Fund HoldingsLGL PARTNERS, LLC

Total Portfolio Value
$570.29M
Total Bought
$15.67M
Total Sold
$9.66M
Net Transaction
+$6.01M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
08,718+8,71801,2350.22%+1,235
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
018,490+18,49001,0650.19%+1,065
ISHARES TR7,47516,681+9,2067981,7110.30%+913
ISHARES TR20,34923,047+2,6989,0709,8971.74%+827
ISHARES TR64,91274,875+9,9636,3587,0411.23%+683
ISHARES TR
CORE DIV GRWTH
220,685241,510+20,82511,37211,9622.10%+590
INVESCO QQQ TR28,75430,970+2,21610,62211,0951.95%+473
ISHARES TR
CORE MSCI EAFE
18,29224,342+6,0501,2351,5660.27%+332
ISHARES TR9,39511,702+2,3071,7592,0680.36%+309
ISHARES TR7,1658,960+1,7951,7392,0080.35%+270
INVESCO DB COMMDY INDX TRCK(DBC)182,661174,661-8,0004,1464,3600.76%+213
ALPHABET INC(GOOG)17,81517,708-1072,1322,3170.41%+185
ELI LILLY & CO(LLY)2,2572,25701,0581,2120.21%+154
FS KKR CAP CORP(FSK)221,949221,94904,2574,3700.77%+113
UNILEVER PLC(UL)10,19812,674+2,4765326260.11%+94
TESLA INC(TSLA)0329+3290820.01%+82
DISNEY WALT CO(DIS)6,8338,325+1,4926106750.12%+65
ALPHABET INC(GOOG)5,1605,16006246800.12%+56
NOVO-NORDISK A S(NVO)2,5585,116+2,5584144650.08%+51
SAREPTA THERAPEUTICS INC(SRPT)4,0104,196+1864595090.09%+49
BERKSHIRE HATHAWAY INC DEL4,5004,50001,5351,5760.28%+42
BLUE OWL CAPITAL INC(OBDC)26,04426,278+2343033410.06%+37
KRATOS DEFENSE & SEC SOLUTIO(KTOS)50,00150,00107177510.13%+34
MARRIOTT INTL INC NEW(MAR)2,5802,58004745070.09%+33
GLOBAL X FDS
GLBL X MLP ETF
11,56311,788+2254965260.09%+29
FIRST TR EXCHANGE-TRADED FD7,7908,054+2641,2701,2850.23%+16
META PLATFORMS INC(META)2,7102,643-677787930.14%+16
MASTERCARD INCORPORATED(MA)1,4861,48605855890.10%+4
GENERAL DYNAMICS CORP(GD)1,4811,457-243193220.06%+3
TESLA INC(TSLA)(Call)013,500+13,50003+3
APPLE INC(AAPL)(Call)015,000+15,00003+3
META PLATFORMS INC(META)(Call)07,000+7,00002+2
AMAZON COM INC(AMZN)(Call)015,000+15,00002+2
NIKE INC(NKE)7,5338,708+1,1758318330.15%+1
ACCENTURE PLC IRELAND
SHS CLASS A
1,5691,56904844820.08%-2
SAB BIOTHERAPEUTICS INC23,00023,000019140.00%-5
ISHARES TR2,4312,43102282190.04%-9
SCHWAB STRATEGIC TR14,98214,98203693590.06%-10
ISHARES TR
CORE HIGH DV ETF
5,4885,48805535430.10%-10
ISHARES TR1,7931,79302892760.05%-13
ISHARES TR4,7144,71402382250.04%-13
VANGUARD INTL EQUITY INDEX F3,9513,968+173833700.06%-13
ISHARES TR1,5261,52604204060.07%-14
TENCENT MUSIC ENTMT GROUP(TME)15,00015,0000111960.02%-15
PROCTER AND GAMBLE CO(PG)2,6392,640+14003850.07%-15
ISHARES INC
CORE MSCI EMKT
9,7329,73204804630.08%-17
ISHARES TR14,15814,243+851,6321,6120.28%-20
WISDOMTREE TR(WT)4,8664,889+234554350.08%-20
ISHARES TR2,6162,61606386150.11%-23
BIOGEN INC(BIIB)87087002482240.04%-24
