Fund HoldingsSalomon & Ludwin, LLC

Total Portfolio Value
$939.82M
Total Bought
$93.43M
Total Sold
$14.82M
Net Transaction
+$78.60M
Filing Period:
Securities
SharesValue ($K)
Q1 2023
Q2 2023
Change
Q1 2023
Q2 2023
Weight (%)
Change
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF228,444374,221+145,77723,91338,9344.14%+15,020
VANGUARD TAX-EXEMPT BOND ETF0214,162+214,162010,7551.14%+10,755
ISHARES NATIONAL MUNI BOND ETF0101,780+101,780010,8631.16%+10,863
TECHNOLOGY SELECT SECTOR SPDR FUND
ST STR TECHN ETF
342,973351,089+8,11651,79261,0406.49%+9,248
ISHARES S&P 500 GROWTH ETF1,190,7971,192,802+2,00576,08084,0698.95%+7,989
VANGUARD S&P 500 ETF127,296127,694+39847,87252,0075.53%+4,135
MICROSOFT CORP COM(MSFT)70,20370,514+31120,24024,0132.56%+3,773
LILLY ELI & CO COM(LLY)28,97428,941-339,95013,5731.44%+3,623
ISHARES S&P 500 VALUE ETF310,772313,555+2,78347,16350,5425.38%+3,379
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
ST STR DISCR ETF
112,370116,880+4,51016,80419,8472.11%+3,044
APPLE INC COM(AAPL)90,27392,208+1,93514,88617,8861.90%+3,000
VANGUARD GROWTH ETF60,06359,984-7914,98216,9731.81%+1,991
SPDR S&P 500 ETF TRUST(SPY)51,47851,800+32221,07422,9622.44%+1,888
ISHARES MSCI EAFE ETF353,034373,495+20,46125,24927,0782.88%+1,829
ISHARES RUSSELL 2000 ETF98,667102,668+4,00117,60219,2272.05%+1,625
FINANCIAL SELECT SECTOR SPDR FUND
ST STR FINL ETF
381,884407,527+25,64312,27813,7381.46%+1,460
HEALTH CARE SELECT SECTOR SPDR FUND
ST STR CARE ETF
135,653141,991+6,33817,56218,8462.01%+1,285
ISHARES S&P MID-CAP 400 GROWTH ETF314,121314,922+80122,46323,6192.51%+1,156
ISHARES CORE S&P MID-CAP ETF114,803114,037-76628,71929,8183.17%+1,099
INDUSTRIAL SELECT SECTOR SPDR FUND
ST STR INDL ETF
82,98188,190+5,2098,3969,4651.01%+1,069
ORACLE CORP COM(ORCL)30,75032,644+1,8942,8573,8880.41%+1,030
VANGUARD SHORT-TERM TREASURY ETF
SHORT TERM TREAS
258,469277,586+19,11715,13116,0251.71%+894
ISHARES S&P MID-CAP 400 VALUE ETF183,283183,549+26618,83619,6642.09%+828
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
ST STR BLO 1 ETF
12,90920,980+8,0711,1851,9260.20%+741
VANGUARD CONSUMER DISCRETIONARY ETF
CONSUM DIS ETF
24,00023,754-2466,0616,7270.72%+666
VANGUARD INTERMEDIATE-TERM TREASURY ETF
INTER TERM TREAS
011,159+11,15906550.07%+655
ISHARES CORE S&P 500 ETF18,88218,778-1047,7628,3700.89%+608
VANGUARD FTSE DEVELOPED MARKETS ETF770,172765,994-4,17834,78935,3743.76%+585
ISHARES 1-3 YEAR TREASURY BOND ETF07,134+7,13405780.06%+578
ISHARES S&P SMALL-CAP 600 GROWTH ETF110,284110,405+12112,12512,6891.35%+564
VANGUARD INFORMATION TECHNOLOGY ETF
INF TECH ETF
9,7349,73403,7524,3040.46%+552
SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF
ST INTER ETF
017,605+17,60504980.05%+498
ISHARES MSCI EMERGING MARKETS ETF223,621234,728+11,1078,8249,2860.99%+462
AMAZON COM INC COM(AMZN)15,34015,540+2001,5842,0260.22%+441
SPDR PORTFOLIO S&P 600 SMALL CAP ETF
ST STR SP600 SML
011,177+11,17704340.05%+434
ISHARES SHORT TREASURY BOND ETF9,07612,676+3,6001,0031,4000.15%+397
ISHARES CORE S&P SMALL CAP ETF157,296156,543-75315,21015,6001.66%+389
CONSUMER STAPLES SELECT SECTOR SPDR FUND
ST STR STAPL ETF
163,534169,725+6,19112,21812,5891.34%+371
LOWES COS INC COM(LOW)14,24914,155-942,8493,1950.34%+345
VANGUARD INDUSTRIALS ETF
INDUSTRIAL ETF
22,19121,938-2534,2284,5090.48%+281
BROADCOM INC COM(AVGO)0305+30502650.03%+265
NORTHROP GRUMMAN CORP COM(NOC)0552+55202520.03%+252
NETFLIX INC COM(NFLX)0538+53802370.03%+237
CVS HEALTH CORP COM(CVS)03,338+3,33802310.02%+231
