Fund HoldingsS.A. Mason LLC

Total Portfolio Value
$138.69M
Total Bought
$6.09M
Total Sold
$8.83M
Net Transaction
-$2.74M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
Strive 500 ETF
STRIVE 500 ETF
040,140+40,14001,1000.79%+1,100
NVIDIA Corp(NVDA)10,4559,125-1,3302,9043,9692.86%+1,065
Vanguard Total Stock Market ETF23,32025,833+2,5134,7605,4873.96%+728
Costco Wholesale Corp(COST)5,2525,273+212,6092,9792.15%+370
Adobe Inc(ADBE)2,9052,890-151,1201,4741.06%+354
Eli Lilly & Co(LLY)1,7511,75106019410.68%+339
Intuit Inc(INTU)5,8135,729-842,5922,9272.11%+336
Alphabet Inc(GOOG)10,74010,762+221,1141,4081.02%+294
Vanguard Mid-Cap ETF15,62416,992+1,3683,2953,5382.55%+243
Amgen Inc(AMGN)6,4646,466+21,5631,7381.25%+175
Palantir Technologies Inc(PLTR)016,845+16,84502700.19%+270
Public Storage(PSA)0636+63601680.12%+168
Mastercard Inc(MA)5,1275,129+21,8632,0311.46%+167
TJX Cos Inc/The(TJX)18,30117,970-3311,4341,5971.15%+163
Berkshire Hathaway Inc3,5643,56401,1001,2480.90%+148
Meta Platforms Inc(META)01,268+1,26803810.27%+381
Macatawa Bank Corp016,100+16,10001440.10%+144
SPDR S&P 500 ETF Trust(SPY)9,9339,826-1074,0664,2003.03%+134
Alphabet Inc(GOOG)4,5004,520+204685960.43%+128
Steelcase Inc58,54855,400-3,1484936190.45%+126
General Electric Co(GE)7,5807,574-67258370.60%+113
Invesco Exchange-Traded Fund T
S&P 500 TOP 50
03,100+3,10001050.08%+105
Vanguard Mega Cap Growth ETF0445+44501010.07%+101
Oracle Corp(ORCL)7,6077,615+87078070.58%+100
Cigna Corp(CI)3,3113,303-88469450.68%+99
iShares Russell 1000 Growth ET4,3044,319+151,0521,1490.83%+97
Linde PLC(LIN)0248+2480920.07%+92
Phillips 66(PSX)4,6444,679+354715620.41%+91
Novo Nordisk A/S ADR(NVO)3,7507,500+3,7505976820.49%+85
Darden Restaurants Inc(DRI)0550+5500790.06%+79
ProShares S&P MidCap 400 Dividend Aristocrats
S&P MDCP 400 DIV
01,945+1,94501300.09%+130
McKesson Corp(MCK)0900+90003910.28%+391
O'Reilly Automotive Inc(ORLY)2,0942,034-601,7781,8491.33%+71
Amazon.com Inc(AMZN)02,972+2,97203780.27%+378
Accenture PLC
SHS CLASS A
4,6154,515-1001,3191,3871.00%+68
Boeing Co/The(BA)02,025+2,02503880.28%+388
Occidental Petroleum Corp(OXY)02,371+2,37101540.11%+154
JPMorgan Chase & Co(JPM)3,7563,75604895450.39%+55
Parker-Hannifin Corp(PH)01,019+1,01903970.29%+397
Emerson Electric Co(EMR)5,6255,62504905430.39%+53
Carrier Global Corp(CARR)06,027+6,02703330.24%+333
Vanguard Large-Cap ETF7,4507,378-721,3921,4441.04%+52
Timothy Plan US Large/Mid Cap Core ETF01,500+1,5000520.04%+52
Invesco QQQ Trust Series 11,7101,675-355496000.43%+51
Walmart Inc(WMT)4,0754,070-56016510.47%+50
Chevron Corp(CVX)8,0328,063+311,3111,3600.98%+49
Caterpillar Inc(CAT)01,000+1,00002730.20%+273
