Fund HoldingsS.A. Mason LLC

Total Portfolio Value
$149.12M
Total Bought
$4.27M
Total Sold
$9.60M
Net Transaction
-$5.33M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
Microsoft Corp(MSFT)016,188+16,18806,0874.08%+6,087
Intuit Inc(INTU)5,7295,640-892,9273,5252.36%+598
NVIDIA Corp(NVDA)9,1258,991-1343,9694,4532.99%+483
Costco Wholesale Corp(COST)5,2735,213-602,9793,4412.31%+462
SPDR S&P 500 ETF Trust(SPY)9,8269,776-504,2004,6473.12%+446
Vanguard Small-Cap ETF17,78017,714-663,3623,7792.53%+417
iShares Core S&P 500 ETF08,826+8,82604,2162.83%+4,216
Vanguard Mid-Cap ETF16,99216,847-1453,5383,9192.63%+381
Apple Inc(AAPL)022,445+22,44504,3212.90%+4,321
Vanguard Total Stock Market ETF25,83324,171-1,6625,4875,7343.85%+247
Vanguard S&P 500 ETF3,5653,712+1471,4001,6211.09%+221
American Express Co(AXP)05,146+5,14609640.65%+964
Adobe Inc(ADBE)2,8902,805-851,4741,6731.12%+200
Intel Corp(INTC)12,83512,821-144566440.43%+188
iShares Russell 1000 Growth ET4,3194,31901,1491,3090.88%+161
McDonald's Corp(MCD)03,007+3,00708910.60%+891
Accenture PLC
SHS CLASS A
4,5154,400-1151,3871,5441.04%+157
Abbott Laboratories011,586+11,58601,2750.86%+1,275
Vanguard Large-Cap ETF7,3787,288-901,4441,5901.07%+146
SPDR Gold Shares(GLD)06,503+6,50301,2430.83%+1,243
Boeing Co/The(BA)2,0252,045+203885330.36%+145
Home Depot Inc/The(HD)3,1403,155+159491,0930.73%+145
Dollar Tree Inc(DLTR)04,591+4,59106520.44%+652
Strive 500 ETF
STRIVE 500 ETF
40,14040,395+2551,1001,2350.83%+135
Schwab US Broad Market ETF023,174+23,17401,2900.87%+1,290
SPDR Portfolio S&P 400 Mid Cap
ST STR P400MID
025,461+25,46101,2400.83%+1,240
Barrick Gold Corp027,570+27,57004990.33%+499
General Electric Co(GE)7,5747,550-248379640.65%+126
Mastercard Inc(MA)5,1295,055-742,0312,1561.45%+125
Visa Inc(V)4,7534,679-741,0931,2180.82%+125
PepsiCo Inc(PEP)09,583+9,58301,6271.09%+1,627
Vanguard High Dividend Yield E04,023+4,02304490.30%+449
iShares Gold Trust(IAU)026,982+26,98201,0530.71%+1,053
Amgen Inc(AMGN)6,4666,407-591,7381,8451.24%+108
Norfolk Southern Corp(NSC)02,700+2,70006380.43%+638
Xylem Inc/NY(XYL)04,646+4,64605310.36%+531
Raytheon Technologies Corp(RTX)06,887+6,88705790.39%+579
Eli Lilly & Co(LLY)1,7511,786+359411,0410.70%+101
iShares Core S&P Mid-Cap ETF03,495+3,49509690.65%+969
iShares Morningstar Mid-Cap ET010,755+10,75507220.48%+722
Invesco QQQ Trust Series 11,6751,700+256006960.47%+96
Zoetis Inc(ZTS)4,0954,096+17128080.54%+96
JPMorgan Chase & Co(JPM)3,7563,765+95456400.43%+96
Rollins Inc(ROL)023,449+23,44901,0240.69%+1,024
NIKE Inc(NKE)06,536+6,53607100.48%+710
Meta Platforms Inc(META)1,2681,308+403814630.31%+82
Toro Co/The06,732+6,73206460.43%+646
Vanguard FTSE Developed Market9,12910,041+9123994810.32%+82
