Fund HoldingsKathmere Capital Management, LLC

Total Portfolio Value
$770.50M
Total Bought
$234.94M
Total Sold
$168.91M
Net Transaction
+$66.03M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
ISHARES TR10,455938,981+928,52625523,2493.02%+22,994
ISHARES TR0925,083+925,083023,0442.99%+23,044
ISHARES TR
IBDS DEC28 ETF
0827,554+827,554020,7632.69%+20,763
ISHARES TR
IBONDS 27 ETF
0864,329+864,329020,6832.68%+20,683
ISHARES TR
IBONDS DEC2026
0856,619+856,619020,4732.66%+20,473
ISHARES TR
IBONDS DEC 28
107,119612,862+505,7432,61515,6832.04%+13,068
ISHARES TR
IBONDS DEC 27
109,518615,218+505,7002,68115,6362.03%+12,955
ISHARES TR
IBONDS DEC 26
108,763608,753+499,9902,69815,5302.02%+12,831
ISHARES TR103,647581,039+477,3922,70315,4242.00%+12,721
ISHARES TR105,688592,729+487,0412,71515,3691.99%+12,654
DOUBLELINE ETF TRUST
COMMERCIAL REAL
090,543+90,54304,6080.60%+4,608
JANUS DETROIT STR TR
HENDRSON AAA CL
091,327+91,32704,5940.60%+4,594
ISHARES TR
MSCI USA VALUE
384,175389,515+5,34034,85239,4035.11%+4,551
WALKER & DUNLOP INC(WD)0161,659+161,659017,9462.33%+17,946
VANGUARD TAX-MANAGED FDS677,187697,216+20,02929,60733,3974.33%+3,790
VANGUARD INDEX FDS138,789138,892+10327,16030,2993.93%+3,140
ISHARES TR
MSCI USA MMENTM
172,981172,755-22624,16527,1043.52%+2,938
ISHARES TR
MSCI USA QLT FCT
0205,965+205,965030,3063.93%+30,306
SCHWAB STRATEGIC TR286,493292,302+5,80913,89216,1792.10%+2,287
EA SERIES TRUST
FREEDOM 100 EM
0448,429+448,429014,7531.91%+14,753
ISHARES TR
MSCI INTL QUALTY
0352,996+352,996013,2591.72%+13,259
APPLE INC(AAPL)054,702+54,702010,5321.37%+10,532
ISHARES TR
MSCI INTL MOMENT
0330,106+330,106011,3191.47%+11,319
VANGUARD INTL EQUITY INDEX F371,054383,755+12,70114,54915,7722.05%+1,223
ISHARES TR
MSCI INTL VLU FT
645,146658,645+13,49916,36117,4612.27%+1,100
MICROSOFT CORP(MSFT)015,495+15,49505,8270.76%+5,827
VANGUARD INDEX FDS024,551+24,55107,6320.99%+7,632
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
518,071521,858+3,78727,74828,6923.72%+944
VANGUARD INDEX FDS038,341+38,34108,1791.06%+8,179
VANGUARD INDEX FDS050,259+50,25907,5140.98%+7,514
ESSENTIAL UTILS INC(WTRG)020,247+20,24707560.10%+756
VERIZON COMMUNICATIONS INC(VZ)27,96237,891+9,9299061,4280.19%+522
EA SERIES TRUST
US QUAN MOMENTUM
094,262+94,26204,7000.61%+4,700
SCHWAB STRATEGIC TR0191,654+191,65407,0840.92%+7,084
MARRIOTT INTL INC NEW(MAR)1,9423,557+1,6153828020.10%+420
HONDA MOTOR LTD(HMC)013,600+13,60004200.05%+420
ALLSTATE CORP(ALL)06,146+6,14608600.11%+860
ADOBE INC(ADBE)2,7263,015+2891,3901,7990.23%+409
NVIDIA CORPORATION(NVDA)2,1852,734+5499511,3540.18%+403
SCHWAB STRATEGIC TR272,182277,154+4,9727,1377,5220.98%+385
WASTE MGMT INC DEL(WM)05,263+5,26309430.12%+943
VANGUARD INDEX FDS14,21414,293+793,0193,3910.44%+371
CITIGROUP INC(C)07,085+7,08503640.05%+364
LENNOX INTL INC(LII)0811+81103630.05%+363
HONEYWELL INTL INC(HON)06,762+6,76201,4180.18%+1,418
