Fund HoldingsMorningstar Investment Management LLC

Total Portfolio Value
$1.27M
Total Bought
$354.6K
Total Sold
$79.2K
Net Transaction
+$275.4K
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
02,564,973+2,564,97301169.17%+116
ISHARES TR
US TREAS BD ETF
8,777,04213,124,464+4,347,42220230223.78%+100
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
0598,754+598,7540483.79%+48
BONDBLOXX ETF TRUST
BLOOMBERG TEN YR
0572,996+572,9960262.03%+26
APPLE INC(AAPL)149,112194,913+45,80134493.85%+14
MICROSOFT CORP(MSFT)91,271123,508+32,23738524.10%+14
AMAZON COM INC(AMZN)59,03378,397+19,36411171.36%+6
SPDR SER TR
ST STR SP600 SML
0127,586+127,586060.45%+6
ISHARES INC0209,268+209,2680110.84%+11
ISHARES TR176,434256,859+80,42511151.22%+4
NVIDIA CORPORATION(NVDA)138,976158,904+19,92819211.68%+2
FIDELITY COVINGTON TRUST50,71860,223+9,5059110.88%+2
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
187,584207,938+20,35411120.95%+1
VANGUARD SCOTTSDALE FDS
LONG TERM TREAS
0148,747+148,747080.65%+8
PETROLEO BRASILEIRO SA PETRO(PBR)172,005239,902+67,897330.24%+1
ALPHABET INC(GOOG)0292,207+292,2070554.36%+55
SELECT SECTOR SPDR TR
ST STR UTIL ETF
055,901+55,901040.33%+4
CHEVRON CORP NEW(CVX)015,282+15,282020.17%+2
ARISTA NETWORKS INC(ANET)02,152+2,152000.02%0
F5 INC(FFIV)0884+884000.02%0
EXELIXIS INC(EXEL)06,624+6,624000.02%0
AMERIPRISE FINL INC(AMP)0393+393000.02%0
VERISGN INC0995+995000.02%0
LULULEMON ATHLETICA INC(LULU)0525+525000.02%0
ULTA BEAUTY INC(ULTA)0462+462000.02%0
VISA INC(V)5,6845,6840220.14%0
WESTERN UN CO(WU)015,344+15,344000.01%0
CISCO SYS INC(CSCO)29,79829,038-760220.14%0
APOLLO GLOBAL MGMT INC(APO)4,0814,0810110.05%0
MCKESSON CORP(MCK)1,5641,5640110.07%0
BOOKING HOLDINGS INC(BKNG)0108+108010.04%+1
GARMIN LTD(GRMN)01,603+1,603000.03%0
KENVUE INC(KVUE)9,47312,392+2,919000.02%0
AT&T INC(T)39,12339,1230110.07%0
FEDERAL RLTY INVT TR NEW(FRT)5,4355,910+475110.05%0
GILEAD SCIENCES INC(GILD)15,75615,103-653110.11%0
ALTRIA GROUP INC(MO)022,341+22,341010.09%+1
DECKERS OUTDOOR CORP(DECK)1,2661,2660000.02%0
TJX COS INC NEW(TJX)9,3909,3900110.09%0
RAYMOND JAMES FINL INC(RJF)1,8591,8590000.02%0
SEMPRA(SRE)10,24810,2480110.07%0
SEI INVTS CO(SEIC)03,880+3,880000.03%0
AMERICAN EXPRESS CO(AXP)02,070+2,070010.05%+1
GENERAL MTRS CO(GM)9,0799,0790000.04%0
EQUINIX INC(EQIX)4734730000.04%0
AMPHENOL CORP NEW015,286+15,286010.08%+1
HONEYWELL INTL INC(HON)6,7816,673-108120.12%0
SNAP ON INC(SNA)7327320000.02%0
KROGER CO(KR)04,700+4,700000.02%0
DEERE & CO(DE)1,6351,6350110.05%0
FEDEX CORP(FDX)01,301+1,301000.03%0
PAYPAL HLDGS INC(PYPL)03,663+3,663000.02%0
LABCORP HOLDINGS INC(LH)01,150+1,150000.02%0
NASDAQ INC(NDAQ)2,9972,9970000.02%0
XCEL ENERGY INC(XEL)3,2743,2740000.02%0
AMETEK INC01,609+1,609000.02%0
MONSTER BEVERAGE CORP NEW(MNST)15,99815,9980110.07%0
DOLBY LABORATORIES INC(DLB)3,3933,3930000.02%0
AUTOZONE INC(AZO)0225+225010.06%+1
CUMMINS INC(CMI)0837+837000.02%0
CHIPOTLE MEXICAN GRILL INC(CMG)07,486+7,486000.04%0
INTUIT(INTU)6196190000.03%0
JOHNSON CTLS INTL PLC
SHS
6,2506,2500000.04%0
EVERGY INC(EVRG)3,6123,6120000.02%0
INGREDION INC(INGR)01,918+1,918000.02%0
PACKAGING CORP AMER(PKG)1,1001,1000000.02%0
AMEREN CORP(AEE)2,4462,4460000.02%0
PRICE T ROWE GROUP INC(TROW)02,813+2,813000.03%0
QUEST DIAGNOSTICS INC(DGX)01,993+1,993000.02%0
STRYKER CORPORATION(SYK)2,4922,4920110.07%0
VENTAS INC(VTR)03,751+3,751000.02%0
AON PLC(AON)1,9331,9330110.05%0
CENCORA INC1,3721,3720000.02%0
NRG ENERGY INC(NRG)2,3182,3180000.02%0
STARBUCKS CORP(SBUX)7,0567,327+271110.05%0
ATMOST ENERGY CORP(ATO)2,8452,8450000.03%-0
BLACKROCK INC(BLK)1,3591,312-47110.11%-0
BRISTOL-MYERS SQUIBB CO(BMY)019,966+19,966010.09%+1
CROWN CASTLE INC(CCI)05,304+5,304000.04%0
PAYCHEX INC(PAYX)1,4931,4930000.02%-0
AMCOR PLC(AMCR)046,018+46,018000.03%0
DOVER CORP(DOV)01,268+1,268000.02%0
JUNIPER NETWORKS INC05,620+5,620000.02%0
EDISON INTL(EIX)04,601+4,601000.03%0
ENCOMPASS HEALTH CORP(EHC)02,284+2,284000.02%0
PARKER-HANNIFIN CORP(PH)1,3531,3530110.07%-0
TYSON FOODS INC(TSN)04,257+4,257000.02%0
CMS ENERGY CORP(CMS)03,627+3,627000.02%0
MOODYS CORP(MCO)1,6761,6760110.06%-0
REALTY INCOME CORP(O)03,861+3,861000.02%0
DOMINION ENERGY INC(D)04,855+4,855000.02%0
AMDOCS LTD(DOX)03,046+3,046000.02%0
CONAGRA BRANDS INC(CAG)08,226+8,226000.02%0
NISOURCE INC(NI)05,765+5,765000.02%0
FASTENAL CO(FAST)3,1053,1050000.02%-0
ACCENTURE PLC IRELAND
SHS CLASS A
01,183+1,183000.03%0
EMERSON ELEC CO(EMR)09,055+9,055010.09%+1
OREILLY AUTOMOTIVE INC(ORLY)0933+933010.09%+1
APTARGROUP INC02,068+2,068000.03%0
CME GROUP INC(CME)7,7007,341-359220.13%-0
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