Fund HoldingsAmerican Trust

Total Portfolio Value
$1.35B
Total Bought
$115.08M
Total Sold
$123.89M
Net Transaction
-$8.81M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
ISHARES EDGE MSCI USA QUALITY F
MSCI USA QLT FCT
0149,376+149,376021,9791.62%+21,979
VANGUARD GROWTH ETF047,509+47,509014,7701.09%+14,770
ISHARES CORE DIVIDEND GROWTH
CORE DIV GRWTH
1,986,8762,063,960+77,08498,410111,0828.20%+12,672
VANGUARD SHORT TERM GOVERNMENT
SHORT TERM TREAS
0194,998+194,998011,3740.84%+11,374
VANGUARD MID CAP ETF0297,472+297,472069,2045.11%+69,204
VANGUARD INTERMED TERM BOND ETF0993,363+993,363075,8735.60%+75,873
SCHWAB US DIVIDEND EQUITY467,770495,321+27,55133,09937,7092.78%+4,609
VANGUARD SMALL CAP ETF0278,995+278,995059,5184.40%+59,518
ISHARES CORE S&P MID-CAP ETF0193,297+193,297053,5723.96%+53,572
IDACORP Inc(IDA)828,208828,284+7677,56281,4376.01%+3,875
ISHARES MSCI INDIA ETF
MSCI INDIA ETF
077,182+77,18203,7670.28%+3,767
VANGUARD FTSE DEVELOPED MARKETS0845,377+845,377040,4942.99%+40,494
VANGUARD S&P 5000388,996+388,9960169,91412.55%+169,914
ISHARE MSCI BRAZIL42,450111,120+68,6701,3023,8850.29%+2,583
MICROSOFT(MSFT)039,107+39,107014,7061.09%+14,706
ISHARES CORE S&P 500 ETF012,033+12,03305,7470.42%+5,747
APPLE INC(AAPL)062,774+62,774012,0860.89%+12,086
JP MORGAN CHASE(JPM)045,157+45,15707,6810.57%+7,681
COSTCO WHOLESALE CORP(COST)9,4279,777+3505,3266,4540.48%+1,128
VANGUARD FTSE EMERGING MARKETS0486,905+486,905020,0121.48%+20,012
AMERICAN TOWER CORP A(AMT)023,982+23,98205,1770.38%+5,177
VANGUARD INTERMEDIATE TERM GOVE
INTER TERM TREAS
494,427493,424-1,00328,25729,2702.16%+1,013
ISHARES RUSSELL TOP 200 GROWTH6,38311,368+4,9859821,9920.15%+1,010
KLA CORP.(KLAC)09,398+9,39805,4630.40%+5,463
HOME DEPOT INC.(HD)014,591+14,59105,0560.37%+5,056
VANGUARD INTL DIV APPREC ETF240,372226,096-14,27617,14617,9381.32%+793
SCHWAB CORP(SCHW)61,99960,697-1,3023,4044,1760.31%+772
ACCENTURE PLC
SHS CLASS A
022,359+22,35907,8460.58%+7,846
AMAZON.COM INC(AMZN)037,916+37,91605,7610.43%+5,761
BLACKROCK INC.(BLK)04,765+4,76503,8680.29%+3,868
HONEYWELL INTERNATIONAL INC(HON)034,535+34,53507,2420.53%+7,242
iShares Morningstar Mid-Cap Gro010,884+10,88407010.05%+701
TAIWAN SEMICONDUCTOR MFG CO LTD(TSM)047,763+47,76304,9670.37%+4,967
CINTAS CORP.(CTAS)06,596+6,59603,9750.29%+3,975
DOLLAR GENERAL CORPORATION(DG)021,522+21,52202,9260.22%+2,926
VISA INC(V)021,888+21,88805,6990.42%+5,699
INVESCO QQQ TRUST030,540+30,540012,5070.92%+12,507
AMPHENOL CORP035,063+35,06303,4760.26%+3,476
LINDE PLC(LIN)017,940+17,94007,3680.54%+7,368
MERCADOLIBRE INC.(MELI)0271+27104260.03%+426
ABBOTT LAB036,126+36,12603,9760.29%+3,976
CHUBB LTD
COM
34,76333,734-1,0297,2377,6240.56%+387
AMGEN(AMGN)01,244+1,24403580.03%+358
NIKE, INC(NKE)040,274+40,27404,3730.32%+4,373
ISHARES CORE MSCI EAFE ETF
CORE MSCI EAFE
05,015+5,01503530.03%+353
VANGUARD SMALL CAP GROWTH ETF03,853+3,85309320.07%+932