CAPITAL ONE FINL CORP(COF)02,699+2,69903540.05%+354
CADENCE DESIGN SYSTEM INC(CDNS)2,1003,062+9624928340.11%+342
COSTCO WHSL CORP NEW(COST)2,4212,552+1311,3681,6850.22%+317
HP INC(HPQ)010,501+10,50103160.04%+316
PNC FINL SVCS GROUP INC(PNC)2,8294,248+1,4193476580.09%+310
ILLINOIS TOOL WKS INC(ITW)2,4833,358+8755728800.11%+308
EA SERIES TRUST
US QUAN VALUE
146,937142,158-4,7795,4535,7560.75%+303
RELX PLC(RELX)032,374+32,37401,2840.17%+1,284
LOCKHEED MARTIN CORP(LMT)02,209+2,20901,0010.13%+1,001
GOLDMAN SACHS ETF TR045,783+45,78304,2950.56%+4,295
BANK AMERICA CORP14,15020,153+6,0033876790.09%+291
ROYAL BK CDA(RY)02,821+2,82102850.04%+285
PULTE GROUP INC(PHM)02,737+2,73702830.04%+283
CATERPILLAR INC(CAT)0936+93602770.04%+277
INVESCO EXCH TRADED FD TR II0126,807+126,80702,4220.31%+2,422
EXPEDIA GROUP INC(EXPE)01,806+1,80602740.04%+274
ISHARES TR057,705+57,70505,5890.73%+5,589
CENCORA INC01,300+1,30002670.03%+267
J P MORGAN EXCHANGE TRADED F
US VALUE FACTR
0111,257+111,25704,2920.56%+4,292
META PLATFORMS INC(META)1,9652,420+4555908560.11%+267
BUILDERS FIRSTSOURCE INC(BLDR)05,287+5,28708830.11%+883
BRITISH AMERN TOB PLC(BTI)08,994+8,99402630.03%+263
CHUNGHWA TELECOM CO LTD(CHT)021,246+21,24608300.11%+830
INNOVATOR ETFS TR
INTRNL DEV JAN
08,538+8,53802600.03%+260
GLOBE LIFE INC02,132+2,13202600.03%+260
PALO ALTO NETWORKS INC(PANW)0872+87202570.03%+257
LEIDOS HOLDINGS INC(LDOS)02,337+2,33702530.03%+253
UNITED PARCEL SERVICE INC(UPS)01,607+1,60702530.03%+253
BLACKSTONE INC(BX)7,8158,303+4888371,0870.14%+250
ISHARES TR
MSCI EAFE MIN VL
03,559+3,55902470.03%+247
WISDOMTREE TR(WT)0119,828+119,82804,3460.56%+4,346
ARISTA NETWORKS INC01,047+1,04702470.03%+247
TRAVELERS COMPANIES INC(TRV)03,118+3,11805940.08%+594
J P MORGAN EXCHANGE TRADED F
US MOMENTUM
065,192+65,19202,9800.39%+2,980
UNION PAC CORP(UNP)4,5154,718+2039191,1590.15%+239
AMAZON COM INC(AMZN)05,118+5,11807780.10%+778
DEERE & CO(DE)0597+59702390.03%+239
BOOZ ALLEN HAMILTON HLDG COR01,858+1,85802380.03%+238
UBS GROUP AG(UBS)32,11033,306+1,1967921,0290.13%+238
YUM BRANDS INC(YUM)01,801+1,80102350.03%+235
CF INDS HLDGS INC(CF)02,935+2,93502330.03%+233
EATON CORP PLC(ETN)0966+96602330.03%+233
STARBUCKS CORP(SBUX)02,402+2,40202310.03%+231
BLOCK INC(XYZ)02,949+2,94902280.03%+228
ALPHABET INC(GOOG)11,19812,087+8891,4761,7030.22%+227
ELI LILLY & CO(LLY)4,8694,871+22,6152,8390.37%+224
VISA INC(V)9,2239,008-2152,1212,3450.30%+224
NOVO-NORDISK A S(NVO)18,27618,204-721,6621,8830.24%+221
SHOPIFY INC(SHOP)02,790+2,79002170.03%+217
MOODYS CORP(MCO)0552+55202160.03%+216
SPDR S&P 500 ETF TR(SPY)0452+45202150.03%+215
SHELL PLC(SHEL)03,264+3,26402150.03%+215
INTUIT(INTU)0343+34302140.03%+214
EA SERIES TRUST
INTL QUAN MOMNTM
099,420+99,42002,6220.34%+2,622
VERTEX PHARMACEUTICALS INC(VRTX)0525+52502140.03%+214
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