Fund Holdings1900 WEALTH MANAGEMENT LLC

Total Portfolio Value
$1.10B
Total Bought
$154.93M
Total Sold
$186.48M
Net Transaction
-$31.55M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
SPDR SER TR
ST STR P500ETF
2,432,6523,391,176+958,524135,985208,65919.02%+72,674
JANUS DETROIT STR TR
HENDRSON AAA CL
643,3561,189,654+546,29832,36160,3635.50%+28,002
VICTORY PORTFOLIOS II
CORE PLUS BD ETF
754,6131,706,675+952,06216,38336,8043.36%+20,422
SPDR SER TR
ST STR P400MID
246,296415,063+168,76712,00022,1392.02%+10,140
ISHARES TR145,580151,168+5,58869,53379,4747.25%+9,941
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
788,951781,944-7,00740,89144,5554.06%+3,664
ISHARES TR
MSCI USA QLT FCT
0223,917+223,917036,8013.36%+36,801
ISHARES TR0218,878+218,878025,2372.30%+25,237
ISHARES TR
MSCI USA MMENTM
0169,315+169,315031,7212.89%+31,721
VANGUARD MUN BD FDS133,746174,759+41,0136,8288,8430.81%+2,015
DIMENSIONAL ETF TRUST
US MKTWIDE VALUE
589,860584,755-5,10521,95523,9162.18%+1,962
J P MORGAN EXCHANGE TRADED F
MUNICIPAL ETF
59,20493,873+34,6693,0174,7630.43%+1,746
INVESCO EXCH TRADED FD TR II791,616852,161+60,54519,14120,3071.85%+1,166
JPMORGAN CHASE & CO(JPM)34,93632,999-1,9375,9436,6100.60%+667
ISHARES TR20,08119,924-1576,0886,7150.61%+627
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
050,686+50,68604,3110.39%+4,311
VANGUARD INDEX FDS7,0597,598+5393,0833,6530.33%+569
ISHARES TR065,683+65,68307,6990.70%+7,699
VANGUARD INDEX FDS029,538+29,53807,3800.67%+7,380
SPDR S&P 500 ETF TR(SPY)6,5386,939+4013,1083,6300.33%+522
ENERGY TRANSFER L P(ET)0185,568+185,56802,9190.27%+2,919
CSW INDUSTRIALS INC(CSW)18,27218,27203,7904,2870.39%+497
EXXON MOBIL CORP029,452+29,45203,4230.31%+3,423
BANK NOVA SCOTIA HALIFAX09,096+9,09604710.04%+471
VANGUARD INTL EQUITY INDEX F99,961100,338+3777,2007,6290.70%+429
TEXAS PACIFIC LAND CORPORATI(TPL)07,647+7,64704,4240.40%+4,424
ICON PLC(ICLR)02,327+2,32707820.07%+782
VANGUARD INDEX FDS030,452+30,45207,3010.67%+7,301
NOVO-NORDISK A S(NVO)06,201+6,20107960.07%+796
VANGUARD INTL EQUITY INDEX F113,750114,378+6287,3357,7020.70%+368
INVESCO EXCHANGE TRADED FD T
S&P 500 GARP ETF
78,32975,433-2,8967,6798,0330.73%+353
TAIWAN SEMICONDUCTOR MFG LTD(TSM)04,548+4,54806190.06%+619
ASML HOLDING N V
N Y REGISTRY SHS
617836+2194678110.07%+344
WISDOMTREE TR(WT)073,746+73,74605,3240.49%+5,324
VANGUARD SCOTTSDALE FDS
VNG RUS3000IDX
16,18216,18203,4443,7700.34%+326
UNILEVER PLC(UL)06,469+6,46903250.03%+325
INVESCO EXCH TRD SLF IDX FD
BLOO PRI PWR ETF
85,11482,404-2,7106,1606,4690.59%+310
AMAZON COM INC(AMZN)24,07521,881-2,1943,6583,9470.36%+289
VANGUARD INDEX FDS09,238+9,23803,1800.29%+3,180
NUSTAR ENERGY LP012,264+12,26402850.03%+285
VANGUARD WORLD FD15,60015,583-172,6412,9120.27%+271
ISHARES TR
MSCI USA MIN ETF
0108,000+108,00009,0270.82%+9,027
VANGUARD WORLD FD9,3359,303-322,4232,6660.24%+244
SCHWAB STRATEGIC TR47,79047,362-4282,6952,9390.27%+244
J P MORGAN EXCHANGE TRADED F
DIVERSFED RTRN