TRUIST FINL CORP COM(TFC)45,16358,086+12,9231,5401,7630.19%+223
HASBRO INC COM(HAS)03,429+3,42902220.02%+222
MCDONALDS CORP COM(MCD)11,42011,430+103,1933,4110.36%+218
MCKESSON CORP COM(MCK)0486+48602080.02%+208
VANGUARD SMALL-CAP ETF19,75819,869+1113,7453,9520.42%+206
STARBUCKS CORP COM(SBUX)02,035+2,03502020.02%+202
ISHARES S&P SMALL-CAP 600 VALUE ETF77,22178,098+8777,2277,4260.79%+199
COMMUNICATION SERVICES SELECT SECTOR SPDR FUND
ST STR SVC ETF
14,29915,619+1,3208291,0170.11%+188
ISHARES RUSSELL 1000 GROWTH ETF6,2156,196-191,5191,7050.18%+187
LAM RESEARCH CORP COM(LRCX)1,5871,58708411,0200.11%+179
SPDR PORTFOLIO S&P 500 GROWTH ETF
ST STR P500GRW
31,36931,355-141,7371,9130.20%+176
ALPHABET INC CAP STK CL A(GOOG)9,0659,323+2589401,1160.12%+176
SPDR GOLD SHARES(GLD)3,4094,446+1,0376257930.08%+168
ENERGY SELECT SECTOR SPDR FUND
ST STR ENERG ETF
46,64949,673+3,0243,8644,0320.43%+168
SPDR S&P MIDCAP 400 ETF TRUST(MDY)8,5618,542-193,9244,0910.44%+166
INVESCO QQQ TRUST SERIES I2,9943,004+109611,1100.12%+149
UNITEDHEALTH GROUP INC COM(UNH)01,434+1,43406890.07%+689
HOME DEPOT INC COM(HD)2,9853,270+2858811,0160.11%+135
ISHARES GLOBAL FINANCIALS ETF84,13582,971-1,1645,8065,9360.63%+130
JOHNSON & JOHNSON COM(JNJ)12,16812,149-191,8862,0110.21%+125
INVESCO S&P 500 LOW VOLATILITY ETF28,07429,210+1,1362,5582,6760.28%+118
NORFOLK SOUTHN CORP COM(NSC)7,9217,92101,6791,7960.19%+117
VISA INC COM CL A(V)4,8035,050+2471,0831,1990.13%+116
META PLATFORMS INC CL A(META)01,482+1,48204250.05%+425
NEWMARKET CORP COM(NEU)3,2053,180-251,1701,2790.14%+109
TEXAS INSTRS INC COM(TXN)01,763+1,76303170.03%+317
CANADIAN PACIFIC KANSAS CITY COM(CP)03,742+3,74203020.03%+302
ABBOTT LABS COM7,0957,495+4007188170.09%+99
SPDR PORTFOLIO S&P 500 VALUE ETF
ST STR P500VAL
38,51938,515-41,5681,6640.18%+95
JPMORGAN CHASE & CO COM(JPM)5,8915,883-87688560.09%+88
ALPHABET INC CAP STK CL C(GOOG)05,064+5,06406130.07%+613
VANGUARD MID-CAP ETF16,42816,087-3413,4653,5420.38%+77
BERKSHIRE HATHAWAY INC DEL CL B NEW2,1552,151-46657330.08%+68
ALTRIA GROUP INC COM(MO)108,754108,612-1424,8534,9200.52%+68
VANGUARD LARGE-CAP ETF3,9863,98607458080.09%+63
MERCK & CO INC COM(MRK)6,1666,16606567110.08%+55
BERKSHIRE HATHAWAY INC DEL CL A01+105180.06%+518
SPDR S&P 600 SMALL CAP VALUE ETF
ST STR SP600SM C
76,64276,306-3365,8395,8900.63%+51
ISHARES U.S. TECHNOLOGY ETF03,100+3,10003370.04%+337
MASTERCARD INCORPORATED CL A(MA)1,6621,66206046540.07%+50
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF06,238+6,23806100.06%+610
VANGUARD HEALTH CARE ETF
HEALTH CAR ETF
7,6087,604-41,8141,8620.20%+47
VANGUARD TOTAL WORLD STOCK ETF33,85332,612-1,2413,1173,1630.34%+45
ISHARES S&P 100 ETF02,258+2,25804680.05%+468
PROCTER AND GAMBLE CO COM(PG)14,27414,257-172,1222,1630.23%+41
COSTCO WHSL CORP NEW COM(COST)0911+91104900.05%+490
VANGUARD VALUE ETF34,14033,443-6974,7154,7520.51%+37
BECTON DICKINSON & CO COM(BDX)2,7242,684-406747090.08%+34
SPDR S&P 400 MID CAP GROWTH ETF
ST STR SP400GRW
10,06010,057-36897210.08%+32
WELLS FARGO CO NEW COM(WFC)05,750+5,75002450.03%+245
CAPITAL ONE FINL CORP COM(COF)02,332+2,33202550.03%+255
WISDOMTREE U.S. MIDCAP DIVIDEND FUND(WT)133,012130,328-2,6845,4515,4800.58%+29
VANGUARD DIVIDEND APPRECIATION ETF03,442+3,44205590.06%+559
MARKEL GROUP INC COM(MKL)0266+26603680.04%+368
HONEYWELL INTL INC COM(HON)01,628+1,62803380.04%+338
SPDR S&P 400 MID CAP VALUE ETF
ST STR SP400VAL
9,5359,532-36306560.07%+26
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