Fund HoldingsKathmere Capital Management, LLC

Total Portfolio Value
$943.14M
Total Bought
$130.48M
Total Sold
$46.18M
Net Transaction
+$84.30M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
ETF SER SOLUTIONS
DISTILLATE SMLMD
0313,512+313,512010,8841.15%+10,884
SCHWAB STRATEGIC TR0327,253+327,25309,6771.03%+9,677
SCHWAB STRATEGIC TR0129,462+129,46207,1100.75%+7,110
APPLE INC(AAPL)070,578+70,578014,8651.58%+14,865
ISHARES TR1,023,5411,203,017+179,47625,64030,2323.21%+4,592
ISHARES TR1,011,5621,178,001+166,43925,09729,2853.11%+4,188
ISHARES TR
IBONDS DEC2026
927,9091,101,172+173,26322,13126,2302.78%+4,099
ISHARES TR
IBONDS 27 ETF
933,3611,099,061+165,70022,21426,0812.77%+3,867
ISHARES TR
IBDS DEC28 ETF
891,3631,047,679+156,31622,19925,9512.75%+3,752
DOUBLELINE ETF TRUST
COMMERCIAL REAL
112,798180,017+67,2195,7819,2510.98%+3,470
JANUS DETROIT STR TR
HENDRSON AAA CL
113,882181,698+67,8165,7789,2450.98%+3,466
ISHARES TR
MSCI USA QLT FCT
207,306213,883+6,57734,07136,5233.87%+2,452
VANGUARD INDEX FDS140,711143,846+3,13533,73735,9073.81%+2,170
ISHARES TR
MSCI USA MMENTM
175,485179,752+4,26732,87735,0283.71%+2,151
NVIDIA CORPORATION(NVDA)3,36041,252+37,8923,0365,0960.54%+2,060
VANGUARD INTL EQUITY INDEX F429,841449,307+19,46617,95419,6622.08%+1,707
SCHWAB STRATEGIC TR048,729+48,72901,7070.18%+1,707
EA SERIES TRUST
FREEDOM 100 EM
461,010485,190+24,18015,55017,1371.82%+1,587
MICROSOFT CORP(MSFT)19,77422,080+2,3068,3199,8691.05%+1,549
VANGUARD TAX-MANAGED FDS750,136789,511+39,37537,63439,0184.14%+1,383
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
542,463576,429+33,96631,38732,6723.46%+1,285
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
018,341+18,34101,0640.11%+1,064
VANGUARD BD INDEX FDS013,850+13,85001,0620.11%+1,062
ISHARES TR
BROAD USD HIGH
29,46858,761+29,2931,0782,1320.23%+1,054
ALPHABET INC(GOOG)15,52118,531+3,0102,3633,3990.36%+1,036
ISHARES TR
MSCI INTL VLU FT
685,983736,762+50,77919,36520,2172.14%+851
COSTCO WHSL CORP NEW(COST)3,3003,820+5202,4183,2470.34%+829
ISHARES TR
MSCI USA VALUE
399,125425,675+26,55043,22944,0404.67%+811
SPDR GOLD TR(GLD)03,619+3,61907780.08%+778
VANGUARD INDEX FDS016,065+16,06504,2980.46%+4,298
ISHARES TR
MSCI INTL QUALTY
364,480389,069+24,58914,45515,1931.61%+738
ISHARES TR
MSCI INTL MOMENT
343,149366,087+22,93813,46214,1641.50%+702
BRITISH AMERN TOB PLC(BTI)17,03139,467+22,4365191,2210.13%+701
WALMART INC(WMT)39,09744,866+5,7692,3523,0380.32%+685
VANGUARD INDEX FDS26,72126,423-2989,1979,8821.05%+685
MASTERCARD INCORPORATED(MA)01,507+1,50706650.07%+665
CELESTICA INC(CLS)011,247+11,24706450.07%+645
ISHARES TR648,681671,067+22,38616,83317,4781.85%+645
ISHARES TR634,147657,800+23,65316,78017,4221.85%+642
AMAZON COM INC(AMZN)8,77611,404+2,6281,5832,2040.23%+621
ISHARES TR
IBONDS DEC 26
662,225687,481+25,25616,78717,4071.85%+620
ISHARES TR01,574+1,57405740.06%+574
LINDE PLC(LIN)01,267+1,26705560.06%+556
UNITEDHEALTH GROUP INC(UNH)04,768+4,76802,4280.26%+2,428
BERKSHIRE HATHAWAY INC DEL3,8765,329+1,4531,6302,1680.23%+538
