Fund HoldingsDougherty Wealth Advisers LLC

Total Portfolio Value
$125.88M
Total Bought
$9.67M
Total Sold
$1.45M
Net Transaction
+$8.23M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
VANGUARD VALUE ETF0168,777+168,777029,46323.41%+29,463
VANGUARD GROWTH ETF88,93892,395+3,45733,26435,47328.18%+2,210
VANGUARD MID-CAP VALUE ETF071,261+71,261011,9489.49%+11,948
VANGUARD S&P SMALL-CAP 600 GROWTH ETF056,322+56,32206,7465.36%+6,746
VANGUARD REAL ESTATE ETF027,482+27,48202,6772.13%+2,677
VANGUARD FTSE EMERGING MARKETS ETF95,10297,374+2,2724,1624,6593.70%+498
APPLE INC COM(AAPL)22,58822,422-1664,7575,2244.15%+467
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
CORE MSCI TOTAL
045,581+45,58103,3112.63%+3,311
ISHARES RUSSELL MID-CAP GROWTH ETF029,160+29,16003,4202.72%+3,420
ISHARES CORE S&P SMALL CAP ETF016,571+16,57101,9381.54%+1,938
VANGUARD HIGH DIVIDEND YIELD INDEX ETF016,007+16,00702,0521.63%+2,052
ISHARES MSCI EAFE ETF023,748+23,74801,9861.58%+1,986
BLACKROCK INC COM(BLK)0114+11401080.09%+108
FAIR ISAAC CORP COM(FICO)22322303324330.34%+101
META PLATFORMS INC CL A(META)1,3941,39407037980.63%+95
SIRIUSXM HOLDINGS INC COMMON STOCK(SIRI)03,694+3,6940870.07%+87
VANGUARD SMALL CAP VALUE ETF04,251+4,25108540.68%+854
BRIDGEWATER BANCSHARES INC COM25,00025,00002903540.28%+64
UNION PAC CORP COM(UNP)02,945+2,94507260.58%+726
LOCKHEED MARTIN CORP COM(LMT)46246202162700.21%+54
INDUSTRIAL SELECT SECTOR SPDR FUND
ST STR INDL ETF
3,2293,22903944370.35%+44
NORTHROP GRUMMAN CORP COM(NOC)45945902002420.19%+42
NEXTERA ENERGY INC COM(NEE)3,3763,275-1012392770.22%+38
CONSUMER STAPLES SELECT SECTOR SPDR FUND
ST STR STAPL ETF
5,8825,88204504880.39%+38
STARBUCKS CORP COM(SBUX)1,8691,86901461820.14%+37
AON PLC SHS CL A(AON)65965901932280.18%+35
PNC FINL SVCS GROUP INC COM(PNC)1,1681,16801822160.17%+34
MOTOROLA SOLUTIONS INC COM NEW(MSI)45645601762050.16%+29
SALESFORCE INC COM(CRM)01,549+1,54904240.34%+424
AMERIPRISE FINL INC COM(AMP)60360302582830.23%+26
UNITEDHEALTH GROUP INC COM(UNH)538510-282742980.24%+24
ALLSTATE CORP COM(ALL)80780701291530.12%+24
VISA INC COM CL A(V)1,9281,92805065300.42%+24
LOWES COS INC COM(LOW)697656-411541780.14%+24
PACKAGING CORP AMER COM(PKG)69669601271500.12%+23
DANAHER CORPORATION COM(DHR)78678601962190.17%+22
JPMORGAN CHASE & CO. COM(JPM)3,7493,699-507587800.62%+22
OREILLY AUTOMOTIVE INC COM(ORLY)20820802202400.19%+20
TRAVELERS COMPANIES INC COM(TRV)62862801281470.12%+19
JOHNSON & JOHNSON COM(JNJ)1,4401,415-252112290.18%+19
SBA COMMUNICATIONS CORP NEW CL A(SBAC)4154150811000.08%+18
LIBERTY BROADBAND CORP COM SER C(LBRDA)801801044620.05%+18
ISHARES MSCI KLD 400 SOCIAL ETF258401+14327440.03%+17
LAM RESEARCH CORP COM NEW(LRCX)020+200160.01%+16
SHERWIN WILLIAMS CO COM(SHW)169169050650.05%+14
CISCO SYS INC COM(CSCO)2,1542,15401021150.09%+12
