Fund HoldingsRound Rock Advisors, LLC

Total Portfolio Value
$417.41M
Total Bought
$37.02M
Total Sold
$36.43M
Net Transaction
+$594.8K
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
ABBVIE INC(ABBV)019,978+19,97803,6380.87%+3,638
VANECK ETF TRUST
SEMICONDUCTR ETF
85,01781,485-3,53214,86718,3334.39%+3,466
INTERCONTINENTAL EXCHANGE IN(ICE)020,273+20,27302,7860.67%+2,786
VANGUARD WHITEHALL FDS258,910260,366+1,45628,90231,5027.55%+2,600
CHUBB LIMITED
COM
08,895+8,89502,3050.55%+2,305
INVESCO QQQ TR70,69769,907-79028,95231,0397.44%+2,087
COMCAST CORP NEW(CCZ)045,793+45,79301,9850.48%+1,985
BERKSHIRE HATHAWAY INC DEL2020010,85312,6893.04%+1,836
ISHARES TR
IBONDS 27 ETF
17,31894,067+76,7494142,2390.54%+1,824
AMAZON COM INC(AMZN)31,08636,274+5,1884,7236,5411.57%+1,817
ISHARES TR
IBONDS DEC2026
104,832171,627+66,7952,5054,0930.98%+1,588
SELECT SECTOR SPDR TR
ST STR INDL ETF
93,31894,221+90310,63711,8682.84%+1,231
SELECT SECTOR SPDR TR
ST STR CARE ETF
67,49070,296+2,8069,20410,3852.49%+1,181
VANGUARD INDEX FDS90,77588,700-2,07521,11822,1635.31%+1,045
ISHARES TR123,370164,856+41,4863,0554,0900.98%+1,035
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
58,65759,936+1,2799,25610,1512.43%+895
AMERIPRISE FINL INC(AMP)02,035+2,03508920.21%+892
ISHARES TR191,129194,521+3,39220,69021,4995.15%+809
DELL TECHNOLOGIES INC(DELL)06,670+6,67007610.18%+761
SNOWFLAKE INC(SNOW)04,523+4,52307310.18%+731
ISHARES TR80,71582,592+1,8779,46110,1742.44%+712
NVIDIA CORPORATION(NVDA)01,347+1,34701,2170.29%+1,217
3M CO05,004+5,00405310.13%+531
GENERAL ELECTRIC CO02,841+2,84104990.12%+499
MICRON TECHNOLOGY INC(MU)12,72812,72801,0861,5010.36%+414
SPDR S&P 500 ETF TR(SPY)9,9429,814-1284,7255,1341.23%+408
INTERNATIONAL BUSINESS MACHS(IBM)13,20113,325+1242,1592,5450.61%+385
PENTAIR PLC(PNR)04,300+4,30003670.09%+367
RTX CORPORATION(RTX)012,464+12,46401,2160.29%+1,216
ITT INC(ITT)20,18320,18302,4082,7450.66%+337
ISHARES TR30,92231,460+5382,3222,6570.64%+334
ISHARES TR
CORE DIV GRWTH
05,719+5,71903320.08%+332
DUPONT DE NEMOURS INC(DD)04,156+4,15603190.08%+319
ISHARES TR5,3345,727+3931,6171,9300.46%+313
META PLATFORMS INC(META)01,409+1,40906840.16%+684
ALPHABET INC(GOOG)10,74511,921+1,1761,5011,7990.43%+298
ELI LILLY & CO(LLY)0369+36902870.07%+287
EXXON MOBIL CORP016,916+16,91601,9660.47%+1,966
VANGUARD INDEX FDS0577+57702770.07%+277
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
122,512127,312+4,8006,1546,4231.54%+269
SALESFORCE INC(CRM)0837+83702520.06%+252
SELECT SECTOR SPDR TR
ST STR FINL ETF
05,621+5,62102370.06%+237
CARRIER GLOBAL CORPORATION(CARR)04,013+4,01302330.06%+233
MICROSOFT CORP(MSFT)39,54535,884-3,66114,87015,0973.62%+227
ADVANCED MICRO DEVICES INC(AMD)01,239+1,23902240.05%+224
BROOKFIELD ASSET MANAGMT LTD(BAM)05,153+5,15302170.05%+217
VANGUARD WORLD FD
INF TECH ETF
