Fund Holdings

McIlrath & Eck, LLC

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
VANGUARD INDEX FDS0164,953+164,953079,113,2338.17%+79,113,233
EA SERIES TRUST03,340,320+3,340,320067,740,3607.00%+67,740,360
VANGUARD INDEX FDS0270,407+270,407050,428,1145.21%+50,428,114
DIMENSIONAL ETF TRUST01,378,934+1,378,934050,124,2675.18%+50,124,267
AMERICAN CENTY ETF TR0711,152+711,152049,483,0535.11%+49,483,053
VANGUARD INDEX FDS0144,712+144,712044,551,1534.60%+44,551,153
DIMENSIONAL ETF TRUST0916,795+916,795044,180,3474.56%+44,180,347
FIDELITY COVINGTON TRUST0774,330+774,330043,137,9484.45%+43,137,948
EA SERIES TRUST01,851,738+1,851,738037,553,2483.88%+37,553,248
EA SERIES TRUST0889,184+889,184029,239,8433.02%+29,239,843
VANGUARD INDEX FDS081,879+81,879024,051,0752.48%+24,051,075
CAPITAL GRP FIXED INCM ETF T0906,410+906,410023,548,5292.43%+23,548,529
VANGUARD WHITEHALL FDS0346,365+346,365023,171,8302.39%+23,171,830
INVESCO EXCH TRADED FD TR II0388,324+388,324020,965,5912.17%+20,965,591
SCHWAB STRATEGIC TR0900,084+900,084020,953,9502.16%+20,953,950
MICROSOFT CORP(MSFT)040,265+40,265020,855,4122.15%+20,855,412
INVESCO EXCHANGE TRADED FD T0453,808+453,808020,516,6642.12%+20,516,664
VANGUARD INDEX FDS0220,981+220,981020,202,0412.09%+20,202,041
AMERICAN CENTY ETF TR0276,611+276,611019,987,8792.06%+19,987,879
VANGUARD INDEX FDS064,579+64,579016,421,1491.70%+16,421,149
INVESCO QQQ TR027,249+27,249016,359,6841.69%+16,359,684
ABRDN SILVER ETF TRUST0327,323+327,323014,559,3271.50%+14,559,327
APPLE INC(AAPL)055,290+55,290014,078,4311.45%+14,078,431
ISHARES INC0183,656+183,656012,398,6421.28%+12,398,642
VANGUARD MALVERN FDS0156,794+156,794012,294,2541.27%+12,294,254
AMERICAN CENTY ETF TR0118,943+118,943011,838,4301.22%+11,838,430
DIMENSIONAL ETF TRUST0167,033+167,03309,447,3860.98%+9,447,386
DIMENSIONAL ETF TRUST0272,041+272,04108,661,7780.89%+8,661,778
VANGUARD INDEX FDS024,836+24,83608,150,4510.84%+8,150,451
INVESCO EXCH TRD SLF IDX FD0136,118+136,11807,515,0620.78%+7,515,062
ISHARES TR026,877+26,87707,354,9480.76%+7,354,948
BERKSHIRE HATHAWAY INC DEL012,425+12,42506,246,5450.65%+6,246,545
ISHARES TR060,125+60,12506,214,5660.64%+6,214,566
COSTCO WHSL CORP NEW(COST)06,437+6,43705,958,0720.62%+5,958,072
VANGUARD SCOTTSDALE FDS078,410+78,41004,614,4560.48%+4,614,456
NVIDIA CORPORATION(NVDA)024,666+24,66604,602,1920.48%+4,602,192
AMAZON COM INC(AMZN)019,929+19,92904,375,8110.45%+4,375,811
UMH PPTYS INC(UMH)0256,937+256,93703,815,5140.39%+3,815,514
ALPHABET INC(GOOG)015,462+15,46203,765,8310.39%+3,765,831
ISHARES TR05,120+5,12003,426,6910.35%+3,426,691
WASTE MGMT INC DEL(WM)013,586+13,58603,000,2560.31%+3,000,256
SPDR S&P 500 ETF TR(SPY)04,396+4,39602,928,4940.30%+2,928,494
ALPHABET INC(GOOG)010,172+10,17202,472,7950.26%+2,472,795
VANGUARD WELLINGTON FD019,362+19,36202,469,4290.26%+2,469,429
PACCAR INC(PCAR)025,082+25,08202,466,0470.25%+2,466,047
ISHARES TR044,594+44,59402,284,5450.24%+2,284,545
