Fund HoldingsMAGNOLIA CAPITAL ADVISORS LLC

Total Portfolio Value
$178.64M
Total Bought
$178.64M
Total Sold
$119.57M
Net Transaction
+$59.07M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
VANGUARD INDEX FDS025,833+25,83309,6625.41%+9,662
ISHARES TR
MSCI USA QLT FCT
048,790+48,79008,3314.66%+8,331
VANGUARD INDEX FDS050,495+50,49508,1004.53%+8,100
SCHWAB STRATEGIC TR0102,768+102,76807,9914.47%+7,991
AMERICAN CENTY ETF TR086,097+86,09707,7654.35%+7,765
VANGUARD INDEX FDS035,463+35,46307,7324.33%+7,732
DIMENSIONAL ETF TRUST
WORLD EX US CORE
0275,125+275,12506,9943.91%+6,994
AMERICAN CENTY ETF TR094,906+94,90605,9093.31%+5,909
SCHWAB STRATEGIC TR0236,286+236,28605,5693.12%+5,569
MICROSOFT CORP(MSFT)07,463+7,46303,3351.87%+3,335
VANGUARD BD INDEX FDS045,766+45,76603,2971.85%+3,297
BLACKSTONE SECD LENDING FD(BXSL)0102,287+102,28703,1321.75%+3,132
BITWISE BITCOIN ETF TR(BITB)087,633+87,63302,8651.60%+2,865
JPMORGAN CHASE & CO(JPM)013,062+13,06202,6421.48%+2,642
VANGUARD INDEX FDS09,838+9,83802,6321.47%+2,632
HOME DEPOT INC(HD)06,978+6,97802,4021.34%+2,402
SCHWAB STRATEGIC TR051,815+51,81502,3621.32%+2,362
FIDELITY MERRIMACK STR TR051,849+51,84902,3301.30%+2,330
ISHARES TR04,039+4,03902,2101.24%+2,210
ARES CAPITAL CORP(ARCC)097,027+97,02702,0221.13%+2,022
BROADCOM INC(AVGO)01,245+1,24501,9991.12%+1,999
DIMENSIONAL ETF TRUST
US CORE EQT MKT
053,269+53,26901,9971.12%+1,997
APPLE INC(AAPL)09,095+9,09501,9161.07%+1,916
WALMART INC(WMT)027,176+27,17601,8401.03%+1,840
PIMCO ETF TR
PREFERRED AND CP
035,955+35,95501,7851.00%+1,785
ISHARES TR016,674+16,67401,7781.00%+1,778
AMERICAN CENTY ETF TR043,479+43,47901,7730.99%+1,773
ISHARES GOLD TR(IAU)038,339+38,33901,6840.94%+1,684
EATON CORP PLC(ETN)05,347+5,34701,6770.94%+1,677
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
057,093+57,09301,6510.92%+1,651
FIRST TR EXCHANGE-TRADED FD
NO AMER ENERGY
053,873+53,87301,6410.92%+1,641
MARATHON PETE CORP(MPC)09,405+9,40501,6320.91%+1,632
ISHARES TR013,074+13,07401,5530.87%+1,553
ISHARES INC014,174+14,17401,4830.83%+1,483
BLUE OWL CAPITAL CORPORATION(OBDC)096,368+96,36801,4800.83%+1,480
MERCK CO INC(MRK)011,933+11,93301,4770.83%+1,477
MOTOROLA SOLUTIONS INC(MSI)03,820+3,82001,4750.83%+1,475
CHUBB LIMITED
COM
05,412+5,41201,3810.77%+1,381
VERIZON COMMUNICATIONS INC(VZ)030,404+30,40401,2540.70%+1,254
CME GROUP INC(CME)06,345+6,34501,2480.70%+1,248
BEST BUY INC(BBY)014,395+14,39501,2130.68%+1,213
ISHARES TR
MSCI USA MIN ETF
014,080+14,08001,1820.66%+1,182
DARDEN RESTAURANTS INC(DRI)07,774+7,77401,1760.66%+1,176
CISCO SYS INC(CSCO)024,627+24,62701,1700.65%+1,170
UNION PAC CORP(UNP)05,057+5,05701,1440.64%+1,144
JOHNSON JOHNSON(JNJ)07,782+7,78201,1370.64%+1,137
AIR PRODS CHEMS INC04,394+4,39401,1340.63%+1,134
DEVON ENERGY CORP NEW(DVN)023,634+23,63401,1200.63%+1,120
