Fund HoldingsWatchman Group, Inc.

Total Portfolio Value
$383.62M
Total Bought
$247.02M
Total Sold
$195.67M
Net Transaction
+$51.35M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
ISHARES TR0397,159+397,159033,0248.61%+33,024
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
0914,821+914,821031,3698.18%+31,369
SIMPLIFY EXCHANGE TRADED FUN
MBS ETF
0554,515+554,515028,5467.44%+28,546
DIMENSIONAL ETF TRUST
US TARGETED VLU
0459,653+459,653025,5716.67%+25,571
T ROWE PRICE ETF INC
SMALL MID CAP
0693,455+693,455022,5105.87%+22,510
ETF OPPORTUNITIES TRUST
APPLIED FINA VAL
0512,100+512,100018,4344.81%+18,434
DIMENSIONAL ETF TRUST
INTL CORE EQUITY
0446,451+446,451012,5633.27%+12,563
DIMENSIONAL ETF TRUST
EMERGING MKTS CO
0361,946+361,946010,1892.66%+10,189
FIDELITY MERRIMACK STR TR0173,959+173,95908,1312.12%+8,131
ISHARES TR077,161+77,16107,7722.03%+7,772
ISHARES TR0119,452+119,45207,4441.94%+7,444
EA SERIES TRUST
FREEDOM 100 EM
0203,591+203,59107,2841.90%+7,284
VISA INC(V)017,701+17,70104,8671.27%+4,867
ISHARES TR030,481+30,48104,0211.05%+4,021
ISHARES TR037,578+37,57803,4550.90%+3,455
PAYPAL HLDGS INC(PYPL)043,408+43,40803,3870.88%+3,387
ISHARES TR023,366+23,36602,7330.71%+2,733
VANGUARD MUN BD FDS048,287+48,28702,4680.64%+2,468
SSGA ACTIVE TR
ST STR MARKE ETF
043,526+43,52601,8930.49%+1,893
D R HORTON INC(DHI)27,53526,964-5713,8815,1441.34%+1,263
TESLA INC(TSLA)18,30718,099-2083,6234,7351.23%+1,113
LIVE OAK BANCSHARES INC(LOB)82,02784,085+2,0582,8763,9831.04%+1,107
LOWES COS INC(LOW)22,76922,263-5065,0206,0301.57%+1,010
ISHARES TR010,334+10,33409870.26%+987
INVESCO EXCH TRADED FD TR II
SHORT TERM ETF
09,103+9,10309620.25%+962
NVR INC(NVR)440433-73,3394,2491.11%+910
ISHARES TR07,959+7,95908570.22%+857
VANGUARD INDEX FDS01,515+1,51507990.21%+799
CAVCO INDS INC DEL(CVCO)9,7859,742-433,3874,1721.09%+785
BERKSHIRE HATHAWAY INC DEL16,73716,479-2586,8097,5851.98%+776
ACCENTURE PLC IRELAND
SHS CLASS A
13,79813,890+924,1864,9101.28%+723
ISHARES TR011,530+11,53006830.18%+683
GENERAC HLDGS INC(GNRC)26,84026,606-2343,5494,2271.10%+678
CUMMINS INC(CMI)13,96713,922-453,8684,5081.18%+640
UFP INDUSTRIES INC(UFPI)40,71039,452-1,2584,5605,1761.35%+617
WABTEC(WAB)27,99327,543-4504,4245,0061.31%+582
VANGUARD WELLINGTON FD04,881+4,88104950.13%+495
ITT INC(ITT)28,19327,547-6463,6424,1191.07%+477
VANGUARD BD INDEX FDS05,145+5,14504050.11%+405
VANGUARD TAX-MANAGED FDS07,472+7,47203950.10%+395
CARLISLE COS INC(CSL)10,90910,634-2754,4204,7831.25%+362
BANK OZK LITTLE ROCK ARK(OZK)57,87663,208+5,3322,3732,7170.71%+344
CULLEN FROST BANKERS INC(CFR)27,84728,343+4962,8303,1700.83%+340
ISHARES TR01,660+1,66003150.08%+315
STRYKER CORPORATION(SYK)17,22617,085-1415,8616,1721.61%+311
VANGUARD INDEX FDS01,097+1,09703110.08%+311
VANGUARD SPECIALIZED FUNDS01,525+1,52503020.08%+302