BERKSHIRE HATHAWAY INC DEL CL B NEW254248-61031140.09%+11
FIRST AMERN FINL CORP COM(FAF)894894048590.05%+11
LIBERTY MEDIA CORP DEL COM LBTY LIV S C766766029390.03%+10
PROSHARES BITCOIN ETF
BITCOIN ETF
75575+5002110.01%+9
ABBVIE INC COM(ABBV)642604-381101190.09%+9
CORNING INC COM(GLW)1,4441,444056650.05%+9
BIO-TECHNE CORP COM(TECH)1,0361,036074830.07%+9
ISHARES MSCI ACWI LOW CARBON TARGET ETF
LOW CA OP MS ETF
105140+3519270.02%+8
3M CO COM(MMM)060+60080.01%+8
LIBERTY BROADBAND CORP COM SER A(LBRDA)367367020280.02%+8
INVESCO S&P 500 EQUAL WEIGHT ETF
S&P500 EQL WGT
500500082900.07%+7
VANGUARD TOTAL STOCK MARKET ETF579572-71551620.13%+7
WEX INC COM(WEX)214214038450.04%+7
SPDR S&P 500 ETF TRUST(SPY)0227+22701300.10%+130
MEDTRONIC PLC SHS(MDT)500500039450.04%+6
ISHARES RUSSELL MID-CAP VALUE ETF1,5281,437-911841900.15%+6
BLACKBAUD INC COM(BLKB)592592045500.04%+5
LIBERTY MEDIA CORP DEL COM LBTY LIV S A382382014190.02%+5
VANGUARD MID-CAP ETF200200048530.04%+4
GRACO INC COM(GGG)877842-3570740.06%+4
LIBERTY MEDIA CORP DEL COM LBTY ONE S C(FWONA)735735053570.05%+4
VANGUARD DIVIDEND APPRECIATION ETF250250046500.04%+4
SPDR GOLD SHARES(GLD)125125027300.02%+4
FINANCIAL SELECT SECTOR SPDR FUND
ST STR FINL ETF
800800033360.03%+3
ISHARES RUSSELL 2000 ETF177177036390.03%+3
ISHARES RUSSELL 3000 ETF175175054570.05%+3
VANGUARD TOTAL INTERNATIONAL STOCK ETF674674041440.03%+3
LIBERTY MEDIA CORP DEL COM LBTY ONE S A(FWONA)367367024260.02%+3
IDEX CORP COM(IEX)473455-1895980.08%+2
L3HARRIS TECHNOLOGIES INC COM(LHX)162162036390.03%+2
COLUMBIA SPORTSWEAR CO COM(COLM)518518041430.03%+2
METTLER TOLEDO INTERNATIONAL COM(MTD)4947-268700.06%+2
LANDSTAR SYS INC COM(LSTR)321321059610.05%+1
VANGUARD HEALTH CARE ETF
HEALTH CAR ETF
7575020210.02%+1
COLLIERS INTL GROUP INC SUB VTG SHS(CIGI)20200230.00%+1
SOLVENTUM CORP COM SHS(SOLV)011+11010.00%+1
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF66660880.01%0
INVESCO QQQ TRUST SERIES I14140770.01%0
ISHARES 20 YEAR TREASURY BOND ETF770110.00%0
BAIN CAP SPECIALTY FIN INC COM STK(BCSF)50500110.00%0
ATLANTA BRAVES HLDGS INC COM SER C31310110.00%0
HCA HEALTHCARE INC COM(HCA)000000
REAL ESTATE SELECT SECTOR SPDR FUND
ST STR REAL ETF
256218-3810100.01%-0
ASTRAZENECA PLC SPONSORED ADR(AZN)1,2901,29001011010.08%-0
IDEXX LABS INC COM(IDXX)190183-793920.07%-0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS(TSM)1,2821,28202232230.18%-0
CHEVRON CORP NEW COM(CVX)20200330.00%-0
TECHNOLOGY SELECT SECTOR SPDR FUND
ST STR TECHN ETF
50050001131130.09%-0
BANK AMERICA CORP COM3,0553,05501211210.10%-0
MARSH & MCLENNAN COS INC COM(MRSH)355334-2175750.06%-0
WELLS FARGO CO NEW COM(WFC)299299018170.01%-1
CDW CORP COM(CDW)410394-1692890.07%-3
ISHARES CORE S&P MID-CAP ETF588500-8834310.02%-3
ISHARES CORE S&P US VALUE ETF441370-7139350.03%-4
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