Fund HoldingsMarotta Asset Management

Total Portfolio Value
$600.93M
Total Bought
$46.66M
Total Sold
$20.31M
Net Transaction
+$26.35M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
VANGUARD INFO TECHNOLOGY ETF
INF TECH ETF
0297,077+297,077034,8235.79%+34,823
COLUMBIA EMRG MKTS CORE EX-CHINA ETF
EM CORE EX ETF
872,063818,670-53,39335,92041,8676.97%+5,947
FIDELITY MSCI INFORMATION TECHNOLOGY ETF68,18972,185+3,99614,36820,2103.36%+5,842
SPDR USA STRATEGIC FACTORS
ST STR MSCI USAQ
66,80384,965+18,16211,50715,9152.65%+4,408
FIDELITY MSCI HEALTH ETF167,439204,237+36,79811,87315,8692.64%+3,996
VANGUARD SMALL CAP VALUE ETF147,767147,806+3932,23435,8785.97%+3,645
VANGUARD MID CAP VALUE ETF217,452216,004-1,44840,15342,8237.13%+2,670
VANGUARD EMRG MKTS EX-CHINA ETF16,03141,864+25,8331,3163,9700.66%+2,654
VANGUARD FTSE EMERGING MARKET ETF328,894337,606+8,71217,82919,9933.33%+2,164
SPDR S&P BIOTECH ETF
ST STR SP BIOT
66,10866,810+7028,49810,4591.74%+1,961
ISHARES MSCI IRELAND CAPPED ETF
MSCI IRELAND ETF
162,963165,476+2,51311,30012,9882.16%+1,688
FIDELITY MSCI CONSUMER STAPLES ETF195,107220,729+25,62210,16511,6061.93%+1,441
ISHARES MSCI NETHERLANDS167,491164,597-2,8949,81011,2421.87%+1,432
VANGUARD EMERGING MARKET GOVT BOND ETF246,454263,086+16,63216,16717,5932.93%+1,425
VANGUARD TOTAL INTERNATIONAL BOND ETF
TOTAL INT BD ETF
613,248637,117+23,86929,44230,7545.12%+1,312
ISHARES MSCI AUSTRIA272,075264,424-7,6519,80311,0451.84%+1,242
ISHARES MSCI NEW ZEALAND177,839195,937+18,0987,5668,7631.46%+1,197
FIDELITY MSCI REAL ESTATE ETF252,566271,595+19,0296,8197,9961.33%+1,176
FRANKLIN FTSE TAIWAN ETF
FTSE TAIWAN
46,17642,243-3,9333,1764,3110.72%+1,135
FRANKLIN FTSE SWITZERLAND ETF
FRANKLN SWZLND
0257,586+257,586011,1261.85%+11,126
ISHARES 0-5 YEAR TIPS BOND ETF
0-5 YR TIPS ETF
5,53314,309+8,7765711,4470.24%+877
ISHARES GLOBAL TECHNOLOGY23,16222,755-4072,3553,1830.53%+829
VANGUARD SHORT GOVT BOND IDX ETF
SHORT TERM TREAS
109,376123,804+14,4286,3817,1831.20%+802
ISHARES MSCI DENMARK ETF
MSCI DENMARK ETF
106,133107,548+1,41511,19711,9721.99%+775
FRANKLIN FTSE SOUTH KOREA ETF
FTSE SOUTH KOREA
80,19565,769-14,4263,2744,0190.67%+745
VANGUARD GLOBAL EX-US REAL ESTATE ETF103,212117,463+14,2514,6395,2650.88%+625
VANGUARD HEALTH CARE ETF
HEALTH CAR ETF
050,601+50,601015,2232.53%+15,223
SCHWAB US TIPS ETF507,609534,371+26,76213,48214,0222.33%+540
ISHARES MSCI SWEDEN204,189213,076+8,88710,11810,5811.76%+464
FRANKLIN FTSE GERMANY ETF
FTSE GERMANY
227,190238,131+10,9417,2167,6491.27%+433
VANGUARD TOTAL STOCK MARKET ETF9,4619,282-1793,0583,4280.57%+369
VANGUARD SHORT INFLATION-PROTECTED ETF656,176667,167+10,99132,72433,0385.50%+315
VANGUARD TOTAL BOND MARKET ETF36,61640,993+4,3772,6882,9950.50%+307
WESTERN DIGITAL CORP(WDC)1,0001,00002985980.10%+301
AMAZON COM INC(AMZN)8,7188,808+901,8362,1290.35%+293
APPLE COMPUTER INC(AAPL)6,2636,368+1051,6011,8750.31%+274
VANGUARD DEVELOPED MARKETS IDX ETF03,031+3,03102130.04%+213
WELLS FARGO CO(WFC)35,13135,13102,8313,0190.50%+189
NOVO NORDISK A/S ADR(NVO)14,27813,532-7465216600.11%+139
SCHWAB US LARGE CAP GROWTH ETF34,02633,230-7961,0011,1330.19%+133
CISCO SYSTEMS INC(CSCO)3,4573,424-332694010.07%+131
CATERPILLER INC(CAT)49149103594870.08%+128