Exxon Mobil Corp5,9445,918-266526960.50%+44
Vanguard Growth ETF1,9011,90104745180.37%+43
Simplify Interest Rate Hedge E
SIMPLIFY INTERST
01,258+1,25801200.09%+120
Novartis AG(NVS)4,2404,24003904320.31%+42
Automatic Data Processing Inc2,3842,379-55315720.41%+42
EOG Resources Inc(EOG)03,221+3,22104080.29%+408
Aramark(ARMK)01,100+1,1000380.03%+38
Invesco BuyBack Achievers ETF
BUYBACK ACHIEV
7,5037,511+86386760.49%+37
Tesla Inc(TSLA)01,122+1,12202810.20%+281
Cameco Corp(CCJ)02,750+2,75001090.08%+109
Intel Corp(INTC)12,93512,835-1004234560.33%+34
Eaton Corp PLC(ETN)0750+75001600.12%+160
Freeport-McMoRan Inc(FCX)01,900+1,9000710.05%+71
Zoetis Inc(ZTS)4,0944,095+16817120.51%+31
Vanguard Total International S07,105+7,10503800.27%+380
Kinross Gold Corp(KGC)06,000+6,0000270.02%+27
ConocoPhillips(COP)01,300+1,30001560.11%+156
Vanguard S&P 500 ETF3,6553,565-901,3751,4001.01%+25
iShares Core S&P Small-Cap ETF01,476+1,47601390.10%+139
Sprott Physical Gold Trust(PHYS)016,520+16,52002370.17%+237
Visa Inc(V)4,7514,753+21,0711,0930.79%+22
Broadridge Financial Solutions(BR)0675+67501210.09%+121
Home Depot Inc/The(HD)3,1453,140-59289490.68%+21
Vanguard FTSE Developed Market8,3839,129+7463793990.29%+20
ITT Inc(ITT)01,650+1,65001620.12%+162
Energy Transfer LP(ET)03,873+3,8730540.04%+54
Intuitive Surgical Inc0465+46501360.10%+136
Marriott International Inc/MD(MAR)0544+54401070.08%+107
Cisco Systems Inc/Delaware(CSCO)10,52710,52705505660.41%+16
American International Group I01,500+1,5000910.07%+91
Becton Dickinson and Co(BDX)01,372+1,37203550.26%+355
CarMax Inc(KMX)01,900+1,90001340.10%+134
Enterprise Products Partners L(EPD)08,257+8,25702260.16%+226
United States Natural Gas03,675+3,6750250.02%+25
Weyerhaeuser Co(WY)04,549+4,54901390.10%+139
Aberdeen Standard Physical Sil01,155+1,1550250.02%+25
Viatris Inc(VTRS)03,460+3,4600340.02%+34
Quanta Services Inc0500+5000940.07%+94
Host Hotels & Resort(HST)0590+590090.01%+9
Marathon Petroleum Corp(MPC)0535+5350810.06%+81
WisdomTree US MidCap Fund(WT)8,0798,07904024100.30%+8
Xtrackers MSCI EAFE Hedged Equ07,375+7,37502570.19%+257
Johnson & Johnson(JNJ)7,5737,586+131,1741,1820.85%+8
Cintas Corp(CTAS)0415+41502000.14%+200
Transocean Inc New(RIG)0914+914080.01%+8
CF Industries Holdings Inc(CF)0500+5000430.03%+43
Boston Scientific Corp(BSX)02,300+2,30001210.09%+121
Lyft Inc(LYFT)05,000+5,0000530.04%+53
Alcon Inc(ALC)0923+9230710.05%+71
Vanguard Small-Cap ETF17,70617,780+743,3563,3622.42%+5
Invesco S&P MidCap 400 Pure Va
S&P MDCP400 VL
03,030+3,03002980.22%+298
IBM(IBM)0565+5650790.06%+79
iShares Russell 1000 ETF0975+97502290.17%+229
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