Fund HoldingsWillis Johnson & Associates, Inc.

Total Portfolio Value
$931.71M
Total Bought
$77.49M
Total Sold
$18.63M
Net Transaction
+$58.86M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
NVIDIA CORPORATION(NVDA)(Call)1,000100,000+99,00042343,499+43,076
ISHARES U S ETF TR
SHOR MAT MUN ETF
056,482+56,48202,8130.30%+2,813
ISHARES TR40,89966,349+25,4504,4236,7690.73%+2,346
ISHARES TR501,729544,363+42,63446,79448,3395.19%+1,546
ISHARES TR258,799277,646+18,84720,98322,4812.41%+1,497
ISHARES TR158,069173,208+15,13918,21919,6002.10%+1,381
ISHARES TR
FLTG RATE NT ETF
474,530500,310+25,78024,11625,4612.73%+1,345
BP PLC(BP)45,96369,198+23,2351,6222,6790.29%+1,057
EXXON MOBIL CORP76,16278,143+1,9818,1689,1880.99%+1,020
HARTFORD FDS EXCHANGE TRADED
MUN OPORTUNITE
106,044131,115+25,0714,0344,8260.52%+792
VANGUARD INTL EQUITY INDEX F1,551,0581,627,829+76,77163,09763,8276.85%+730
ISHARES TR73,02479,653+6,6297,5978,1930.88%+596
SELECT SECTOR SPDR TR
ST STR ENERG ETF
35,72438,054+2,3302,9003,4400.37%+540
VANGUARD TAX-MANAGED FDS45,87160,642+14,7712,1182,6510.28%+533
ISHARES TR
CORE MSCI EURO
39,89952,265+12,3662,1002,5950.28%+496
VANECK ETF TRUST
HIGH YLD MUNIETF
54,47466,883+12,4092,7973,2820.35%+485
CHEVRON CORP NEW(CVX)19,99321,390+1,3973,1463,6070.39%+461
INTERNATIONAL BUSINESS MACHS(IBM)02,721+2,72103820.04%+382
VANECK ETF TRUST
VANECK SHRT MUNI
143,858167,869+24,0112,4222,8020.30%+380
SHELL PLC(SHEL)199,266192,604-6,66212,03212,4001.33%+368
MICROSOFT CORP(MSFT)6,1267,756+1,6302,0862,4490.26%+363
VANGUARD INDEX FDS4,9676,801+1,8341,0941,4450.16%+351
VANGUARD SCOTTSDALE FDS
LONG TERM TREAS
13,83621,901+8,0658791,2160.13%+337
VANGUARD MUN BD FDS27,41034,358+6,9481,3771,6530.18%+276
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
26,08731,575+5,4881,5301,8050.19%+274
VANECK ETF TRUST
OIL SERVICES ETF
0788+78802720.03%+272
PRINCIPAL EXCHANGE TRADED FD
SPECTRUM PFD
140,380157,120+16,7402,3792,6490.28%+270
UNITEDHEALTH GROUP INC(UNH)0455+45502300.02%+230
ORACLE CORP(ORCL)02,053+2,05302170.02%+217
SPDR SER TR
ST STR SP REGBNK
04,911+4,91102050.02%+205
SCHWAB STRATEGIC TR04,180+4,18002000.02%+200
ISHARES TR126,027134,888+8,86112,17412,3541.33%+180
ISHARES TR
US TREAS BD ETF
39,53248,552+9,0209051,0700.11%+165
OCCIDENTAL PETE CORP(OXY)7,4229,217+1,7954365980.06%+162
ABBVIE INC(ABBV)2,4023,227+8253244810.05%+157
ISHARES TR
CORE MSCI PAC
30,59233,889+3,2971,7571,8840.20%+127
ISHARES TR226,016231,592+5,57616,96717,0731.83%+106
ISHARES TR2,8683,923+1,0553124120.04%+99
J P MORGAN EXCHANGE TRADED F
BETA CDA ETF NEW
94,952101,434+6,4825,8175,8980.63%+82
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
112,220119,700+7,4805,1615,2400.56%+79
CONSTELLATION ENERGY CORP(CEG)4,3144,325+113954720.05%+77
VANGUARD INDEX FDS1,3141,546+2325356070.07%+72
VANGUARD INDEX FDS01,505+1,50503130.03%+313