Stryker Corp(SYK)02,905+2,90508700.58%+870
Vanguard Mid-Cap Value ETF03,636+3,63605270.35%+527
General Dynamics Corp(GD)01,781+1,78104620.31%+462
Vanguard Growth ETF1,9011,90105185910.40%+73
Vanguard Real Estate ETF05,741+5,74105070.34%+507
Parker-Hannifin Corp(PH)1,0191,01903974690.31%+73
WisdomTree US SmallCap Fund(WT)010,675+10,67505320.36%+532
Invesco BuyBack Achievers ETF
BUYBACK ACHIEV
7,5117,516+56767440.50%+68
Novo Nordisk A/S ADR(NVO)7,5007,200-3006827450.50%+63
Amazon.com Inc(AMZN)2,9722,887-853784390.29%+61
AbbVie Inc(ABBV)012,267+12,26701,9011.27%+1,901
Lowe's Cos Inc(LOW)04,010+4,01008920.60%+892
Wells Fargo & Co(WFC)06,936+6,93603410.23%+341
Invesco S&P MidCap 400 Pure Va
S&P MDCP400 VL
3,0303,03002983530.24%+54
Target Corp(TGT)01,700+1,70002420.16%+242
WisdomTree US MidCap Fund(WT)8,0798,07904104640.31%+54
Fastenal Co(FAST)05,250+5,25003400.23%+340
Laboratory Corp of America Hol02,000+2,00004550.30%+455
Vestis Corp(VSTS)02,450+2,4500520.03%+52
Cintas Corp(CTAS)41541502002500.17%+50
Vanguard Dividend Appreciation03,316+3,31605650.38%+565
Alphabet Inc(GOOG)10,76210,432-3301,4081,4570.98%+49
Vanguard Short-Term Corporate
SHRT TRM CORP BD
01,892+1,89201460.10%+146
Invesco Value Muni Income Trust03,929+3,9290460.03%+46
Vanguard FTSE Emerging Markets010,615+10,61504360.29%+436
Vanguard Small-Cap Growth ETF01,609+1,60903890.26%+389
DFA Tax-Managed US Small Cap
US SMALL CAP ETF
06,136+6,13603660.25%+366
TJX Cos Inc/The(TJX)17,97017,472-4981,5971,6391.10%+42
Vanguard Mid-Cap Growth ETF01,145+1,14502510.17%+251
Alphabet Inc(GOOG)4,5204,52005966370.43%+41
Phillips 66(PSX)4,6794,529-1505626030.40%+41
Ross Stores Inc(ROST)02,000+2,00002770.19%+277
iShares Russell 2000 ETF01,625+1,62503260.22%+326
Vanguard Value ETF02,128+2,12803180.21%+318
Macatawa Bank Corp16,10016,10001441820.12%+37
QUALCOMM Inc(QCOM)01,100+1,10001590.11%+159
Darden Restaurants Inc(DRI)550700+150791150.08%+36
ITT Inc(ITT)1,6501,65001621970.13%+35
Deere & Co(DE)01,032+1,03204130.28%+413
Invesco S&P Smallcap 600 Reven
S&P SMALLCAP 600
08,455+8,45503500.23%+350
3M Co(MMM)02,192+2,19202400.16%+240
Vanguard Total International S7,1057,160+553804150.28%+35
iShares MSCI EAFE ETF03,960+3,96002980.20%+298
Public Storage(PSA)636661+251682020.14%+34
SPDR S&P MidCap 400 ETF Trust(MDY)0660+66003350.22%+335
Eaton Corp PLC(ETN)750801+511601930.13%+33
Illinois Tool Works Inc(ITW)01,015+1,01502660.18%+266
Vanguard FTSE All-World ex-US07,471+7,47104190.28%+419
Coca-Cola Co/The(KO)08,368+8,36804930.33%+493
Quest Diagnostics Inc(DGX)01,900+1,90002620.18%+262
WK Kellogg Co02,309+2,3090300.02%+30
Envestnet Inc07,100+7,10003520.24%+352
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