Fund HoldingsMorningstar Investment Management LLC

Total Portfolio Value
$1.17M
Total Bought
$97.8K
Total Sold
$170.0K
Net Transaction
-$72.2K
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
598,754821,601+222,84748675.72%+19
ISHARES INC209,268426,776+217,50811231.96%+12
BROADCOM INC(AVGO)048,398+48,398080.69%+8
NVIDIA CORPORATION(NVDA)158,904262,501+103,59721282.42%+7
VANGUARD WORLD FDS
HEALTH CAR ETF
0289,878+289,8780776.53%+77
FIDELITY COVINGTON TRUST60,22395,925+35,70211151.32%+4
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
2,564,9732,603,165+38,19211612110.26%+4
FRANKLIN TEMPLETON ETF TR
FTSE BRAZIL
0201,947+201,947030.28%+3
VANGUARD INTL EQUITY INDEX F025,051+25,051030.25%+3
APPLE INC(AAPL)194,913232,178+37,26549524.39%+3
SPDR SER TR
ST STR SP600 SML
127,586204,125+76,539680.71%+3
SCHWAB STRATEGIC TR01,970,129+1,970,1290484.08%+48
META PLATFORMS INC(META)042,620+42,6200252.09%+25
PEPSICO INC(PEP)014,547+14,547020.19%+2
BONDBLOXX ETF TRUST
BLOOMBERG TEN YR
572,996572,996026272.27%+1
NETFLIX INC(NFLX)06,351+6,351060.50%+6
CME GROUP INC(CME)7,3419,396+2,055220.21%+1
MONDELEZ INTL INC(MDLZ)028,512+28,512020.16%+2
INTERCONTINENTAL EXCHANGE IN(ICE)010,528+10,528020.15%+2
SCHLUMBERGER LTD(SLB)012,729+12,729010.05%+1
COMCAST CORP NEW(CCZ)0184,630+184,630070.58%+7
ARES CAPITAL CORP(ARCC)018,669+18,669000.04%0
MEDTRONIC PLC(MDT)021,050+21,050020.16%+2
PETROLEO BRASILEIRO SA PETRO(PBR)239,902241,071+1,169330.29%0
VANGUARD SCOTTSDALE FDS
LONG TERM TREAS
148,747147,330-1,417880.72%0
EXXON MOBIL CORP028,123+28,123030.28%+3
SELECT SECTOR SPDR TR
ST STR UTIL ETF
55,90156,061+160440.38%0
PFIZER INC(PFE)047,812+47,812010.10%+1
VANECK ETF TRUST
MRNGSTR WDE MOAT
069,511+69,511060.52%+6
AT&T INC(T)39,12337,132-1,991110.09%0
VERIZON COMMUNICATION INC(VZ)0154,441+154,441070.60%+7
ALTRIA GROUP INC(MO)22,34121,310-1,031110.11%0
SELECT SECTOR SPDR TR
ST STR MATER ETF
050,763+50,763040.37%+4
CHEVRON CORP NEW(CVX)15,28213,619-1,663220.19%0
GILEAD SCIENCES INC(GILD)15,10312,891-2,212110.12%0
SEMPRA(SRE)10,24813,111+2,863110.08%0
SCHWAB STRATEGIC TR01,116,708+1,116,7080242.04%+24
KENVUE INC(KVUE)12,39210,788-1,604000.02%-0
WESTERN UN CO(WU)15,34413,088-2,256000.01%-0
COLGATE PALMOLIVE CO(CL)014,600+14,600010.12%+1
REGIONS FINANCIAL CORP NEW(RF)010,378+10,378000.02%0
KEYCORP(KEY)016,694+16,694000.02%0
HUNTINGTON BANCSHARES INC(HBAN)022,748+22,748000.03%0
AMCOR PLC(AMCR)46,01834,929-11,089000.03%-0
WELLS FARGO CO NEW(WFC)010,463+10,463010.06%+1
TRUIST FINL CORP(TFC)012,780+12,780010.04%+1
BANK AMERICA CORP016,060+16,060010.06%+1
LULULEMON ATHLETICA INC(LULU)5250-52500-0
ULTA BEAUTY INC(ULTA)4620-46200-0
REALTY INCOME CORP(O)3,8610-3,86100-0
VERISGN INC9950-99500-0
US BANCORP DEL(USB)017,178+17,178010.06%+1
AMERIPRISE FINL INC(AMP)3930-39300-0
GENERAL MLS INC(GIS)000000
NRG ENERGY INC(NRG)2,3180-2,31800-0
PAYCHEX INC(PAYX)1,4930-1,49300-0
JUNIPER NETWORKS INC5,6200-5,62000-0
ENCOMPASS HEALTH CORP(EHC)2,2840-2,28400-0
NISOURCE INC(NI)5,7650-5,76500-0
TOLL BROTHERS INC(TOL)000000
AMEREN CORP(AEE)2,4460-2,44600-0
EXELIXIS INC(EXEL)6,6240-6,62400-0
VENTAS INC(VTR)3,7510-3,75100-0
XCEL ENERGY INC(XEL)3,2740-3,27400-0
EVERGY INC(EVRG)3,6120-3,61200-0
F5 INC(FFIV)8840-88400-0
FASTENAL CO(FAST)3,1050-3,10500-0
CONAGRA BRANDS INC(CAG)8,2260-8,22600-0
NASDAQ INC(NDAQ)2,9970-2,99700-0
ARISTA NETWORKS INC(ANET)2,1520-2,15200-0
DOVER CORP(DOV)1,2680-1,26800-0
CANADIAN NTL RY CO(CNI)000000
CMS ENERGY CORP(CMS)3,6270-3,62700-0
TYSON FOODS INC(TSN)4,2570-4,25700-0
APPLIED MATLS INC000000
CONSOLIDATED EDISON INC(ED)000000
PACKAGING CORP AMER(PKG)1,1000-1,10000-0
SNAP ON INC(SNA)7320-73200-0
OLD DOMINION FREIGHT LINE IN(ODFL)000000
DECKERS OUTDOOR CORP(DECK)1,2660-1,26600-0
AMDOCS LTD(DOX)3,0460-3,04600-0
HASBRO INC(HAS)000000
DOMINION ENERGY INC(D)4,8550-4,85500-0
INGREDION INC(INGR)1,9180-1,91800-0
LABCORP HOLDINGS INC(LH)1,1500-1,15000-0
DOLBY LABORATORIES INC(DLB)3,3930-3,39300-0
CVS HEALTH CORP(CVS)000000
DONALDSON INC(DCI)000000
BAXTER INTL INC000000
NEW FORTRESS ENERGY INC000000
KROGER CO(KR)4,7000-4,70000-0
RAYMOND JAMES FINL INC(RJF)1,8590-1,85900-0
AMETEK INC1,6090-1,60900-0
CUMMINS INC(CMI)8370-83700-0
NETAPP INC(NTAP)000000
INTERNATIONAL BUSINESS MACHS(IBM)000000
QUEST DIAGNOSTICS INC(DGX)1,9930-1,99300-0
ANTERO MIDSTREAM CORP(AM)020,562+20,562000.03%0
CENCORA INC1,3720-1,37200-0
PAYPAL HLDGS INC(PYPL)3,6630-3,66300-0
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