Fund HoldingsConfluence Wealth Services, Inc.

Total Portfolio Value
$1.83B
Total Bought
$228.76M
Total Sold
$36.34M
Net Transaction
+$192.43M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
CAPITAL GROUP DIVID VALUE ETF SHS CREATION UNIT
SHS CREAT UNIT
05,270,920+5,270,9200208,14911.36%+208,149
ISHARES TR RUS 1000 GRW ETF0281,103+281,1030119,3516.51%+119,351
VANGUARD DIVIDEND APPRECIATION ETF660,392691,674+31,282122,721141,5657.72%+18,844
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF1,183,3931,223,744+40,35187,98598,0345.35%+10,049
JPMORGAN EQUITY PREMIUM INCOME ETF
EQUITY PREMIUM
1,766,7671,854,052+87,28595,776105,4035.75%+9,626
ISHARES TR CORE DIV GRWTH
CORE DIV GRWTH
0892,804+892,804057,0863.11%+57,086
DIMENSIONAL U.S. SMALL CAP ETF
US SMALL CAP ETF
0884,785+884,785056,3703.08%+56,370
DIMENSIONAL INTERNATIONAL VALUE ETF
INTERNATNAL VAL
1,512,6871,584,351+71,66459,49467,8583.70%+8,364
CAPITAL GROUP GROWTH ETF SHS CREATION UNIT
SHS CREAT UNIT
0950,466+950,466038,6362.11%+38,636
CAPITAL GROUP DIVID GROWERS ETF
SHS ETF
1,568,3091,661,858+93,54947,84955,8883.05%+8,039
CAPITAL GROUP INTL FOCUS SHS CREATION UNIT
SHS CREAT UNIT
01,615,462+1,615,462043,8272.39%+43,827
MICROSOFT CORPORATION(MSFT)059,373+59,373029,5321.61%+29,532
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
WORLD EX US CORE
1,563,9591,647,049+83,09041,17948,3742.64%+7,195
ISHARES TR MSCI EAFE ETF553,163570,997+17,83445,72451,0412.78%+5,317
NVIDIA CORPORATION(NVDA)85,66586,622+9578,79913,6850.75%+4,887
BROADCOM INCORPORATED(AVGO)045,164+45,164012,4490.68%+12,449
ENERGY TRANSFER L P COM UT LTD PTN(ET)0224,620+224,62004,0720.22%+4,072
DIMENSIONAL U.S. TARGETED VALUE ETF
US TARGETED VLU
0376,716+376,716020,3281.11%+20,328
ISHARES TR RUS 2000 GRW ETF50,08853,527+3,43912,31615,3010.83%+2,985
DIMENSIONAL US MARKETWIDE VALUE ETF
US MKTWIDE VALUE
0306,141+306,141012,9440.71%+12,944
CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF
SHS
357,297396,010+38,7138,96111,4090.62%+2,448
JPMORGAN CHASE & COMPANY.(JPM)49,77949,639-14011,99114,3910.79%+2,400
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF
EMGR CRE EQT MNG
377,811403,358+25,5479,66111,6770.64%+2,017
CAPITAL GROUP FIXED INCOME ETF
CORE PLUS INCM
1,174,6561,236,582+61,92625,99527,8231.52%+1,828
FIRST TRUST CAPITAL STRENGTH ETF018,651+18,65101,6950.09%+1,695
ORACLE CORPORATION(ORCL)18,78818,811+232,4694,1130.22%+1,644
REALTY INCOME CORPORATION REIT(O)027,077+27,07701,5600.09%+1,560
CAPITAL GROUP CORE BALANCED ETF
SHS
262,645271,820+9,1757,9539,0900.50%+1,137
CISCO SYSTEMS INCORPORATED(CSCO)084,413+84,41305,8570.32%+5,857
ISHARES TR INTL DIV GRWTH
INTL DIV GRWTH
127,496132,341+4,8459,38410,4400.57%+1,057
VANGUARD FTSE DEVELOPED MARKETS ETF015,995+15,99509120.05%+912
EATON CORPORATION PLC SHS (IRELAND)(ETN)010,294+10,29403,6750.20%+3,675
GE VERNOVA INCORPORATED(GEV)02,940+2,94001,5550.08%+1,555
CAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT
SHS CREAT UNIT
0168,127+168,12705,3750.29%+5,375
MARATHON PETE CORPORATION(MPC)025,470+25,47004,2310.23%+4,231
PNC FINL SVCS GROUP INCORPORATED(PNC)028,967+28,96705,4000.29%+5,400
EQUINIX INCORPORATED REIT(EQIX)01,041+1,04108270.05%+827
VANGUARD TOTAL STOCK MARKET ETF37,70635,399-2,3079,93310,7590.59%+826
META PLATFORMS INCORPORATED CLASS A(META)04,072+4,07203,0050.16%+3,005
ISHARES TR CORE MSCI EAFE
CORE MSCI EAFE
058,204+58,20404,8590.27%+4,859
INTERNATIONAL BUSINESS MACHINES(IBM)014,645+14,64504,3170.24%+4,317
ISHARES TR RUS TP200 GR ETF03,799+3,79909360.05%+936
GE AEROSPACE COM NEW(GE)09,151+9,15102,3550.13%+2,355
ISHARES TR CORE S&P500 ETF7,9087,893-154,2534,9010.27%+648