4,1434,234+912,0052,2200.53%+215
WILLIS TOWERS WATSON PLC LTD(WTW)0760+76002090.05%+209
BERKSHIRE HATHAWAY INC DEL3,0263,051+251,0791,2830.31%+204
ISHARES TR3,0903,194+1041,4761,6790.40%+203
ISHARES TR12,47520,442+7,9673115120.12%+201
MERCK & CO INC(MRK)010,299+10,29901,3590.33%+1,359
VANGUARD INDEX FDS7,2307,275+451,5771,7440.42%+167
DISNEY WALT CO(DIS)2,6103,222+6122363940.09%+159
AMPHENOL CORP NEW8,5188,51808449830.24%+138
NETFLIX INC(NFLX)1,1431,141-25576930.17%+136
PAYPAL HLDGS INC(PYPL)6,9008,360+1,4604245600.13%+136
NXP SEMICONDUCTORS N V
COM
7,4807,48001,7181,8530.44%+135
VANGUARD SPECIALIZED FUNDS12,26112,151-1102,0892,2190.53%+130
ENTERPRISE PRODS PARTNERS L(EPD)044,800+44,80001,3070.31%+1,307
ISHARES TR
MSCI USA MIN ETF
55,93553,721-2,2144,3654,4901.08%+125
VANGUARD ADMIRAL FDS INC8,3588,286-728219400.23%+119
SPDR DOW JONES INDL AVERAGE(DIA)3,1163,238+1221,1741,2880.31%+114
HOME DEPOT INC(HD)5,3335,097-2361,8481,9550.47%+107
VANGUARD INDEX FDS04,489+4,48901,1670.28%+1,167
AMERICAN EXPRESS CO(AXP)1,5341,679+1452873820.09%+95
BLACKSTONE INC(BX)03,712+3,71204880.12%+488
TRAVEL PLUS LEISURE CO(TNL)9,3609,36003664580.11%+92
ISHARES TR08,772+8,77209580.23%+958
ISHARES TR03,895+3,89507600.18%+760
VANGUARD INDEX FDS04,147+4,14701,0810.26%+1,081
AGNICO EAGLE MINES LTD(AEM)14,90014,90008178890.21%+72
SPDR SER TR
ST STR SP SEMI
04,987+4,98701,1570.28%+1,157
MARRIOTT INTL INC NEW(MAR)2,5492,54905756430.15%+68
XYLEM INC(XYL)04,504+4,50405820.14%+582
SPDR S&P MIDCAP 400 ETF TR(MDY)01,360+1,36007570.18%+757
VANGUARD INDEX FDS04,852+4,85201,1090.27%+1,109
ISHARES TR6,9156,895-207227870.19%+65
ORACLE CORP(ORCL)02,833+2,83303560.09%+356
ISHARES TR
CORE MSCI EAFE
09,964+9,96407400.18%+740
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
14,00413,213-7912,3602,4140.58%+54
GOLDMAN SACHS GROUP INC(GS)800860+603093590.09%+51
ARISTA NETWORKS INC3,0202,620-4007117600.18%+49
PEPSICO INC(PEP)09,596+9,59601,6790.40%+1,679
PROCTER AND GAMBLE CO(PG)03,564+3,56405780.14%+578
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
015,818+15,81808580.21%+858
ISHARES TR08,661+8,66105360.13%+536
BANK NEW YORK MELLON CORP06,690+6,69003850.09%+385
FIDELITY COMWLTH TR07,395+7,39504760.11%+476
THERMO FISHER SCIENTIFIC INC(TMO)0741+74104310.10%+431
COSTCO WHSL CORP NEW(COST)305325+202022380.06%+36
BROOKFIELD CORP(BN)20,47520,47508218570.21%+36
WALMART INC(WMT)04,659+4,65902800.07%+280
VANGUARD WORLD FD
HEALTH CAR ETF
1,6921,69204244580.11%+34
SPDR SER TR
ST STR SP DIV
5,1475,14706436760.16%+32
SCHWAB STRATEGIC TR06,596+6,59605320.13%+532
VERIZON COMMUNICATIONS INC(VZ)08,987+8,98703770.09%+377
DEVON ENERGY CORP NEW(DVN)6,2956,29502853160.08%+31
VANGUARD INDEX FDS5,3555,170-1859649920.24%+28
VOYA GLBL EQTY DIV & PREM OP
COM
076,634+76,63404060.10%+406
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