Fund HoldingsGleason Group, Inc.

Total Portfolio Value
$380.61M
Total Bought
$9.94M
Total Sold
$5.01M
Net Transaction
+$4.93M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
VANGUARD TOTAL STOCK MARKET ETF206,249220,652+14,40345,43346,86912.31%+1,436
SCHWAB U.S. LARGE-CAP ETF362,165399,766+37,60118,96720,2285.31%+1,262
SCHWAB SHORT-TERM U.S. TREASURY ETF07,840+7,84003750.10%+375
SCHWAB STRATEGIC TR MUN BD ETF07,458+7,45803700.10%+370
VANGUARD TOTAL INTERNATIONAL STOCK ETF484,031513,455+29,42427,14427,4807.22%+336
WILLIAMS SONOMA INCORPORATED(WSM)8,8348,889+551,1051,3810.36%+276
SCHWAB U.S. MID-CAP ETF44,88950,388+5,4993,1883,4100.90%+222
ELI LILLY & COMPANY(LLY)2,2782,283+51,0691,2260.32%+158
CHEVRON CORPORATION NEW(CVX)12,08412,193+1091,9012,0560.54%+155
SCHWAB U.S. SMALL-CAP ETF44,76850,641+5,8731,9612,0980.55%+137
EXXON MOBIL CORPORATION16,99616,297-6991,8231,9160.50%+93
CATERPILLAR INCORPORATED(CAT)3,6043,445-1598879400.25%+54
CISCO SYSTEMS INCORPORATED(CSCO)21,81721,975+1581,1291,1810.31%+53
SCHWAB U.S. BROAD MARKET ETF23,42125,180+1,7591,2111,2550.33%+44
COSTCO WHOLESALE CORPORATION NEW(COST)1,4901,493+38028430.22%+41
YETI HLDGS INCORPORATED(YETI)2,6632,66301031280.03%+25
HF SINCLAIR CORPORATION(DINO)0413+4130240.01%+24
PHILLIPS 66(PSX)0723+7230870.02%+87
CONOCOPHILLIPS(COP)1,0261,036+101061240.03%+18
AMGEN INCORPORATED(AMGN)339342+375920.02%+17
MARATHON PETE CORPORATION(MPC)0191+1910290.01%+29
ALPHABET INCORPORATED CAP STK CLASS A(GOOG)2,0802,000-802492620.07%+13
HUMANA INCORPORATED(HUM)302303+11351470.04%+12
GSK PLC SPONSORED ADR(GSK)12,09412,217+1234314430.12%+12
ENERGY TRANSFER L P COM UT LTD PTN(ET)0740+7400100.00%+10
TC ENERGY CORPORATION(TRP)0276+276090.00%+9
ORION GROUP HLDGS INCORPORATED03,382+3,3820180.00%+18
SPDR ENERGY SELECT SECTOR FUND
ST STR ENERG ETF
0813+8130740.02%+74
EATON CORPORATION PLC SHS(ETN)591593+21191270.03%+8
OMEGA HEALTHCARE INVS INCORPORATED REIT(OHI)02,030+2,0300670.02%+67
REGENERON PHARMACEUTICALS(REGN)055+550450.01%+45
META PLATFORMS INCORPORATED CLASS A(META)38038001091140.03%+5
RIVIAN AUTOMOTIVE INCORPORATED COM CLASS A(RIVN)0600+6000150.00%+15
UNITEDHEALTH GROUP INCORPORATED(UNH)156157+175790.02%+4
TEXTRON INCORPORATED(TXT)0376+3760290.01%+29
EMERSON ELEC COMPANY(EMR)0546+5460530.01%+53
VANGUARD ENERGY ETF
ENERGY ETF
0202+2020260.01%+26
ALPHABET INCORPORATED CAP STK CLASS C(GOOG)1,2351,155-801491520.04%+3
ENTERPRISE PRODUCTS PARTNERS L P(EPD)01,882+1,8820520.01%+52
FEDEX CORPORATION(FDX)0107+1070280.01%+28
MIMEDX GROUP INCORPORATED02,712+2,7120200.01%+20
ABBVIE INCORPORATED(ABBV)0115+1150170.00%+17
INTERNATIONAL BUSINESS MACHINES(IBM)0208+2080290.01%+29
GENERAL DYNAMICS CORPORATION(GD)0178+1780390.01%+39
COMCAST CORPORATION NEW CLASS A(CCZ)0383+3830170.00%+17
PROGRESSIVE CORPORATION(PGR)0150+1500210.01%+21