JPMORGAN CHASE & CO.(JPM)06,721+6,72102,120,0610.22%+2,120,061
ISHARES TR034,975+34,97501,994,9760.21%+1,994,976
TESLA INC(TSLA)04,394+4,39401,954,1000.20%+1,954,100
VANGUARD MUN BD FDS036,233+36,23301,814,1700.19%+1,814,170
AFLAC INC(AFL)016,104+16,10401,798,8170.19%+1,798,817
META PLATFORMS INC(META)02,168+2,16801,592,2460.16%+1,592,246
HOME DEPOT INC(HD)03,247+3,24701,315,6160.14%+1,315,616
ISHARES TR013,776+13,77601,137,6060.12%+1,137,606
PGIM ETF TR021,289+21,28901,060,8310.11%+1,060,831
EA SERIES TRUST035,225+35,22501,012,7190.10%+1,012,719
ISHARES TR01,989+1,9890931,6670.10%+931,667
AMERICAN EXPRESS CO(AXP)02,802+2,8020930,7120.10%+930,712
ISHARES TR09,957+9,9570929,6910.10%+929,691
BOEING CO(BA)04,171+4,1710900,1730.09%+900,173
PROCTER AND GAMBLE CO(PG)05,649+5,6490868,0400.09%+868,040
VANGUARD CHARLOTTE FDS017,402+17,4020860,7240.09%+860,724
ORACLE CORP(ORCL)02,830+2,8300795,9090.08%+795,909
BANK AMERICA CORP015,164+15,1640782,3100.08%+782,310
CISCO SYS INC(CSCO)010,614+10,6140726,1920.07%+726,192
VANGUARD STAR FDS09,726+9,7260714,4720.07%+714,472
ISHARES TR05,941+5,9410705,9590.07%+705,959
ENTERPRISE PRODS PARTNERS L(EPD)021,969+21,9690686,9710.07%+686,971
EXXON MOBIL CORP05,860+5,8600660,6630.07%+660,663
VICTORY CAP HLDGS INC(VCTR)010,056+10,0560651,2270.07%+651,227
BROADCOM INC(AVGO)01,947+1,9470642,2930.07%+642,293
SPDR S&P MIDCAP 400 ETF TR(MDY)01,075+1,0750640,7320.07%+640,732
VISA INC(V)01,872+1,8720639,1880.07%+639,188
COLUMBIA ETF TR II017,482+17,4820635,1210.07%+635,121
INTERNATIONAL BUSINESS MACHS(IBM)02,226+2,2260628,1480.06%+628,148
STARBUCKS CORP(SBUX)07,267+7,2670614,7880.06%+614,788
AMCOR PLC(AMCR)074,153+74,1530606,5720.06%+606,572
PROSHARES TR030,356+30,3560597,4020.06%+597,402
ELI LILLY & CO(LLY)0729+7290556,3670.06%+556,367
ILLINOIS TOOL WKS INC(ITW)02,062+2,0620537,5780.06%+537,578
DIMENSIONAL ETF TRUST07,387+7,3870535,1300.06%+535,130
AMGEN INC(AMGN)01,895+1,8950534,6630.06%+534,663
SELECT SECTOR SPDR TR01,870+1,8700527,0780.05%+527,078
CAPITAL GROUP DIVIDEND VALUE012,477+12,4770524,4080.05%+524,408
SPDR SERIES TRUST011,156+11,1560516,7580.05%+516,758
ISHARES TR07,815+7,8150509,9890.05%+509,989
MERCK & CO INC(MRK)06,040+6,0400506,9050.05%+506,905
CHEVRON CORP NEW(CVX)03,197+3,1970496,4320.05%+496,432
VERIZON COMMUNICATIONS INC(VZ)011,184+11,1840491,5570.05%+491,557
VANGUARD BD INDEX FDS06,212+6,2120461,9900.05%+461,990
LOWES COS INC(LOW)01,826+1,8260458,9550.05%+458,955
EVERSOURCE ENERGY(ES)06,422+6,4220456,8610.05%+456,861
ROYAL GOLD INC(RGLD)02,205+2,2050442,2790.05%+442,279
MCDONALDS CORP(MCD)01,455+1,4550442,1600.05%+442,160
VANGUARD INDEX FDS0722+7220442,1380.05%+442,138
AT&T INC(T)015,556+15,5560439,3010.05%+439,301
PEPSICO INC(PEP)03,030+3,0300425,5330.04%+425,533
NIKE INC(NKE)06,059+6,0590422,4940.04%+422,494
VANGUARD INTL EQUITY INDEX F07,332+7,3320397,2690.04%+397,269
ISHARES TR016,609+16,6090391,3090.04%+391,309
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