ALPHABET INC CLASS C(GOOG)1,6811,738+574966220.10%+126
META PLATFORMS INC(META)2,5352,556+211,4681,5670.26%+98
SPDR S&P 500 ETF(SPY)1,1041,100-47238200.14%+97
GE VERNOVA INC(GEV)39639603544490.07%+95
ALPHABET INC CLASS A(GOOG)2,0231,908-1156026890.11%+88
UNITEDHEALTH GROUP INC(UNH)1,003846-1572753610.06%+86
MICROSOFT(MSFT)3,9834,030+471,4711,5490.26%+78
GENERAL DYNAMICS CORP(GD)8,7018,581-1203,0503,1140.52%+64
JP MORGAN CHASE & CO(JPM)1,3901,406+164114700.08%+59
INTL BUSINESS MACHINES(IBM)1,5791,547-323844430.07%+59
VANGUARD REAL ESTATE ETF47,17243,927-3,2454,1994,2530.71%+54
ISHARES NASDAQ BIOTECHNOLOGY2,6492,64904515040.08%+53
DIMENSIONAL US CORE EQUITY 2 ETF
US COR EQU 2 ETF
10,20210,192-103994510.08%+52
BANK OF AMERICA CORP4,8984,950+522412890.05%+48
BROADCOM INC(AVGO)729745+162292750.05%+47
DEERE & CO(DE)80080004575020.08%+46
ABBVIE INC(ABBV)1,0411,060+192242660.04%+42
UNION PACIFIC CORP(UNP)1,0041,00402442790.05%+35
COCA COLA CO(KO)5,8845,934+504484820.08%+35
NORFOLK SOUTHERN CORP(NSC)97597502803110.05%+31
BERKSHIRE HATHAWAY CL B734753+193513760.06%+25
CURTISS WRIGHT CORP(CW)35035002442650.04%+21
DOMINION RES INC VA NEW(D)3,2973,288-92052230.04%+18
ISHARES S&P GLOBAL HEALTHCARE19,64918,891-7581,8571,8640.31%+6
NATL BANKSHARES INC6,4226,42202332390.04%+6
DISNEY WALT COMPANY DEL(DIS)3,0293,093+642922960.05%+4
N V R INC(NVR)575703803790.06%-1
VF CORPORATION(VFC)14,84814,84802512500.04%-1
GENMAB A/S(GMAB)11,72011,427-2933193160.05%-3
JOHNSON & JOHNSON(JNJ)1,1431,085-582792760.05%-3
FRANKLIN FTSE AUSTRALIA ETF
FTSE AUSTRALIA
27,29127,29109099060.15%-4
FIDELITY MSCI UTILITIES INDEX ETF4,1434,14302462390.04%-7
HALEON PLC(HLN)11,63011,291-3391161060.02%-10
BAUSCH HEALTH COS INC12,58412,372-21270590.01%-11
WAL-MART STORES INC(WMT)2,1522,316+1642682520.04%-16
DUKE ENERGY CORP(DUK)3,4613,465+44534360.07%-17
COEUR D ALENE MINES CORP(CDE)10,00010,00001911650.03%-26
NOVARTIS A G SPON ADR(NVS)6,4916,351-1401,0079790.16%-28
SMITH & NEPHEW ADR NEW(SNN)9,4249,230-1943022650.04%-37
SCHWAB EMERGING MARKET EQUITY ETF141,505128,832-12,6734,6754,6370.77%-39
MCKESSON HBOC INC(MCK)39839803473060.05%-42
VANGUARD VALUE ETF13,47511,947-1,5282,6502,5970.43%-53
CHEVRONTEXACO CORP(CVX)1,7501,75003452900.05%-56
SCHWAB US AGGREGATE BOND ETF269,547268,141-1,4066,2436,1781.03%-65
SCHWAB US LARGE CAP VALUE ETF9,2206,302-2,9182822170.04%-65
FRANKLIN FTSE MEXICO ETF
FTSE MEXICO
49,29248,267-1,0251,8381,7700.29%-68
LOCKHEED MARTIN CORP(LMT)75075004633910.07%-72
ISHARES MSCI SWITZERLAND10,4908,605-1,8856245380.09%-86
EXXON MOBIL CORPORATION3,5873,504-835774780.08%-99
ACCENTURE PLC CL A
SHS CLASS A
1,5551,548-73062030.03%-103
ALCON INC(ALC)7,6556,998-6575784680.08%-110
SPDR S&P 600 SMALL CAP VALUE ETF
ST STR SP600SM C
029,850+29,85003,2490.54%+3,249
ISHARES MSCI FINLAND ETF
MSCI FINLAND ETF
227,833213,811-14,02211,34911,2211.87%-128
SPDR S&P 400 MID CAP VALUE ETF
ST STR SP400VAL
46,41440,669-5,7453,9723,8360.64%-135
VANGUARD S&P 500 ETF09,388+9,38806,4351.07%+6,435
SCHWAB SHORT TERM US TREASURY0558,418+558,418013,4302.23%+13,430
FIRST MAJESTIC SILVER(AG)49,08749,08701,0888360.14%-252
TRUIST FINANCIAL CORP(TFC)35,42127,318-8,1031,6551,3900.23%-264
Page 1 of 1