00219,924-783,4253,8361.70%+411
ABBOTT LABS15,90216,802+9001,5401,8490.82%+309
VANGUARD INDEX FDS9,2099,019-1902,5082,8041.24%+296
SKYLINE CHAMPION CORPORATION(SKY)03,869+3,86902870.13%+287
SEMPRA(SRE)40,22540,040-1852,7603,0131.33%+253
MEDTRONIC PLC(MDT)81,54480,489-1,0556,4466,6862.96%+240
COSTCO WHSL CORP NEW(COST)2,0292,02901,1461,3700.61%+223
DUKE ENERGY CORP NEW(DUK)32,09131,464-6272,8323,0531.35%+221
EDWARDS LIFESCIENCES CORP02,761+2,76102110.09%+211
ROYAL BK CDA(RY)02,000+2,00002020.09%+202
ACCENTURE PLC IRELAND
SHS CLASS A
11,30910,439-8703,4733,6631.62%+190
VISA INC(V)4,9994,99901,1501,3020.58%+152
TENON MEDICAL INC083,261+83,26101320.06%+132
SPDR S&P 500 ETF TR(SPY)2,6132,578-351,1211,2300.54%+109
BERKSHIRE HATHAWAY INC DEL8,2158,365+1502,8782,9831.32%+106
MORNINGSTAR INC(MORN)1,8001,80004225150.23%+94
GE HEALTHCARE TECHNOLOGIES I(GEHC)9,5729,57206517400.33%+89
DEERE & CO(DE)3,1313,13101,1861,2570.56%+71
MERCADOLIBRE INC(MELI)23123102933630.16%+70
ISHARES TR2,4282,442+145736400.28%+68
EMERSON ELEC CO(EMR)25,28225,762+4802,4412,5071.11%+66
MCDONALDS CORP(MCD)1,8131,814+14785380.24%+60
MARRIOTT INTL INC NEW(MAR)2,0202,02003974560.20%+58
NIKE INC(NKE)3,9843,98403824340.19%+52
VANGUARD INDEX FDS1,9331,93304114590.20%+48
RTX CORPORATION(RTX)3,7793,794+152723190.14%+47
NVIDIA CORPORATION(NVDA)529544+152302690.12%+39
DISNEY WALT CO(DIS)3,3573,407+502723090.14%+37
BORGWARNER INC53,36861,038+7,6702,1542,1880.97%+34
ABBVIE INC(ABBV)22,59521,946-6493,3683,4011.51%+33
ISHARES TR8,9758,370-6057968280.37%+32
UNITEDHEALTH GROUP INC(UNH)1,1531,15305816070.27%+26
SPDR GOLD TR(GLD)1,2541,25402152400.11%+25
SPDR INDEX SHS FDS
ST STR PO EX ETF
7,8857,88502452680.12%+24
TEXAS INSTRS INC(TXN)1,7001,70002702900.13%+19
MCKESSON CORP(MCK)60060002612780.12%+17
NORTHROP GRUMMAN CORP(NOC)57457402532690.12%+16
HEARTBEAM INC44,90044,9000971060.05%+9
DISNEY WALT CO(DIS)(Call)00006+6
ABRDN ASIA PACIFIC INCOME FU11,20711,207027310.01%+3
VOLITIONRX LTD55,59655,596038400.02%+2
PIONEER NAT RES CO927917-102132060.09%-7
ISHARES TR1,3411,197-1445785720.25%-7
APPLE INC(AAPL)(Put)000102-8
WALMART INC(WMT)23,81523,995+1803,8093,7961.68%-13
ISHARES TR
CORE UNIVRSL USD
5,2084,595-6132282120.09%-16
SCHWAB STRATEGIC TR7,6306,980-6503663470.15%-19
GLOBAL X FDS
GLBL X MLP ETF
7,4157,020-3953313110.14%-20
CALIDI BIOTHERAPEUTICS INC83,247166,494+83,2472772510.11%-25
TENON MEDICAL INC1,070,0001,070,000044170.01%-26
CONOCOPHILLIPS(COP)8,2388,23809879560.42%-31
AMERICOLD REALTY TRUST INC(COLD)88,56787,642-9252,7132,6721.18%-41
INTEL CORP(INTC)(Call)000490-49
TESLA INC(TSLA)5,1134,818-2951,2791,1970.53%-82
ISHARES TR4,1753,000-1,1753382460.11%-92
ORACLE CORP(ORCL)27,21126,141-1,0702,8822,7561.22%-126
PEPSICO INC(PEP)2,4581,685-7734162890.13%-127
SCHLUMBERGER LTD(SLB)18,59918,071-5281,0899450.42%-144
ALPHABET INC(GOOG)6,2604,710-1,5508196580.29%-161
TENON MEDICAL INC1,082,6060-1,082,6061680-168
PFIZER INC(PFE)7,0400-7,0402340-234
ROCKWELL AUTOMATION INC(ROK)3,7452,647-1,0981,0718220.36%-249
IDEXX LABS INC(IDXX)5740-5742510-251
INMODE LTD(INMD)8,3800-8,3802550-255
ALKERMES PLC(ALKS)11,1350-11,1353120-312
ADOBE INC(ADBE)9170-9174680-468
HEXCEL CORP NEW(HXL)10,1970-10,1976640-664
ISHARES INC
MSCI SINGPOR ETF
38,0450-38,0456980-698
SCHWAB CHARLES FAMILY FD4,343,0003,638,000-705,0004,3433,6381.61%-705
EXXON MOBIL CORP36,97534,946-2,0294,3473,4941.55%-854
CF INDS HLDGS INC(CF)36,63927,979-8,6603,1412,2240.98%-917
INTUIT(INTU)1,8310-1,8319360-936
ISHARES TR
TRS FLT RT BD
18,5420-18,5429410-941
CHEVRON CORP NEW(CVX)43,70842,267-1,4417,3706,3042.79%-1,066
CISCO SYS INC(CSCO)84,97867,094-17,8844,5683,3901.50%-1,179
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
34,16823,066-11,1024,8413,6401.61%-1,202
CHESAPEAKE ENERGY CORP(EXE)31,4359,605-21,8302,7117390.33%-1,972
BUNGE LIMITED27,6370-27,6372,9920-2,992
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