Fund Holdings1900 WEALTH MANAGEMENT LLC

Total Portfolio Value
$1.09B
Total Bought
$274.21M
Total Sold
$216.48M
Net Transaction
+$57.73M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
SPDR SER TR
ST STR P500ETF
129,5962,432,652+2,303,0566,514135,98512.48%+129,472
JANUS DETROIT STR TR
HENDRSON AAA CL
118,834643,356+524,5225,98132,3612.97%+26,380
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
54,422762,355+707,9331,42121,8342.00%+20,413
INVESCO EXCH TRADED FD TR II0791,616+791,616019,1411.76%+19,141
VICTORY PORTFOLIOS II
CORE PLUS BD ETF
13,143754,613+741,47027216,3831.50%+16,110
SPDR SER TR
ST STR P400MID
18,096246,296+228,20079212,0001.10%+11,207
VANECK ETF TRUST
HIGH YLD MUNIETF
0189,809+189,80909,8000.90%+9,800
SPDR SER TR
ST STR SP600 SML
0341,243+341,243014,3941.32%+14,394
VANGUARD MUN BD FDS0133,746+133,74606,8280.63%+6,828
DIMENSIONAL ETF TRUST
EMGR CRE EQT MNG
0241,827+241,82705,8300.54%+5,830
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
0788,951+788,951040,8913.75%+40,891
ISHARES TR59,01066,429+7,41913,86217,4221.60%+3,560
J P MORGAN EXCHANGE TRADED F
MUNICIPAL ETF
059,204+59,20403,0170.28%+3,017
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
0142,952+142,95208,5230.78%+8,523
VANGUARD INDEX FDS037,328+37,32808,8550.81%+8,855
DIMENSIONAL ETF TRUST
US MKTWIDE VALUE
0589,860+589,860021,9552.02%+21,955
ISHARES TR19,45220,081+6295,1746,0880.56%+914
BLACKROCK ETF TRUST II038,300+38,30008470.08%+847
INVESCO EXCHANGE TRADED FD T
S&P 500 GARP ETF
078,329+78,32907,6790.70%+7,679
VANGUARD INTL EQUITY INDEX F099,961+99,96107,2000.66%+7,200
JPMORGAN CHASE & CO(JPM)034,936+34,93605,9430.55%+5,943
VANGUARD INTL EQUITY INDEX F0113,750+113,75007,3350.67%+7,335
VIASAT INC(VSAT)19,56839,136+19,5683611,0940.10%+733
ISHARES TR039,962+39,96204,3260.40%+4,326
NORFOLK SOUTHN CORP(NSC)02,826+2,82606680.06%+668
VANGUARD INDEX FDS6,2067,059+8532,4373,0830.28%+646
Roche Holding AG-Genusschein (SEDOL 7110388)02,208+2,20806410.06%+641
ISHARES TR02,188+2,18805990.05%+599
CSW INDUSTRIALS INC(CSW)018,272+18,27203,7900.35%+3,790
INVESCO EXCH TRD SLF IDX FD
BLOO PRI PWR ETF
85,11485,11405,5776,1600.57%+583
MICROSOFT CORP(MSFT)14,04713,098-9494,4354,9260.45%+490
SPDR S&P 500 ETF TR(SPY)06,538+6,53803,1080.29%+3,108
DIMENSIONAL ETF TRUST
INTL CORE EQUITY
016,298+16,29804160.04%+416
DIMENSIONAL ETF TRUST
US TARGETED VLU
0106,829+106,82905,5900.51%+5,590
ISHARES TR021,213+21,21303,5060.32%+3,506
ALIGN TECHNOLOGY INC3,2855,118+1,8331,0031,4020.13%+399
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
013,771+13,77107450.07%+745
ARISTA NETWORKS INC7,6187,61801,4011,7940.16%+393
ETSY INC(ETSY)028,530+28,53002,3120.21%+2,312
VANGUARD SCOTTSDALE FDS
VNG RUS3000IDX
016,182+16,18203,4440.32%+3,444
ISHARES TR161,091145,580-15,51169,17769,5336.38%+356
AMAZON COM INC(AMZN)024,075+24,07503,6580.34%+3,658
SCHWAB STRATEGIC TR047,790+47,79002,6950.25%+2,695
ROYAL CARIBBEAN GROUP
COM
8,2598,25907611,0690.10%+308