053,606+53,60605,3140.48%+5,314
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
142,952140,436-2,5168,5238,7550.80%+232
MARTIN MARIETTA MATLS INC(MLM)1,9091,90909531,1720.11%+220
BERKSHIRE HATHAWAY INC DEL5,3385,047-2911,9042,1220.19%+219
ANALOG DEVICES INC(ADI)01,023+1,02302020.02%+202
SYNOPSYS INC(SNPS)3,5003,50001,8022,0000.18%+198
CATERPILLAR INC(CAT)03,506+3,50601,2850.12%+1,285
SCHWAB STRATEGIC TR76,93776,93702,8443,0020.27%+158
SHELL PLC(SHEL)05,782+5,78203880.04%+388
ISHARES TR20,94620,992+461,6281,7650.16%+137
ISHARES TR39,96240,145+1834,3264,4370.40%+111
ISHARES TR06,024+6,02401,2670.12%+1,267
ISHARES TR042,999+42,99903,8890.35%+3,889
VANGUARD ADMIRAL FDS INC04,723+4,72304870.04%+487
VALERO ENERGY CORP(VLO)02,785+2,78504750.04%+475
ISHARES TR022,010+22,01001,3370.12%+1,337
HOME DEPOT INC(HD)04,838+4,83801,8560.17%+1,856
TRIMBLE INC(TRMB)08,750+8,75005630.05%+563
AMBEV SA(ABEV)092,856+92,85602300.02%+230
EQUIFAX INC(EFX)4,2734,27301,0571,1430.10%+86
NVIDIA CORPORATION(NVDA)0394+39403560.03%+356
SELECT SECTOR SPDR TR
ST STR TECHN ETF
5,6445,580-641,0861,1620.11%+76
CME GROUP INC(CME)01,700+1,70003660.03%+366
FIRST TR MORNINGSTAR DIVID L041,039+41,03901,5790.14%+1,579
SCHWAB STRATEGIC TR19,04118,372-6691,4341,4960.14%+62
AT&T INC(T)014,959+14,95902630.02%+263
SELECT SECTOR SPDR TR
ST STR CARE ETF
02,776+2,77604100.04%+410
NORFOLK SOUTHN CORP(NSC)2,8262,828+26687210.07%+53
VANGUARD INDEX FDS03,919+3,91906380.06%+638
ISHARES TR21,21319,847-1,3663,5063,5550.32%+49
MARATHON PETE CORP(MPC)02,046+2,04604120.04%+412
SABINE RTY TR(SBR)04,765+4,76503030.03%+303
THERMO FISHER SCIENTIFIC INC(TMO)01,263+1,26307340.07%+734
AMERICAN EXPRESS CO(AXP)1,1661,16602182650.02%+47
SELECT SECTOR SPDR TR
ST STR INDL ETF
1,7661,967+2012012480.02%+46
SPDR SER TR
ST STR SP500DIV
030,040+30,04001,2230.11%+1,223
CADENCE DESIGN SYSTEM INC(CDNS)01,173+1,17303650.03%+365
INVESCO EXCHANGE TRADED FD T
RAFI US 1000 ETF
010,855+10,85504180.04%+418
FRANKLIN ELEC INC(FELE)03,350+3,35003580.03%+358
INVESCO EXCH TRADED FD TR II016,372+16,37209230.08%+923
DISNEY WALT CO(DIS)2,4942,114-3802252590.02%+33
VISA INC(V)04,673+4,67301,3040.12%+1,304
VANGUARD SCOTTSDALE FDS
VNG RUS1000IDX
01,104+1,10402630.02%+263
METTLER TOLEDO INTERNATIONAL(MTD)0245+24503260.03%+326
DIMENSIONAL ETF TRUST
US CORE EQT MKT
8,7478,748+12913200.03%+29
VANGUARD ADMIRAL FDS INC21,52721,319-2082,1352,1640.20%+29
AUTOMATIC DATA PROCESSING IN01,505+1,50503760.03%+376
FIRST FINL BANKSHARES INC(FFIN)011,844+11,84403890.04%+389
DIMENSIONAL ETF TRUST
US TARGETED VLU
106,829103,154-3,6755,5905,6150.51%+24
CAPITAL SOUTHWEST CORP(CSWC)018,272+18,27204560.04%+456
ELI LILLY & CO(LLY)0714+71405560.05%+556
FREEPORT-MCMORAN INC(FCX)4,7664,778+122032250.02%+22
ISHARES TR2,1882,068-1205996210.06%+22
DIMENSIONAL ETF TRUST
INTL CORE EQUITY
16,29816,29804164360.04%+20
RTX CORPORATION(RTX)03,146+3,14603070.03%+307
ISHARES TR02,926+2,92602470.02%+247
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