PIMCO ETF TR
SHTRM MUN BD ACT
05,540+5,54002800.07%+280
ISHARES TR02,448+2,44802480.06%+248
INVESCO GALAXY BITCOIN ETF(BTCO)03,800+3,80002410.06%+241
TEXAS PACIFIC LAND CORPORATI(TPL)0270+27002390.06%+239
WISDOMTREE TR(WT)04,470+4,47002240.06%+224
BNY MELLON ETF TRUST
US LRG CP CORE
01,966+1,96602150.06%+215
AVIDXCHANGE HOLDINGS INC019,957+19,95701620.04%+162
WALMART INC(WMT)9,3769,499+1236357670.20%+132
PROCTER AND GAMBLE CO(PG)17,48217,320-1622,8833,0000.78%+117
AFLAC INC(AFL)4,4284,375-533954890.13%+94
APPLE INC(AAPL)3,6343,616-187658420.22%+77
GENERAL DYNAMICS CORP(GD)16,36315,950-4134,7484,8201.26%+72
MCDONALDS CORP(MCD)1,1061,109+32823380.09%+56
COCA COLA CO(KO)4,2524,308+562713100.08%+39
CISCO SYS INC(CSCO)6,6456,64503163540.09%+38
RING ENERGY INC265,000300,000+35,0004484800.13%+32
YUM BRANDS INC(YUM)3,7693,76904995270.14%+27
RAVE RESTAURANT GROUP INC164,000173,100+9,1003253510.09%+27
HOME DEPOT INC(HD)966868-983333520.09%+19
JOHNSON & JOHNSON(JNJ)2,8212,654-1674124300.11%+18
EXXON MOBIL CORP2,5722,641+692963100.08%+13
AMAZON COM INC(AMZN)2,0202,119+993903950.10%+4
ENTERPRISE PRODS PARTNERS L(EPD)7,9257,92502302310.06%+1
MARKEL GROUP INC(MKL)2,4962,506+103,9333,9311.02%-2
VERISK ANALYTICS INC(VRSK)2,3102,31006236190.16%-4
PEPSICO INC(PEP)20,44119,643-7983,3663,3400.87%-26
PACCAR INC(PCAR)43,28543,336+514,4564,2761.11%-179
Vanguard Total Stock Mkt ETF7740-7742070-207
Invesco Galaxy Bitcoin ETF(BTCO)3,8000-3,8002270-227
iShares Barclay Aggregate2,4480-2,4482380-238
MICROSOFT CORP(MSFT)15,68915,736+477,0126,7711.77%-241
Forrester Research Inc14,5380-14,5382480-248
Vanguard Dividend Appreciation ETF1,6100-1,6102940-294
AMPHENOL CORP NEW70,69268,547-2,1454,7634,4671.16%-296
CASEYS GEN STORES INC(CASY)12,93812,285-6534,9374,6161.20%-321
INTUIT(INTU)8,1658,109-565,3665,0361.31%-330
iShares Russell 1000 Value1,9880-1,9883470-347
Vanguard Ftse Dev Mkts ETF7,4720-7,4723690-369
Merck & Co(MRK)000000
ALPHABET INC(GOOG)22,73622,137-5994,1413,6710.96%-470
NXP SEMICONDUCTORS N V
COM
16,08416,047-374,3283,8511.00%-477
ALPHABET INC(GOOG)27,64027,414-2265,0704,5831.19%-486
PIMCO Short Term Municipal Bond Actv ETF
SHTRM MUN BD ACT
12,5030-12,5036240-624
iShares US Medical Devices12,1800-12,1806830-683
iShares MSCI EAFE Growth ETF7,6320-7,6327810-781
Vanguard 500 ETF1,5830-1,5837920-792
iShares Core S&P US Value ETF9,8450-9,8458680-868
Vanguard Short-Term Tax-Exempt Bond ETF8,7310-8,7318740-874
T Rowe Price Small Mid Cap ETF
SMALL MID CAP
32,1400-32,1409710-971
Invesco Short Term Treasury ETF
SHORT TERM ETF
10,2580-10,2581,0820-1,082
SPDR DoubleLine Emerg Mkts Fxd Inc ETF
ST STR MARKE ETF
43,2200-43,2201,8260-1,826
Vanguard Tax-Exempt Bond ETF51,0120-51,0122,5560-2,556
Terex Corp(TEX)48,2450-48,2452,6460-2,646
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