Fund HoldingsDelap Wealth Advisory, LLC

Total Portfolio Value
$247.44M
Total Bought
$91.67M
Total Sold
$66.63M
Net Transaction
+$25.04M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
NVIDIA CORPORATION(NVDA)1,1725,668+4,4965805,1212.07%+4,541
APPLE INC(AAPL)18,60445,669+27,0653,5827,8313.16%+4,249
AMAZON COM INC(AMZN)6,57424,366+17,7929994,3951.78%+3,396
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
425,172460,397+35,22512,42814,7105.94%+2,282
ALPHABET INC(GOOG)1,96015,672+13,7122742,3650.96%+2,092
META PLATFORMS INC(META)9254,682+3,7573272,2730.92%+1,946
ALPHABET INC(GOOG)09,763+9,76301,4870.60%+1,487
VANGUARD INDEX FDS1,2484,009+2,7615451,9270.78%+1,382
BROADCOM INC(AVGO)01,034+1,03401,3710.55%+1,371
BERKSHIRE HATHAWAY INC DEL6323,394+2,7622251,4270.58%+1,202
COSTCO WHSL CORP NEW(COST)3,2014,160+9592,1133,0481.23%+935
BANK AMERICA CORP022,769+22,76908630.35%+863
AMERICAN CENTY ETF TR73,08081,168+8,0884,5675,3462.16%+779
NETFLIX INC(NFLX)01,257+1,25707630.31%+763
EA SERIES TRUST
BRID OMN SMA ETF
37,61872,528+34,9107911,5420.62%+752
JPMORGAN CHASE & CO(JPM)2,2255,595+3,3703781,1210.45%+742
CVS HEALTH CORP(CVS)08,993+8,99307170.29%+717
MASTERCARD INCORPORATED(MA)01,479+1,47907120.29%+712
DIMENSIONAL ETF TRUST
EMERGING MKTS CO
233,788256,587+22,7995,8356,5402.64%+705
CITIGROUP INC(C)011,147+11,14707050.28%+705
DIMENSIONAL ETF TRUST
SHOR DUR FIX ETF
11,86126,264+14,4035581,2350.50%+678
APPLIED MATLS INC03,252+3,25206710.27%+671
NEXTERA ENERGY INC(NEE)09,907+9,90706330.26%+633
DOCUSIGN INC(DOCU)010,399+10,39906190.25%+619
BOOKING HOLDINGS INC(BKNG)0169+16906130.25%+613
GENERAL MTRS CO(GM)013,376+13,37606070.25%+607
COCA COLA CO(KO)09,652+9,65205910.24%+591
VERTIV HOLDINGS CO(VRT)07,166+7,16605850.24%+585
GENERAL ELECTRIC CO(GE)03,284+3,28405760.23%+576
ADVANCED MICRO DEVICES INC(AMD)03,172+3,17205730.23%+573
ABBVIE INC(ABBV)03,100+3,10005650.23%+565
EXXON MOBIL CORP5,5489,624+4,0765551,1190.45%+564
ADOBE INC(ADBE)01,097+1,09705540.22%+554
UBER TECHNOLOGIES INC(UBER)07,154+7,15405510.22%+551
TESLA INC(TSLA)1,0414,577+3,5362598050.33%+546
APPFOLIO INC(APPF)30,79923,788-7,0115,3365,8692.37%+534
TOLL BROTHERS INC(TOL)04,117+4,11705330.22%+533
LAM RESEARCH CORP(LRCX)0538+53805230.21%+523
SALESFORCE INC(CRM)1,0742,637+1,5632837940.32%+512
SERVICENOW INC(NOW)0670+67005110.21%+511
AT&T INC(T)027,939+27,93904920.20%+492
CROWDSTRIKE HLDGS INC(CRWD)01,518+1,51804870.20%+487
VISA INC(V)1,6253,228+1,6034239010.36%+478
INTEL CORP(INTC)010,737+10,73704740.19%+474
ABBOTT LABS04,165+4,16504730.19%+473
QUALCOMM INC(QCOM)02,777+2,77704700.19%+470
