Fund HoldingsWillis Johnson & Associates, Inc.

Total Portfolio Value
$1.15B
Total Bought
$117.16M
Total Sold
$92.79M
Net Transaction
+$24.37M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
ISHARES TR79,236267,479+188,2438,76829,1342.53%+20,366
SPDR SER TR
ST PORT HIGH ETF
0768,561+768,561018,0301.57%+18,030
SPDR SER TR
ST STR P500VAL
3,645,9233,722,350+76,427170,009186,49016.20%+16,480
SPDR SER TR
ST STR P500GRW
2,340,3712,243,033-97,338152,265164,07814.26%+11,813
VANGUARD INTL EQUITY INDEX F1,243,2641,354,626+111,36280,16691,2217.93%+11,055
VANGUARD INTL EQUITY INDEX F1,732,8241,899,744+166,92071,21979,3526.90%+8,133
ISHARES TR602,021607,670+5,64947,69255,4504.82%+7,758
VANGUARD INTL EQUITY INDEX F480,419497,255+16,83634,60537,8063.29%+3,202
ISHARES TR407,738415,016+7,27846,49849,0924.27%+2,594
NVIDIA CORPORATION(NVDA)3,7014,778+1,0771,8334,3170.38%+2,484
ISHARES TR208,332227,236+18,90421,96423,7982.07%+1,834
EXXON MOBIL CORP082,915+82,91509,6380.84%+9,638
SHELL PLC(SHEL)202,802222,733+19,93113,34414,9321.30%+1,588
ISHARES TR0464,178+464,178042,8993.73%+42,899
BP PLC(BP)094,975+94,97503,5790.31%+3,579
ISHARES TR284,245299,942+15,69723,31924,5292.13%+1,210
VANECK ETF TRUST
INTRMDT MUNI ETF
412,568442,471+29,90319,40320,5791.79%+1,176
ISHARES TR31,11130,184-92714,86015,8681.38%+1,009
ISHARES TR
FLTG RATE NT ETF
0375,009+375,009019,1481.66%+19,148
ISHARES TR173,534177,731+4,19718,78519,6431.71%+858
ISHARES TR18,85719,333+4765,7176,5160.57%+799
J P MORGAN EXCHANGE TRADED F
BETA CDA ETF NEW
106,730114,053+7,3236,8447,6200.66%+776
MICROSOFT CORP(MSFT)7,7698,673+9042,9213,6490.32%+728
ISHARES TR0157,623+157,623018,2541.59%+18,254
VANECK ETF TRUST
LONG MUNI ETF
386,910427,684+40,7747,0617,7030.67%+641
SUPER MICRO COMPUTER INC(SMCI)720751+312057590.07%+554
ISHARES U S ETF TR
SHOR MAT MUN ETF
039,606+39,60601,9850.17%+1,985
COSTCO WHSL CORP NEW(COST)0625+62504580.04%+458
ISHARES TR141,734149,084+7,35013,66214,1121.23%+451
BANK AMERICA CORP14,50423,569+9,0654888940.08%+405
PROCTER AND GAMBLE CO(PG)023,573+23,57303,8250.33%+3,825
JPMORGAN CHASE & CO(JPM)1,3632,939+1,5762325890.05%+357
ISHARES TR69,12865,759-3,36911,42311,7781.02%+355
ISHARES TR12,11961,024+48,9053,3593,7070.32%+348
ISHARES TR141,666151,481+9,81514,00814,3331.25%+325
OCCIDENTAL PETE CORP(OXY)012,306+12,30608000.07%+800
ASML HOLDING N V
N Y REGISTRY SHS
0315+31503050.03%+305
BROADCOM INC(AVGO)0227+22703010.03%+301
CONSTELLATION ENERGY CORP(CEG)4,3364,345+95078030.07%+296
MERCK & CO INC(MRK)02,035+2,03502680.02%+268
ORACLE CORP(ORCL)02,045+2,04502570.02%+257
MARATHON PETE CORP(MPC)01,200+1,20002420.02%+242
INVESCO EXCHANGE TRADED FD T
S&P500 PUR VAL
02,694+2,69402380.02%+238
APPLIED MATLS INC01,145+1,14502360.02%+236
ISHARES TR221,357214,361-6,99611,70111,9331.04%+233
WP CAREY INC(WPC)04,055+4,05502290.02%+229