ALPHABET INCORPORATED CAP STK CLASS C(GOOG)30,56030,820+2604,8205,4670.30%+647
NETFLIX INCORPORATED(NFLX)02,230+2,23002,9860.16%+2,986
CAPITAL GROUP INTL EQUITY ETF
SHS
0114,795+114,79503,7790.21%+3,779
ISHARES TR RUS 1000 VAL ETF028,928+28,92805,6190.31%+5,619
ALPHABET INCORPORATED CAP STK CLASS A(GOOG)39,59238,413-1,1796,1516,7690.37%+619
TEXAS INSTRS INCORPORATED(TXN)010,996+10,99602,2830.12%+2,283
CATERPILLAR INCORPORATED(CAT)06,124+6,12402,3770.13%+2,377
INVESCO S&P 500 EQUAL WEIGHT ETF
S&P500 EQL WGT
034,190+34,19006,2140.34%+6,214
CAPITAL ONE FINL CORPORATION(COF)1,5993,734+2,1352827940.04%+512
ISHARES TR RUS TP200 VL ETF06,029+6,02905080.03%+508
ISHARES TR MSCI EMG MKT ETF0112,004+112,00405,4030.29%+5,403
NIKE INCORPORATED CLASS B(NKE)024,013+24,01301,7060.09%+1,706
AMAZON COM INCORPORATED(AMZN)024,027+24,02705,2710.29%+5,271
KLA CORPORATION COM NEW(KLAC)2,2512,192-591,4791,9630.11%+484
VISA INCORPORATED COM CLASS A(V)20,75020,808+586,9387,3880.40%+450
AMERICAN EXPRESS COMPANY(AXP)7,2137,21301,8762,3010.13%+424
MONOLITHIC PWR SYSTEMS INCORPORATED(MPWR)02,067+2,06701,5110.08%+1,511
CAPITAL GROUP FXD INCOME ETF MUN INCOME ETF
MUN INM ETF
703,135709,009+5,87418,51418,9231.03%+410
DISNEY WALT COMPANY(DIS)011,733+11,73301,4550.08%+1,455
SPDR S&P 500 ETF(SPY)4,3484,418+702,3282,7290.15%+401
TRANE TECHNOLOGIES PLC SHS (IRELAND)(TT)03,609+3,60901,5790.09%+1,579
VANGUARD SMALL-CAP VALUE ETF01,920+1,92003740.02%+374
ISHARES TR S&P 500 GRWT ETF18,51618,511-51,6742,0380.11%+364
DEERE & COMPANY(DE)6,7706,777+73,0903,4460.19%+356
CAPITAL GROUP CORE EQUITY ETF SHS CREATION UNIT
SHS CREAT UNIT
34,33338,786+4,4531,0921,4320.08%+340
TESLA INCORPORATED(TSLA)04,912+4,91201,5600.09%+1,560
COHERENT CORPORATION(COHR)010,256+10,25609150.05%+915
CONSTELLATION ENERGY CORPORATION(CEG)02,817+2,81709090.05%+909
USA COMPRESSION PARTNERS LP COMUNIT LTDPAR(USAC)013,022+13,02203170.02%+317
ADVANCED MICRO DEVICES INCORPORATED(AMD)02,195+2,19503110.02%+311
MICROCHIP TECHNOLOGY INCORPORATED.(MCHP)010,809+10,80907610.04%+761
ANALOG DEVICES INCORPORATED(ADI)5,4275,458+319941,2990.07%+305
INVESCO QQQ TR2,1762,340+1649891,2900.07%+302
VANGUARD MID-CAP ETF01,070+1,07002990.02%+299
CARDINAL HEALTH INCORPORATED(CAH)08,943+8,94301,5020.08%+1,502
CHEVRON CORPORATION NEW(CVX)042,074+42,07406,0250.33%+6,025
SHOPIFY INCORPORATED CLASS A SUB VTG SHS (CANADA)(SHOP)011,725+11,72501,3520.07%+1,352
EMERSON ELEC COMPANY(EMR)09,308+9,30801,2410.07%+1,241
PUBLIC STORAGE OPER COMPANY REIT(PSA)0980+98002880.02%+288
JPMORGAN U.S. VALUE FACTOR ETF
US VALUE FACTR
052,310+52,31002,3140.13%+2,314
COGNEX CORPORATION(CGNX)034,550+34,55001,0960.06%+1,096
SPDR S&P MIDCAP 400 ETF TRUST(MDY)0489+48902770.02%+277
RTX CORPORATION(RTX)10,61910,61901,2771,5510.08%+273
VANGUARD HIGH DIVIDEND YIELD ETF024,709+24,70903,2940.18%+3,294
VANGUARD GROWTH ETF3,2463,290+441,1701,4420.08%+272
EXXON MOBIL CORPORATION107,544109,562+2,01811,54711,8110.64%+264
OSHKOSH CORPORATION(OSK)02,320+2,32002630.01%+263
JANUS HENDERSON GROUP PLC ORD SHS (JERSEY)036,382+36,38201,4130.08%+1,413
ISHARES TR RUSSELL 2000 ETF06,165+6,16501,3300.07%+1,330
NETAPP INCORPORATED(NTAP)06,567+6,56707000.04%+700
ISHARES TR NATIONAL MUN ETF75,78577,500+1,7157,8438,0970.44%+254
APPLIED MATLS INCORPORATED06,226+6,22601,1400.06%+1,140
CF INDUSTRIES HLDGS INCORPORATED(CF)013,614+13,61401,2520.07%+1,252
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW03,288+3,28801,8680.10%+1,868
ISHARES TR EXPANDED TECH02,175+2,17502380.01%+238
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS (SINGAPORE)
ORD SHS
01,650+1,65002380.01%+238
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