SPDR S&P DIVIDEND ETF
ST STR SP DIV
039,558+39,55804,9440.37%+4,944
INSPIRE MEDICAL SYSTEMS INC.(INSP)01,668+1,66803390.03%+339
PUBLIC STORAGE(PSA)01,100+1,10003360.02%+336
AMERICAN EXPRESS CO(AXP)08,936+8,93601,6740.12%+1,674
ROSS STORES INC(ROST)02,170+2,17003000.02%+300
PNC BANK(PNC)01,879+1,87902910.02%+291
UBS AG(UBS)09,217+9,21702850.02%+285
ISHARES RUSSELL MID CAP GROWTH04,610+4,61004820.04%+482
FT Cboe Vest Buffered Allocatio
VEST BUFFERED
012,989+12,98902760.02%+276
GOLDMAN SACHS GRP(GS)0704+70402720.02%+272
SHERWIN WILLIAMS CO.(SHW)07,157+7,15702,2320.16%+2,232
MORGAN STANLEY(MS)02,901+2,90102710.02%+271
SALESFORCE.COM INC.(CRM)01,007+1,00702650.02%+265
VANGUARD VALUE ETF08,216+8,21601,2280.09%+1,228
ISHARES CORE S&P SMALL-CAP ETF02,432+2,43202630.02%+263
DOMINOS PIZZA INC.(DPZ)0624+62402570.02%+257
BOSTON BEER COMPANY INC.(SAM)0737+73702550.02%+255
CROWDSTRIKE HOLDINGS ORD SHS CL(CRWD)1,2001,780+5802014540.03%+254
ENCOMPASS HEALTH CORPORATION(EHC)3,6707,408+3,7382464940.04%+248
BANK OF AMERICA07,261+7,26102440.02%+244
VANGUARD MID CAP VALUE ETF07,335+7,33501,0640.08%+1,064
JOHNSON & JOHNSON(JNJ)043,881+43,88106,8780.51%+6,878
VANGUARD SMALL CAP VALUE ETF03,408+3,40806130.05%+613
Vanguard S&P Small-Cap 600 Inde02,361+2,36102340.02%+234
UNION PACIFIC CORP(UNP)03,610+3,61008870.07%+887
HUBSPOT INC.(HUBS)0827+82704800.04%+480
ISHARES RUSSELL 2000 INDEX01,115+1,11502240.02%+224
VANGUARD INFORMATION TECHNOLOGY
INF TECH ETF
0458+45802210.02%+221
ISHARES S&P MIDCAP 400 VALUE IN015,674+15,67401,7880.13%+1,788
AppLovin Corp Cl A(APP)05,400+5,40002150.02%+215
LOWES COS INC(LOW)02,323+2,32305170.04%+517
CIGNA CORPORATION NEW(CI)0714+71402140.02%+214
FASTENAL CO(FAST)03,294+3,29402130.02%+213
Natera Inc Com(NTRA)03,394+3,39402130.02%+213
WINTRUST FINL CORP(WTFC)02,279+2,27902110.02%+211
Insulet Corporation(PODD)0973+97302110.02%+211
VANGUARD FTSE ALL-WORLD EX-US E03,756+3,75602110.02%+211
KKR & CO. INC. CLASS A(KKR)02,532+2,53202100.02%+210
STRYKER CORP(SYK)013,886+13,88604,1580.31%+4,158
Middleby Corp(MIDD)01,401+1,40102060.02%+206
Element Solutions Inc(ESI)08,819+8,81902040.02%+204
JP MORGAN ULTRA SHORT INCOME ET
ULTRA SHRT ETF
67,78571,768+3,9833,4013,6050.27%+203
CANADIAN NAT RESOURC(CNQ)03,065+3,06502010.01%+201
DOVER CORPORATION(DOV)018,269+18,26902,8100.21%+2,810
MCDONALDS(MCD)06,504+6,50401,9290.14%+1,929
TEXAS INSTRUMENTS(TXN)025,466+25,46604,3410.32%+4,341
VG TOTL STK VPRS014,913+14,91303,5380.26%+3,538
MASTERCARD INCORPORATED(MA)08,900+8,90003,7960.28%+3,796
Agilent Technologies Inc06,919+6,91907040.05%+704
Dana Inc(DAN)010,992+10,99201610.01%+161
TRUIST FINANCIAL CORP.(TFC)018,904+18,90406980.05%+698
VANGUARD TOTAL BOND MARKET ETF013,912+13,91201,0230.08%+1,023
NUTANIX INC.(NTNX)16,31015,170-1,1405697230.05%+155
META PLATFORMS INC. CL A(META)3,1963,129-679591,1080.08%+148
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