ENBRIDGE INC(ENB)06,252+6,25202260.02%+226
TAIWAN SEMICONDUCTOR MFG LTD(TSM)01,645+1,64502240.02%+224
ISHARES TR
MSCI USA MMENTM
01,190+1,19002230.02%+223
NOVO-NORDISK A S(NVO)01,681+1,68102160.02%+216
VERIZON COMMUNICATIONS INC(VZ)05,082+5,08202130.02%+213
ILLINOIS TOOL WKS INC(ITW)0772+77202070.02%+207
ISHARES TR02,462+2,46202070.02%+207
THERMO FISHER SCIENTIFIC INC(TMO)0354+35402060.02%+206
PTC INC(PTC)01,070+1,07002020.02%+202
MICROSTRATEGY INC(MSTR)0118+11802010.02%+201
LOWES COS INC(LOW)0785+78502000.02%+200
ISHARES TR155,427140,484-14,94311,67311,8621.03%+190
ADVANCED MICRO DEVICES INC(AMD)2,1922,840+6483235130.04%+190
ELI LILLY & CO(LLY)393531+1382294130.04%+184
VANGUARD INDEX FDS12,78912,631-1582,8082,9780.26%+170
NETFLIX INC(NFLX)9451,030+854606260.05%+166
VANGUARD TAX-MANAGED FDS65,64165,946+3053,1443,3090.29%+164
SPDR S&P 500 ETF TR(SPY)5,2465,068-1782,4942,6510.23%+157
TRANSOCEAN LTD(RIG)024,821+24,82101560.01%+156
VANECK ETF TRUST
SHRT HGH YLD MUN
104,972110,433+5,4612,3232,4750.22%+152
HOME DEPOT INC(HD)1,2021,474+2724175650.05%+149
ALPHABET INC(GOOG)3,6124,271+6595056450.06%+140
BOEING CO(BA)1,2042,211+1,0073144270.04%+113
CHEVRON CORP NEW(CVX)25,71124,939-7723,8353,9340.34%+99
WALMART INC(WMT)5,91817,003+11,0859331,0230.09%+90
AMAZON COM INC(AMZN)8,1717,387-7841,2411,3310.12%+90
VANGUARD INDEX FDS12,56712,251-3161,8221,9100.17%+88
ABBVIE INC(ABBV)03,267+3,26705950.05%+595
INTERNATIONAL BUSINESS MACHS(IBM)3,1573,126-315165970.05%+81
ISHARES TR
CORE MSCI EURO
48,54447,559-9852,6712,7510.24%+80
SALESFORCE INC(CRM)769937+1682022820.02%+80
VISA INC(V)1,0361,221+1852703410.03%+71
FREEPORT-MCMORAN INC(FCX)6,5047,297+7932773430.03%+66
VANGUARD SCOTTSDALE FDS
LONG TERM TREAS
21,10022,960+1,8601,2981,3600.12%+62
ISHARES TR
CORE MSCI EAFE
5,6156,100+4853954530.04%+58
ISHARES TR
CMBS ETF
017,263+17,26308130.07%+813
ISHARES TR
CORE MSCI PAC
34,17433,014-1,1602,0342,0900.18%+56
ISHARES TR3,9974,049+524915470.05%+56
VANGUARD STAR FDS3,6664,438+7722122680.02%+55
PHILLIPS 66(PSX)01,809+1,80902960.03%+296
MCCORMICK & CO INC(MKC)05,462+5,46204230.04%+423
ALPHABET INC(GOOG)3,0353,116+814284740.04%+47
ISHARES TR1,4768,216+6,7406627080.06%+46
SPDR SER TR
ST STR SP500DIV
13,48414,103+6195285740.05%+46
VANGUARD INDEX FDS2,1632,170+75235660.05%+43
ISHARES INC
CORE MSCI EMKT
105,786104,483-1,3035,3515,3910.47%+41
VANGUARD WHITEHALL FDS7,3077,072-2358168560.07%+40
FIDELITY COVINGTON TRUST2,9943,000+64304680.04%+38
SCHWAB STRATEGIC TR15,46315,597+1345726090.05%+37
EXELON CORP(EXC)017,480+17,48006570.06%+657
VANGUARD INDEX FDS14,90415,614+7101,3171,3500.12%+33
HESS CORP03,973+3,97306060.05%+606
ISHARES TR
MSCI USA QLT FCT
2,6082,527-813844150.04%+32
VANGUARD INDEX FDS2,7542,762+84534840.04%+31
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