WALMART INC(WMT)1,8351,637-1982882620.05%-27
HOME DEPOT INC(HD)1,5241,474-504734450.08%-28
STARBUCKS CORP(SBUX)3,8963,902+63863560.06%-30
COGENT BIOSCIENCES INC(COGT)14,50014,50001721410.02%-30
OREILLY AUTOMOTIVE INC(ORLY)67367306436120.11%-31
KNOW LABS INC42,22042,220043110.00%-32
VANGUARD WHITEHALL FDS11,77211,77201,2491,2160.21%-32
ISHARES TR8,6188,61806295970.10%-33
VISA INC(V)4,3834,38301,0411,0080.18%-33
JOHNSON & JOHNSON(JNJ)3,4693,471+25745410.09%-34
VANGUARD INDEX FDS3,2873,28706766400.11%-36
VANGUARD MUN BD FDS27,18427,378+1941,3651,3170.23%-48
AMERICAN TOWER CORP NEW(AMT)1,6501,65003202710.05%-49
AMAZON COM INC(AMZN)10,94410,828-1161,4271,3760.24%-50
SPDR GOLD TR(GLD)3,1893,008-1815695160.09%-53
ADOBE INC(ADBE)669530-1393272700.05%-57
RTX CORPORATION(RTX)6,4467,963+1,5176315730.10%-58
SARCOS TECHN AND ROBOTICS CO188,0970-188,097600-60
VANGUARD INDEX FDS3,9393,941+29058440.15%-61
MEDTRONIC PLC(MDT)6,3596,362+35604990.09%-62
VANGUARD INDEX FDS4,6314,641+101,8861,8230.32%-63
MCDONALDS CORP(MCD)1,8941,89405654990.09%-66
ORACLE CORP(ORCL)5,2525,25206255560.10%-69
ISHARES TR14,10014,10001,6211,5470.27%-74
CALAVO GROWERS INC21,40021,40006215400.09%-81
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
55,74355,74302,6852,5950.46%-90
AMERICAN EXPRESS CO(AXP)3,6473,649+26355440.10%-91
VANECK ETF TRUST
JUNIOR GOLD MINE
27,48727,48709808860.16%-94
NEXTERA ENERGY INC(NEE)5,0214,824-1973732760.05%-96
MICROSOFT CORP(MSFT)3,4663,433-331,1801,0840.19%-96
VANGUARD SPECIALIZED FUNDS20,98021,058+783,4083,2720.57%-136
ISHARES TR
MSCI INTL VLU FT
1,760,5841,760,584044,80744,6487.83%-158
ISHARES TR33,11933,11903,7523,5650.63%-187
VANECK ETF TRUST
GOLD MINERS ETF
6,8020-6,8022050-205
C H ROBINSON WORLDWIDE INC(CHRW)2,3110-2,3112180-218
SPIRIT AEROSYSTEMS HLDGS INC17,00017,00004962740.05%-222
HANNON ARMSTRONG SUST INFR C(HASI)9,0000-9,0002250-225
ISHARES TR240,288244,501+4,2139,5069,2791.63%-227
BECTON DICKINSON & CO(BDX)8720-8722300-230
SPDR SER TR
ST STR SP BIOT
23,71422,951-7631,9731,6760.29%-297
INVESCO EXCHANGE TRADED FD T
GLOBAL DRGN CN
12,6650-12,6653370-337
SCHWAB STRATEGIC TR263,059263,05909,3788,9331.57%-445
ISHARES TR139,671141,799+2,12813,91813,3762.35%-542
VANGUARD TAX-MANAGED FDS264,633266,434+1,80112,22111,6482.04%-572
SELECT SECTOR SPDR TR
ST STR FINL ETF
46,73229,659-17,0731,5759840.17%-592
APPLE INC(AAPL)22,90822,419-4894,4433,8380.67%-605
ISHARES TR176,410176,235-17512,79012,1462.13%-644
SPDR SER TR
ST STR P500GRW
508,644510,134+1,49031,03230,2415.30%-792
VANGUARD INTL EQUITY INDEX F25,9910-25,9911,0570-1,057
EXPENSIFY INC133,4450-133,4451,0650-1,065
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