MERCK & CO INC(MRK)03,547+3,54704680.19%+468
FLOWSERVE CORP(FLS)010,211+10,21104660.19%+466
ELI LILLY & CO(LLY)1,6091,801+1929381,4010.57%+463
GODADDY INC(GDDY)03,896+3,89604620.19%+462
VALERO ENERGY CORP(VLO)02,701+2,70104610.19%+461
LENNAR CORP(LEN)02,663+2,66304580.19%+458
COMCAST CORP NEW(CCZ)010,552+10,55204570.18%+457
HUMANA INC(HUM)01,297+1,29704500.18%+450
SKECHERS U S A INC07,281+7,28104460.18%+446
SHERWIN WILLIAMS CO(SHW)01,280+1,28004450.18%+445
ROSS STORES INC(ROST)02,998+2,99804400.18%+440
ULTA BEAUTY INC(ULTA)0832+83204350.18%+435
PAYPAL HLDGS INC(PYPL)06,462+6,46204330.17%+433
ALLISON TRANSMISSION HLDGS I(ALSN)05,197+5,19704220.17%+422
TEXAS ROADHOUSE INC(TXRH)02,728+2,72804210.17%+421
THE CIGNA GROUP(CI)01,116+1,11604050.16%+405
PULTE GROUP INC(PHM)03,330+3,33004020.16%+402
DRAFTKINGS INC NEW(DKNG)08,768+8,76803980.16%+398
CENTENE CORP DEL(CNC)05,021+5,02103940.16%+394
DISNEY WALT CO(DIS)03,208+3,20803930.16%+393
CROCS INC(CROX)02,709+2,70903900.16%+390
CONSOLIDATED EDISON INC(ED)04,262+4,26203870.16%+387
NEUROCRINE BIOSCIENCES INC(NBIX)02,796+2,79603860.16%+386
BAKER HUGHES COMPANY(BKR)011,441+11,44103830.15%+383
CAESARS ENTERTAINMENT INC NE(CZR)08,734+8,73403820.15%+382
GATES INDL CORP PLC
ORD SHS
021,418+21,41803790.15%+379
MEDPACE HLDGS INC(MEDP)0936+93603780.15%+378
TRAVEL PLUS LEISURE CO(TNL)07,725+7,72503780.15%+378
VERIZON COMMUNICATIONS INC(VZ)08,966+8,96603760.15%+376
VANGUARD STAR FDS06,166+6,16603720.15%+372
CHEVRON CORP NEW(CVX)02,286+2,28603610.15%+361
AXIS CAP HLDGS LTD
SHS
05,465+5,46503550.14%+355
LAS VEGAS SANDS CORP(LVS)06,855+6,85503540.14%+354
BOEING CO(BA)01,829+1,82903530.14%+353
LINDE PLC(LIN)0759+75903520.14%+352
TRAVELERS COMPANIES INC(TRV)01,526+1,52603510.14%+351
THERMO FISHER SCIENTIFIC INC(TMO)0599+59903480.14%+348
DANAHER CORPORATION(DHR)01,393+1,39303480.14%+348
VANGUARD INDEX FDS01,952+1,95203420.14%+342
COLGATE PALMOLIVE CO(CL)03,799+3,79903420.14%+342
NNN REIT INC(NNN)07,880+7,88003370.14%+337
3M CO(MMM)03,159+3,15903350.14%+335
AMGEN INC(AMGN)01,177+1,17703350.14%+335
CARDINAL HEALTH INC(CAH)02,932+2,93203280.13%+328
PROSPERITY BANCSHARES INC(PB)04,982+4,98203280.13%+328
DICKS SPORTING GOODS INC(DKS)01,456+1,45603270.13%+327
WYNN RESORTS LTD(WYNN)03,201+3,20103270.13%+327
SCHWAB CHARLES CORP(SCHW)04,498+4,49803250.13%+325
KLA CORP(KLAC)0462+46203230.13%+323
REPUBLIC SVCS INC(RSG)01,679+1,67903210.13%+321
WORKDAY INC(WDAY)01,175+1,17503200.13%+320
CROWN CASTLE INC(CCI)03,015+3,01503190.13%+319
FISERV INC(FISV)01,990+1,99003180.13%+318
FIVE BELOW INC(FIVE)01,745+1,74503170.13%+317
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