ISHARES TR
CMBS ETF
25,70827,696+1,9881,1791,2470.13%+69
SCHLUMBERGER LTD(SLB)8,2028,083-1194034710.05%+68
HOME DEPOT INC(HD)01,142+1,14203450.04%+345
ARDELYX INC010,000+10,0000410.00%+41
CONOCOPHILLIPS(COP)02,238+2,23802680.03%+268
PHILLIPS 66(PSX)02,134+2,13402560.03%+256
OPENDOOR TECHNOLOGIES INC(OPEN)012,587+12,5870330.00%+33
AURORA INNOVATION INC012,500+12,5000290.00%+29
INTERNATIONAL BUSINESS MACHS(IBM)(Call)0200+200028+28
VANGUARD INDEX FDS1,8052,045+2403593870.04%+28
TALKSPACE INC(TALK)011,790+11,7900230.00%+23
AKEBIA THERAPEUTICS INC017,500+17,5000200.00%+20
ISHARES TR18,74719,724+9775805950.06%+15
ISHARES TR
CORE MSCI EAFE
4,9695,419+4503353490.04%+13
BANK AMERICA CORP12,74813,695+9473663750.04%+9
AT&T INC(T)013,883+13,88302090.02%+209
EDGIO INC013,153+13,1530110.00%+11
VANECK ETF TRUST
IG FLOA RATE ETF
12,81312,883+703243260.03%+2
BERKSHIRE HATHAWAY INC DEL2,3862,324-628148140.09%0
ISHARES TR16,44016,44004014010.04%-0
ISHARES TR
IBONDS DEC2026
17,14017,14004024000.04%-2
ISHARES TR
IBDS DEC28 ETF
09,550+9,55002290.02%+229
ISHARES TR
IBONDS 27 ETF
14,05014,05003303250.03%-5
ISHARES TR28,20529,281+1,0763,0103,0020.32%-8
ISHARES TR
MSCI USA QLT FCT
2,4452,439-63303210.03%-8
VANGUARD INDEX FDS01,505+1,50502400.03%+240
SPDR GOLD TR(GLD)01,522+1,52202610.03%+261
HESS CORP4,5053,939-5666126030.06%-10
ISHARES TR
CORE UNIVRSL USD
8,9799,082+1034083970.04%-11
VANGUARD INDEX FDS11,68212,216+5341,6171,6000.17%-17
INVESCO EXCH TRD SLF IDX FD
RUSL 1000 DYNM
04,554+4,55402090.02%+209
UNION PAC CORP(UNP)01,272+1,27202590.03%+259
SPDR SER TR
ST STR SP500DIV
13,06313,247+1844844650.05%-20
VANGUARD WHITEHALL FDS7,3397,340+17787580.08%-20
ISHARES INC
CORE MSCI EMKT
104,268107,558+3,2905,1395,1190.55%-21
DANAHER CORPORATION(DHR)01,036+1,03602570.03%+257
FIDELITY COVINGTON TRUST2,9862,985-13903670.04%-23
LOANDEPOT INC000000
DEERE & CO(DE)0655+65502470.03%+247
AMAZON COM INC(AMZN)7,9747,923-511,0391,0070.11%-32
VANGUARD INDEX FDS2,1452,14504934590.05%-33
NETFLIX INC(NFLX)819859+403603240.03%-36
SOUTHERN CO(SO)4,4304,214-2163112730.03%-38
MCCORMICK & CO INC(MKC)5,4625,46204734310.05%-42
EXELON CORP(EXC)17,00817,147+1396936480.07%-45
ADVANCED MICRO DEVICES INC(AMD)02,168+2,16802230.02%+223
EOG RES INC(EOG)3,8263,019-8074383830.04%-55
ISHARES TR18,99419,436+4425,2275,1700.55%-57
ISHARES TR164,921170,339+5,4186,5246,4640.69%-60
WALMART INC(WMT)6,0915,603-4889578960.10%-61
ISHARES TR1,6631,544-1196535900.06%-63
ISHARES TR
CORE DIV GRWTH
04,457+4,45702210.02%+221
WELLS FARGO CO NEW(WFC)7,5876,080-1,5073242480.03%-75
FREEPORT-MCMORAN INC(FCX)05,438+5,43802030.02%+203
META PLATFORMS INC(META)1,8941,520-3745444560.05%-87
SCHWAB STRATEGIC TR17,00414,825-2,1796065030.05%-103
VANGUARD INTL EQUITY INDEX F442,142459,269+17,12730,82630,7163.30%-110
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