ISHARES TR
IBONDS DEC 28
664,782692,775+27,99316,79917,3331.84%+534
JANUS DETROIT STR TR
B-BBB CLO ETF
10,88121,625+10,7445321,0640.11%+532
ISHARES TR
IBONDS DEC 27
668,607693,911+25,30416,82917,3551.84%+526
FRANKLIN TEMPLETON ETF TR
SENIOR LOAN ETF
21,62643,190+21,5645301,0540.11%+525
GILEAD SCIENCES INC(GILD)010,015+10,01506870.07%+687
PHILIP MORRIS INTL INC(PM)08,695+8,69508810.09%+881
VANGUARD STAR FDS016,755+16,75501,0100.11%+1,010
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
011,808+11,80804240.04%+424
NETFLIX INC(NFLX)0616+61604160.04%+416
TAIWAN SEMICONDUCTOR MFG LTD(TSM)7,4658,142+6771,0161,4150.15%+400
PROGRESSIVE CORP(PGR)01,921+1,92103990.04%+399
THERMO FISHER SCIENTIFIC INC(TMO)0679+67903750.04%+375
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
093,967+93,96704,7680.51%+4,768
VANGUARD WORLD FD
INF TECH ETF
0641+64103700.04%+370
KLA CORP(KLAC)01,135+1,13509360.10%+936
DIMENSIONAL ETF TRUST
US MKTWIDE VALUE
014,884+14,88405840.06%+584
PROCTER AND GAMBLE CO(PG)13,32015,287+1,9672,1612,5210.27%+360
AIR PRODS & CHEMS INC01,392+1,39203590.04%+359
GODADDY INC(GDDY)02,550+2,55003560.04%+356
VANGUARD MALVERN FDS07,315+7,31503550.04%+355
BOOKING HOLDINGS INC(BKNG)0180+18007130.08%+713
ORACLE CORP(ORCL)012,146+12,14601,7150.18%+1,715
WILLIAMS SONOMA INC(WSM)01,203+1,20303400.04%+340
SHERWIN WILLIAMS CO(SHW)8802,054+1,1743066130.06%+307
GALLAGHER ARTHUR J & CO(AJG)01,153+1,15302990.03%+299
QUALCOMM INC(QCOM)01,480+1,48002950.03%+295
WASTE MGMT INC DEL(WM)5,7177,083+1,3661,2191,5110.16%+292
HERSHEY CO(HSY)01,588+1,58802920.03%+292
ISHARES TR03,704+3,70402900.03%+290
COLGATE PALMOLIVE CO(CL)9,53911,804+2,2658591,1450.12%+286
DIMENSIONAL ETF TRUST
US TARGETED VLU
05,487+5,48702850.03%+285
HONEYWELL INTL INC(HON)08,516+8,51601,8190.19%+1,819
ALPHABET INC(GOOG)06,738+6,73801,2270.13%+1,227
BROADCOM INC(AVGO)604672+688011,0790.11%+278
ACCENTURE PLC IRELAND
SHS CLASS A
02,597+2,59707880.08%+788
ISHARES TR
CORE HIGH DV ETF
02,500+2,50002720.03%+272
META PLATFORMS INC(META)2,8853,315+4301,4011,6720.18%+271
ALTRIA GROUP INC(MO)27,70832,477+4,7691,2091,4790.16%+271
ALCON AG(ALC)03,014+3,01402680.03%+268
HSBC HLDGS PLC(HSBC)05,978+5,97802600.03%+260
TEXAS INSTRS INC(TXN)01,330+1,33002590.03%+259
NOVARTIS AG(NVS)013,714+13,71401,4600.15%+1,460
VODAFONE GROUP PLC NEW(VOD)047,698+47,69804230.04%+423
AUTOMATIC DATA PROCESSING IN04,584+4,58401,0940.12%+1,094
MASCO CORP(MAS)03,720+3,72002480.03%+248
LOWES COS INC(LOW)02,781+2,78106130.07%+613
ISHARES TR04,452+4,45202370.03%+237
T-MOBILE US INC(TMUS)01,322+1,32202330.02%+233
LOCKHEED MARTIN CORP(LMT)2,9473,352+4051,3411,5660.17%+225
CANADIAN NAT RES LTD(CNQ)06,259+6,25902230.02%+223
AFLAC INC(AFL)013,450+13,45001,2010.13%+1,201
ZOETIS INC(ZTS)05,317+5,31709220.10%+922
BERKSHIRE HATHAWAY INC DEL(Call)5,3007,400+2,1001,0641,280+216
TJX COS INC NEW(TJX)01,944+1,94402140.02%+214
CHENIERE ENERGY INC(LNG)01,223+1,22302140.02%+214
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