Fund HoldingsRed Spruce Capital, LLC

Total Portfolio Value
$215.55M
Total Bought
$23.58M
Total Sold
$13.66M
Net Transaction
+$9.92M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
INVESCO EXCHANGE-TRADED SELF-INDEXED FD TR BULLETSHARES 2026 ETF
BULSHS 2026 CB
382,978598,494+215,5167,39111,4975.33%+4,106
GROCERY OUTLET HLDG CORP COM(GO)090,558+90,55802,6061.21%+2,606
GLOBAL PMTS INC COM(GPN)010,867+10,86701,4520.67%+1,452
ABBVIE INC COM(ABBV)49,61849,680+627,6899,0474.20%+1,357
INVESCO EXCHANGE-TRADED SELF-INDEXED FD TR BULLETSHARES 2025 ETF393,808455,523+61,7158,0559,3064.32%+1,251
META PLATFORMS INC CL A(META)9,5219,194-3273,3704,4642.07%+1,094
MERCK & CO INC NEW COM(MRK)39,02239,161+1394,2545,1672.40%+913
PAYPAL HLDGS INC COM(PYPL)77,85884,534+6,6764,7815,6632.63%+882
INVESCO EXCHANGE-TRADED SELF-INDEXED FD TR BULLETSHARES 2027 ETF
BULSHS 2027 CB
264,315311,402+47,0875,1426,0072.79%+865
AMERICAN WTR WKS CO INC NEW COM10,24917,889+7,6401,3532,1861.01%+833
ON HOLDING AG NAMEN-AKT -A- ISIN#CH1134540470(ONON)021,175+21,17507490.35%+749
VERIZON COMMUNICATIONS INC COM(VZ)45,77758,554+12,7771,7262,4571.14%+731
ASML HLDG N V N Y REGISTRY SHS NEW 2012
N Y REGISTRY SHS
6,6565,884-7725,0385,7102.65%+672
MARTIN MARIETTA MATLS INC COM(MLM)6,9696,724-2453,4774,1281.92%+651
TEXAS ROADHOUSE INC COM(TXRH)22,35921,813-5462,7333,3691.56%+637
EMERSON ELEC CO COM(EMR)29,98131,268+1,2872,9183,5461.65%+628
JACOBS SOLUTIONS INC COM(J)17,26018,083+8232,2402,7801.29%+540
LINDE PLC NEW SHS ISIN#IE000S9YS762(LIN)9,1529,217+653,7594,2801.99%+521
ISHARES TR SEMICONDUCTOR ETF02,280+2,28005150.24%+515
CIGNA GROUP COM(CI)8,9318,760-1712,6743,1821.48%+507
DELTA AIR LINES INC DEL COM NEW(DAL)47,23648,756+1,5201,9002,3341.08%+434
TYLER TECHNOLOGIES INC COM(TYL)01,012+1,01204300.20%+430
HYATT HOTELS CORP COM CL A(H)13,91213,902-101,8142,2191.03%+405
APPLIED MATLS INC COM33,15728,006-5,1515,3745,7762.68%+402
AIRBNB INC CL A COM13,18013,18001,7942,1741.01%+380
ABBOTT LABS COM29,01631,404+2,3883,1943,5691.66%+376
INVESCO EXCHANGE-TRADED SELF-INDEXED FD TR INVESCO BULLETSHARES 2028 CORP BD ETF
INVSCO BLSH 28
237,410258,284+20,8744,8155,1842.40%+369
MOLSON COORS BEVERAGE CO CL B(TAP)23,58926,206+2,6171,4441,7620.82%+318
TREX CO INC COM(TREX)14,84015,217+3771,2291,5180.70%+289
CONAGRA BRANDS INC COM(CAG)36,28343,953+7,6701,0401,3030.60%+263
WOODWARD INC COM(WWD)17,96117,524-4372,4452,7011.25%+256
JOHNSON CTLS INTL PLC SHS ISIN#IE00BY7QL619
SHS
31,99532,115+1201,8442,0980.97%+254
EXXON MOBIL CORP COM11,30411,850+5461,1301,3770.64%+247
INVESCO EXCHANGE-TRADED SELF-INDEXED FD TR BULLETSHARES 2029 ETF
BULETSHS 2029
25,76338,701+12,9384787080.33%+230
PIONEER NAT RES CO COM8,8468,411-4351,9892,2081.02%+219
INTERNATIONAL BUSINESS MACHS CORP COM(IBM)8,4898,400-891,3881,6040.74%+216
MEDTRONIC PLC SHS ISIN#IE00BTN1Y115(MDT)17,95219,425+1,4731,4791,6930.79%+214
BERKSHIRE HATHAWAY INC DEL CL B NEW1,3891,681+2924957070.33%+211
NORTHROP GRUMMAN CORP COM(NOC)2,8093,164+3551,3151,5140.70%+199
WASTE CONNECTIONS INC COM ISIN#CA94106B1013(WCN)6,0886,352+2649091,0930.51%+184