VANGUARD INTL EQUITY INDEX F156,972157,111+1396,1556,4570.59%+302
VANGUARD WORLD FD09,335+9,33502,4230.22%+2,423
DIMENSIONAL ETF TRUST
US CORE EQT MKT
08,747+8,74702910.03%+291
APPLE INC(AAPL)41,45838,330-3,1287,0987,3800.68%+282
EQUIFAX INC(EFX)04,273+4,27301,0570.10%+1,057
AUTODESK INC7,5557,540-151,5631,8360.17%+273
ACCENTURE PLC IRELAND
SHS CLASS A
0771+77102710.02%+271
PULTE GROUP INC(PHM)12,24611,360-8869071,1730.11%+266
VANGUARD WORLD FD015,600+15,60002,6410.24%+2,641
PLEXUS CORP(PLXS)17,21517,21501,6011,8610.17%+261
SCHWAB STRATEGIC TR03,365+3,36502560.02%+256
SALESFORCE INC(CRM)0969+96902550.02%+255
SUPER MICRO COMPUTER INC(SMCI)23,92423,92406,5606,8010.62%+240
Novartis AG NAMEN AKT(NVS)02,360+2,36002380.02%+238
COMERICA INC04,200+4,20002340.02%+234
BANK NEW YORK MELLON CORP04,460+4,46002320.02%+232
UBS GROUP AG(UBS)07,268+7,26802250.02%+225
DISNEY WALT CO(DIS)02,494+2,49402250.02%+225
MICROCHIP TECHNOLOGY INC.(MCHP)18,50518,509+41,4441,6690.15%+225
GARMIN LTD(GRMN)13,22412,562-6621,3911,6150.15%+224
TARGET CORP(TGT)01,545+1,54502200.02%+220
AMERICAN EXPRESS CO(AXP)01,166+1,16602180.02%+218
VANGUARD ADMIRAL FDS INC021,527+21,52702,1350.20%+2,135
AMERICAN FINL GROUP INC OHIO01,738+1,73802070.02%+207
INTEL CORP(INTC)04,100+4,10002060.02%+206
SCHWAB STRATEGIC TR019,041+19,04101,4340.13%+1,434
FREEPORT-MCMORAN INC(FCX)04,766+4,76602030.02%+203
SELECT SECTOR SPDR TR
ST STR INDL ETF
01,766+1,76602010.02%+201
SYNOPSYS INC(SNPS)03,500+3,50001,8020.17%+1,802
VANGUARD SCOTTSDALE FDS
LG-TERM COR BD
024,521+24,52101,9650.18%+1,965
AKAMAI TECHNOLOGIES INC(AKAM)16,04516,04501,7091,8990.17%+189
ISHARES TR020,946+20,94601,6280.15%+1,628
SCHWAB STRATEGIC TR076,937+76,93702,8440.26%+2,844
MARTIN MARIETTA MATLS INC(MLM)01,909+1,90909530.09%+953
CULLEN FROST BANKERS INC(CFR)09,492+9,49201,0300.09%+1,030
INTUITIVE SURGICAL INC3,5773,57701,0461,2070.11%+161
SELECT SECTOR SPDR TR
ST STR TECHN ETF
05,644+5,64401,0860.10%+1,086
INTUIT(INTU)1,4081,40807198800.08%+161
ISHARES TR024,035+24,03502,1410.20%+2,141
FLOOR & DECOR HLDGS INC(FND)7,0797,07906417900.07%+149
ASML HOLDING N V
N Y REGISTRY SHS
0617+61704670.04%+467
MCDONALDS CORP(MCD)05,441+5,44101,6130.15%+1,613
HONEYWELL INTL INC(HON)7,0006,856-1441,2931,4380.13%+145
UNION PAC CORP(UNP)02,585+2,58506350.06%+635
SIMMONS 1ST NATL CORP(SFNC)048,415+48,41509610.09%+961
INTERDIGITAL INC(IDCC)4,8744,87403915290.05%+138
WELLS FARGO CO NEW(WFC)010,222+10,22205030.05%+503
ALPHABET INC(GOOG)012,348+12,34801,7400.16%+1,740
LGI HOMES INC(LGIH)3,9063,90603895200.05%+132
PROTO LABS INC(PRLB)9,9049,90402613860.04%+124
INVESCO EXCH TRADED FD TR II19,49718,929-5681,4641,5860.15%+122
SNAP ON INC(SNA)3,5443,54409041,0240.09%+120
ISHARES TR0138,119+138,11907,1820.66%+7,182
BROADCOM INC(AVGO)672599-735586690.06%+111
BERKSHIRE HATHAWAY INC DEL05,338+5,33801,9040.17%+1,904
IDEXX LABS INC(IDXX)0875+87504860.04%+486
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