GAP INCORPORATED(GAP)088+88010.00%+1
TOTALENERGIES SE SPONSORED ADS(TTE)0106+106070.00%+7
AGILON HEALTH INCORPORATED(AGL)02,150+2,1500380.01%+38
ALLSTATE CORPORATION(ALL)0179+1790200.01%+20
TJX COMPANIES INCORPORATED NEW(TJX)0114+1140100.00%+10
NAVIGATOR HLDGS LIMITED SHS(NVGS)0201+201030.00%+3
NVIDIA CORPORATION(NVDA)028+280120.00%+12
UNION PAC CORPORATION(UNP)929935+61901900.05%0
MASTERBRAND INCORPORATED COMMON STOCK(MBC)0450+450050.00%+5
US BANCORP DEL COM NEW(USB)0484+4840160.00%+16
MARSH & MCLENNAN COMPANIES INCORPORATED(MRSH)075+750140.00%+14
UNITED RENTALS INCORPORATED(URI)252253+11121120.03%0
KBS REAL ESTAT INVT TR III INCORPORATED REIT01,635+1,6350150.00%+15
ALIBABA GROUP HLDG LIMITED SPONSORED ADS(BABA)05+5000.00%0
CANOPY GROWTH CORPORATION031+31000.00%0
INVO BIOSCIENCE INCORPORATED COM NEW03+3000.00%0
INDUSTRIAL NANOTECH INCORPORATED030,636+30,636000.00%0
SWINGPLANE VENTURES INCORPORATED COM NEW0875+875000
VIATRIS INCORPORATED(VTRS)050+50000.00%0
ASENSUS SURGICAL INCORPORATED020+20000.00%0
INVO BIOSCIENCE INCORPORATED000000
COUPANG INCORPORATED CLASS A(CPNG)036+36010.00%+1
APOGEE ENTERPRISES INCORPORATED0105+105050.00%+5
ADIDAS AG ADR02+2000.00%0
ISHARES TR EAFE SML CP ETF08+8000.00%0
SPIRIT AIRLS INCORPORATED052+52010.00%+1
CEDAR FAIR L P DEPOSITRY UNIT011+11000.00%0
SIX FLAGS ENTERTAINMENT CORPORATION NEW012+12000.00%0
ISHARES TR EAFE GRWTH ETF05+5000.00%0
ARK ETF TRUST INNOVATION ETF
INNOVATION ETF
015+15010.00%+1
KRISPY KREME INCORPORATED031+31000.00%0
ROBLOX CORPORATION CLASS A(RBLX)06+6000.00%0
SWEETGREEN INCORPORATED COM CLASS A075+75010.00%+1
ISHARES TR CORE S&P SCP ETF018+18020.00%+2
INVESCO S&P 500 PURE GROWTH ETF
S&P500 PUR GWT
0566+5660170.00%+17
ISHARES TR MSCI EMG MKT ETF033+33010.00%+1
DELTA AIR LINES INCORPORATED DEL COM NEW(DAL)017+17010.00%+1
ELEVANCE HEALTH INCORPORATED(ELV)031+310130.00%+13
VANGUARD SMALL-CAP VALUE ETF050+50080.00%+8
TWILIO INCORPORATED CLASS A(TWLO)050+50030.00%+3
ISHARES INCORPORATED CORE MSCI EMKT
CORE MSCI EMKT
06+6000.00%0
VANGUARD S&P SMALL-CAP 600 ETF061+61050.00%+5
SCHWAB CHARLES CORPORATION(SCHW)0189+1890100.00%+10
WELLS FARGO COMPANY NEW(WFC)0223+223090.00%+9
ISHARES TR MRGSTR SM CP GR0125+125050.00%+5
PELOTON INTERACTIVE INCORPORATED CLASS A COM(PTON)0135+135010.00%+1
SOUTHWEST AIRLS COMPANY(LUV)042+42010.00%+1
ISHARES TR S&P MC 400GR ETF0151+1510110.00%+11
VICI PPTYS INCORPORATED REIT(VICI)0220+220060.00%+6
WARNER BROS DISCOVERY INCORPORATED COM SER A(WBD)0296+296030.00%+3
EXPEDITORS INTERNATIONAL WASH INCORPORATED(EXPD)081+81090.00%+9
ROYAL GOLD INCORPORATED(RGLD)068+68070.00%+7
PHILIP MORRIS INTERNATIONAL INCORPORATED(PM)0154+1540140.00%+14
DIMENSIONAL ETF TRUST US MARKETWIDE VALUE ETF
US MKTWIDE VALUE
01,227+1,2270420.01%+42
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