AVALONBAY CMNTYS INC COM6,4767,484+1,0081,2121,3890.64%+176
MICROSOFT CORP COM(MSFT)15,46314,238-1,2255,8155,9902.78%+176
ARCADIUM LITHIUM PLC REGISTERED SHS ISIN#JE00BM9HZ112031,997+31,99701380.06%+138
INFINERA CORP COM95,02095,02004515730.27%+122
ISHARES TR RUSSELL 3000 ETF6,4106,223-1871,7551,8670.87%+113
ALPHABET INC CAP STK CL C(GOOG)10,0189,968-501,4121,5180.70%+106
BLOCK INC CL A(XYZ)14,49014,49001,1211,2260.57%+105
ROLLINS INC COM(ROL)16,60717,933+1,3267258300.38%+105
NEUROCRINE BIOSCIENCES INC COM(NBIX)16,02616,02602,1122,2101.03%+99
SCHWAB CHARLES CORP NEW COM(SCHW)41,85541,113-7422,8802,9741.38%+94
EATON CORPORATION PLC SHS ISIN#IE00B8KQN827(ETN)17,52213,769-3,7534,2204,3052.00%+86
THERMO FISHER SCIENTIFIC INC COM(TMO)1,4301,451+217598430.39%+84
VISA INC COM CL A(V)3,9163,945+291,0201,1010.51%+81
SELECT SECTOR SPDR TR UTILS
ST STR UTIL ETF
10,87311,656+7836897650.36%+77
ISHARES TR PFD & INCOME SECS ETF17,66619,387+1,7215516250.29%+74
SOUTHSTATE CORP COM29,46530,070+6052,4882,5571.19%+69
STARWOOD PPTY TR INC COM(STWD)28,29132,157+3,8665956540.30%+59
LILLY ELI & CO COM(LLY)3,0942,391-7031,8041,8600.86%+57
BLACKROCK INC COM(BLK)3,1753,128-472,5772,6081.21%+30
S&P GLOBAL INC COM(SPGI)1,7921,926+1347898190.38%+30
CHEVRON CORP NEW COM(CVX)8,0317,774-2571,1981,2260.57%+28
NVIDIA CORP COM(NVDA)3,0421,697-1,3451,5061,5330.71%+27
ROPER TECHNOLOGIES INC COM(ROP)1,7091,693-169329500.44%+18
INTUIT COM(INTU)2,0031,953-501,2521,2690.59%+18
JOHNSON & JOHNSON COM(JNJ)11,98011,972-81,8781,8940.88%+16
SHELL PLC SPONSORED ADR REPSTG ORD SH ISIN#US7802593050(SHEL)20,14319,986-1571,3251,3400.62%+14
ISHARES TR IBOXX USD INVT GRADE CORP BD ETF2,2872,28702532490.12%-4
TESLA INC COM(TSLA)1,3561,885+5293373310.15%-6
UNIVERSAL DISPLAY CORP COM(OLED)9,78011,070+1,2901,8711,8650.87%-6
FMC CORP COM NEW(FMC)21,38021,067-3131,3481,3420.62%-6
NNN REIT INC COM(NNN)39,44139,152-2891,7001,6730.78%-27
IDEXX LABS INC COM(IDXX)1,7661,76609809540.44%-27
STARBUCKS CORP COM(SBUX)6,5166,51606265950.28%-30
ANSYS INC COM2,3442,34408518140.38%-37
COMCAST CORP NEW CL A(CCZ)48,46048,145-3152,1252,0870.97%-38
MSC INDL DIRECT INC CL A(MSM)19,65120,031+3801,9901,9440.90%-46
LITHIA MTRS INC COM(LAD)8,1768,668+4922,6922,6081.21%-84
ALBEMARLE CORP COM(ALB)8,3977,951-4461,2131,0470.49%-166
MONGODB INC CL A(MDB)4,5294,533+41,8521,6260.75%-226
ZOETIS INC COM(ZTS)1,2050-1,2052380-238
VANGUARD BD INDEX FDS VANGUARD TOTAL BD MARKET ETF3,3640-3,3642470-247
LIVENT CORP COM14,5590-14,5592620-262
ISHARES TR TIPS BD ETF3,2180-3,2183460-346
SNOWFLAKE INC CL A(SNOW)10,95611,324+3682,1801,8300.85%-350
UNITY SOFTWARE INC COM(U)8,6220-8,6223530-353
INTEL CORP COM(INTC)52,19049,991-2,1992,6232,2081.02%-414
BROADCOM INC COM(AVGO)4,7133,515-1,1985,2614,6592.16%-602
ALPHABET INC CL A(GOOG)76,22366,291-9,93210,64810,0054.64%-642
ATLASSIAN CORP CL A2,9420-2,9427000-700
ZSCALER INC COM(ZS)17,08414,715-2,3693,7852,8351.32%-951
INVESCO EXCHANGE-TRADED SELF-INDEXED FD TR BULLETSHARES 2024 ETF314,132177,947-136,1856,5613,7321.73%-2,829
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