JOHNSON CTLS INTL PLC
SHS
016,512+16,51201,0980.61%+1,098
COMCAST CORP NEW(CCZ)027,910+27,91001,0930.61%+1,093
ISHARES TR
MSCI USA MMENTM
05,159+5,15901,0050.56%+1,005
ISHARES TR07,747+7,74709880.55%+988
MEDTRONIC PLC(MDT)012,203+12,20309600.54%+960
AMAZON COM INC(AMZN)04,900+4,90009470.53%+947
VISA INC(V)03,604+3,60409460.53%+946
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
029,177+29,17709410.53%+941
PIMCO ETF TR
ENHAN SHRT MA AC
09,267+9,26709330.52%+933
ISHARES TR010,567+10,56709310.52%+931
META PLATFORMS INC(META)01,821+1,82109180.51%+918
ISHARES TR015,287+15,28708950.50%+895
TJX COS INC NEW(TJX)07,906+7,90608700.49%+870
ISHARES TR
MSCI USA VALUE
08,358+8,35808650.48%+865
ALPHABET INC(GOOG)04,747+4,74708650.48%+865
ISHARES TR
U S EQUITY FACTR
015,439+15,43908600.48%+860
UNITEDHEALTH GROUP INC(UNH)01,683+1,68308570.48%+857
ISHARES TR
CORE MSCI EAFE
011,762+11,76208540.48%+854
TRANE TECHNOLOGIES PLC(TT)02,403+2,40307900.44%+790
ISHARES INC
CORE MSCI EMKT
014,412+14,41207710.43%+771
NXP SEMICONDUCTORS N V
COM
02,859+2,85907690.43%+769
FISERV INC(FISV)04,679+4,67906970.39%+697
INTERCONTINENTAL EXCHANGE IN(ICE)05,087+5,08706960.39%+696
ADVANCED MICRO DEVICES INC(AMD)04,125+4,12506690.37%+669
S&P GLOBAL INC(SPGI)01,489+1,48906640.37%+664
ALLSTATE CORP(ALL)04,021+4,02106420.36%+642
DIAMONDBACK ENERGY INC(FANG)03,169+3,16906340.36%+634
ISHARES TR
INTL EQTY FACTOR
021,139+21,13906180.35%+618
SALESFORCE INC(CRM)02,393+2,39306150.34%+615
EDWARDS LIFESCIENCES CORP06,585+6,58506080.34%+608
L3HARRIS TECHNOLOGIES INC(LHX)02,496+2,49605610.31%+561
STERIS PLC(STE)02,480+2,48005450.30%+545
IQVIA HLDGS INC(IQV)02,541+2,54105370.30%+537
DEXCOM INC(DXCM)04,675+4,67505300.30%+530
HALLIBURTON CO(HAL)015,314+15,31405170.29%+517
DIMENSIONAL ETF TRUST
US TARGETED VLU
09,908+9,90805140.29%+514
RANGER ENERGY SVCS INC048,223+48,22305070.28%+507
SELECT SECTOR SPDR TR
ST STR ENERG ETF
05,081+5,08104630.26%+463
ISHARES TR
MSCI EAFE MIN VL
06,641+6,64104610.26%+461
MONROE CAP CORP059,448+59,44804520.25%+452
LAUDER ESTEE COS INC(EL)04,045+4,04504300.24%+430
DIMENSIONAL ETF TRUST
INTL CORE EQUITY
016,370+16,37004300.24%+430
NEXTERA ENERGY INC(NEE)05,846+5,84604140.23%+414
PUBLIC SVC ENTERPRISE GRP IN(PEG)05,506+5,50604060.23%+406
ISHARES TR
CORE HIGH DV ETF
03,476+3,47603780.21%+378
GLOBAL X FDS
GLOBAL X COPPER
08,263+8,26303730.21%+373
SELECT SECTOR SPDR TR
ST STR TECHN ETF
01,645+1,64503720.21%+372
VANECK ETF TRUST
MRNGSTR WDE MOAT
04,195+4,19503630.20%+363
SPDR SER TR
ST STR BLO 1 ETF
03,939+3,93903620.20%+362
PROCTER AND GAMBLE CO(PG)02,013+2,01303320.19%+332
SELECT SECTOR SPDR TR
ST STR CARE ETF
02,113+2,11303080.17%+308
FIRST HORIZON CORPORATION(FHN)019,501+19,50103080.17%+308
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