Fund Holdings — Weitzel Financial Services, Inc.

Total Portfolio Value
$197.95M
Total Bought
$13.73M
Total Sold
$10.13M
Net Transaction
+$3.60M
Filing Period:
Securities
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SharesValue ($K)
Q4 2023
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Q1 2024
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Change
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Q4 2023
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Q1 2024
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Weight (%)
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Change
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SPDR PORTFOLIO S P 1500 CMPST ST ETF
ST STR PR SP1500
684,854684,366-48839,81743,75422.10%+3,937
SPDR AGGREGATE BOND ETF
ST STR AGGRE ETF
400,479502,183+101,70410,22412,5686.35%+2,343
VANGUARD CONSUMER STAPLES ETF
CONSUM STP ETF
23,12632,557+9,4314,4696,6003.33%+2,131
SCHWAB US DIVIDEND EQUITY ETF162,636180,995+18,35912,51614,4987.32%+1,982
INVSC QQQ TRUST SRS 1 ETF IV6,4678,951+2,4842,6063,9712.01%+1,365
VANGUARD FTSE DEVELOPED MARKETS ETF545,301546,990+1,68925,93227,28113.78%+1,349
FT RISING DIVIDEND ACHIEVERS ETF IV
RISNG DIVD ACHIV
144,423148,562+4,1397,4948,3094.20%+815
ISHRS CORE MOD ALLO246,421254,336+7,91510,17510,8175.46%+642
ISHARES NATIONAL MUNI BOND ETF77,57583,512+5,9378,4018,9414.52%+540
VANGUARD TOTAL STOCK MARKET ETF19,69119,992+3014,6475,1752.61%+528
VANGUARD TOTAL INTERNATLBND ETF IV
TOTAL INT BD ETF
267,539279,591+12,05213,15413,6626.90%+508
FLEXSTEEL INDUSTRIES(FLXS)07,065+7,06502640.13%+264
VANGUARD VALUE ETF15,79716,133+3362,3802,6161.32%+236
EATON CORP PLC F(ETN)0748+74802340.12%+234
ISHRS CORE AGR ALLO02,864+2,86402090.11%+209
SPDR S&P 500 ETF(SPY)0398+39802080.10%+208
ISHARES MSCI EMERGING MARKETS ETF
MSCI EMRG CHN
44,62845,407+7792,4532,6041.32%+151
FIRST TRUST MANAGED MUNICIPAL ETF IV
MANAGD MUN ETF
46,35948,742+2,3832,3922,4971.26%+106
SPDR S&P 500 VALUE ETF
ST STR P500VAL
33,83833,482-3561,5901,6670.84%+77
ISHRS CORE GRW ALLO6,0206,972+9523183860.20%+68
DEERE & CO(DE)9,2419,253+123,7243,7591.90%+35
VANGUARD SMALL CAP ETF IV1,6721,67203563790.19%+23
VANGUARD HIGH DIVIDEND YIELD ETF3,3823,317-653813990.20%+18
VANGUARD MID CAP ETF1,1191,11902602780.14%+18
U S BANCORP(USB)55,01655,01602,4182,4241.22%+7
SPROTT PHYSICAL SILVER E(PSLV)10,95510,955088920.05%+3
FIRST TRUST VALUE DIVIDEND INDEX ETF
SHS
7,0596,954-1052882910.15%+3
VANGUARD TOTAL BOND MARKET ETF6,3386,468+1304644650.23%+1
HEMP INC400,000400,0000000.00%0
SPDR PORTFOLIO DVLPD WRLD EX-US ETF
ST STR PO EX ETF
65,67562,172-3,5032,2172,2141.12%-4
ALLIANT ENERGY CORP(LNT)6,9547,016+623593490.18%-10
VANGUARD DIVIDEND APPRECIATION ETF1,2921,116-1762202030.10%-17
SPDR NUVEEN BLMG HG YL MP BND ETF
ST NUVE HIGH ETF
21,06319,522-1,5415294980.25%-31
MICROSOFT CORP(MSFT)810497-3132992110.11%-89
TESLA INC(TSLA)1,2301,23003052110.11%-94
APPLE INC(AAPL)1,9901,458-5323702480.13%-123
FIRST TRUST CAPITAL STRENGTH ETF2,7550-2,7552210—-221
VANGUARD GROWTH ETF9110-9112780—-278
SCHWAB SHORT TERM US TREASURY ETF20,69414,949-5,7451,0017170.36%-284
FRST TRT LOW DTN OPNTS ETF IV
FST LOW OPPT EFT
264,006256,075-7,93112,73812,3026.21%-436
VANGUARD SMALL CAP VALUEETF8,6054,495-4,1101,5538550.43%-698
FIRST TRUST ENHANCED SHORT MTRTY ETF
FIRST TR ENH NEW
50,81128,007-22,8043,0321,6700.84%-1,362
ISHARES FLOATING RATE BOND ETF
FLTG RATE NT ETF
131,89181,249-50,6426,6794,1292.09%-2,550
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Weitzel Financial Services, Inc. — 13F Holdings — Q1 2024 | TickerTrail