Fund HoldingsWallace Advisory Group, LLC

Total Portfolio Value
$133.12M
Total Bought
$23.44M
Total Sold
$26.37M
Net Transaction
-$2.93M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
INNOVATOR ETFS TRUST
EMRGNG MKT JAN
0125,689+125,68903,6042.71%+3,604
AMERICAN CENTY ETF TR024,522+24,52202,2021.65%+2,202
ISHARES TR
MSCI CHINA ETF
044,563+44,56301,8151.36%+1,815
WISDOMTREE TR(WT)018,380+18,38001,3771.03%+1,377
VANGUARD INDEX FDS07,379+7,37901,1030.83%+1,103
ISHARES TR
MSCI INDIA ETF
022,472+22,47201,0970.82%+1,097
VANGUARD WHITEHALL FDS08,387+8,38709360.70%+936
ISHARES TR
GNMA BOND ETF
020,463+20,46309050.68%+905
MICROSOFT CORP(MSFT)07,082+7,08202,6632.00%+2,663
ISHARES TR2,16110,435+8,2742241,1220.84%+898
MERCK & CO INC(MRK)0116,468+116,468012,6979.54%+12,697
AMAZON COM INC(AMZN)027,695+27,69504,2083.16%+4,208
VANGUARD INDEX FDS01,840+1,84005720.43%+572
VANGUARD INDEX FDS01,969+1,96904320.32%+432
VANGUARD INDEX FDS01,849+1,84904030.30%+403
VANGUARD INDEX FDS01,515+1,51503660.28%+366
VANGUARD STAR FDS05,934+5,93403440.26%+344
SERVICENOW INC(NOW)02,172+2,17201,5341.15%+1,534
JPMORGAN CHASE & CO(JPM)06,821+6,82101,1600.87%+1,160
SALESFORCE INC(CRM)04,653+4,65301,2240.92%+1,224
ENDAVA PLC03,322+3,32202590.19%+259
SAP SE(SAP)01,667+1,66702580.19%+258
BONDBLOXX ETF TRUST
BLOOMBERG ONE YR
04,951+4,95102460.19%+246
CSX CORP(CSX)06,921+6,92102400.18%+240
BANK MONTREAL MEDIUM0989+98902300.17%+230
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
02,779+2,77902260.17%+226
BANK AMERICA CORP11,45516,021+4,5663145390.41%+226
VANGUARD SPECIALIZED FUNDS01,323+1,32302250.17%+225
VALVOLINE INC(VVV)05,755+5,75502160.16%+216
ULTA BEAUTY INC(ULTA)0440+44002160.16%+216
BROWN & BROWN INC(BRO)03,027+3,02702150.16%+215
FRANKLIN TEMPLETON ETF TR
FTSE CHINA
013,401+13,40102150.16%+215
VANGUARD TAX-MANAGED FDS04,374+4,37402100.16%+210
RESTAURANT BRANDS INTL INC(QSR)02,681+2,68102090.16%+209
WATTS WATER TECHNOLOGIES INC(WTS)0972+97202030.15%+203
DARDEN RESTAURANTS INC(DRI)01,232+1,23202020.15%+202
ISHARES TR
US TREAS BD ETF
25,74132,805+7,0645677560.57%+188
WELLS FARGO CO NEW(WFC)20,59720,585-128421,0130.76%+172
SPDR S&P 500 ETF TR(SPY)03,502+3,50201,6651.25%+1,665
THE CIGNA GROUP(CI)12,46712,465-23,5663,7332.80%+166
ACCENTURE PLC IRELAND
SHS CLASS A
03,344+3,34401,1730.88%+1,173
VISA INC(V)04,519+4,51901,1770.88%+1,177
AES CORP(AES)17,18220,097+2,9152613870.29%+126
ALPHABET INC(GOOG)9,95610,180+2241,3131,4351.08%+122
MONOLITHIC PWR SYS INC(MPWR)0527+52703320.25%+332
WORKDAY INC(WDAY)1,8621,850-124005110.38%+111
GARTNER INC(IT)937957+203224320.32%+110
ADOBE INC(ADBE)03,137+3,13701,8721.41%+1,872
NAPCO SEC TECHNOLOGIES INC(NSSC)11,09710,329-7682473540.27%+107
NOVO-NORDISK A S(NVO)09,689+9,68901,0020.75%+1,002
AUTODESK INC04,530+4,53001,1030.83%+1,103
QUALCOMM INC(QCOM)3,2753,192-833644620.35%+98
MASTERCARD INCORPORATED(MA)03,963+3,96301,6901.27%+1,690
GODADDY INC(GDDY)3,5103,324-1862613530.27%+91
PG&E CORP(PCG)034,891+34,89106290.47%+629
FREEPORT-MCMORAN INC(FCX)011,068+11,06804710.35%+471
ZOETIS INC(ZTS)03,248+3,24806410.48%+641
ABBOTT LABS06,996+6,99607700.58%+770
INTERNATIONAL BUSINESS MACHS(IBM)4,0884,009-795746560.49%+82
QUALYS INC(QLYS)1,5831,646+632413230.24%+82
MORNINGSTAR INC(MORN)1,1141,196+822613420.26%+81
FIRSTENERGY CORP(FE)015,036+15,03605510.41%+551
VERIZON COMMUNICATIONS INC(VZ)018,068+18,06806810.51%+681
US BANCORP DEL(USB)15,63413,697-1,9375175930.45%+76
FACTSET RESH SYS INC(FDS)816900+843574290.32%+73
RTX CORPORATION(RTX)06,482+6,48205450.41%+545
INTUIT(INTU)1,1121,024-885686400.48%+72
PHILIP MORRIS INTL INC(PM)010,862+10,86201,0220.77%+1,022
AAON INC03,976+3,97602940.22%+294
S&P GLOBAL INC(SPGI)01,219+1,21905370.40%+537
POOL CORP(POOL)01,317+1,31705250.39%+525
AMPHENOL CORP NEW06,292+6,29206240.47%+624
ISHARES TR2,1132,11305275860.44%+59
AMERICAN INTL GROUP INC4,9515,294+3433003590.27%+59
SPDR SER TR
ST STR SP600SM C
6,0365,916-1204374930.37%+56
FISERV INC(FISV)03,698+3,69804910.37%+491
SHERWIN WILLIAMS CO(SHW)1,2511,195-563193730.28%+54
ASPEN TECHNOLOGY INC1,0931,250+1572232750.21%+52
MORGAN STANLEY(MS)03,118+3,11802910.22%+291
INVESCO QQQ TR96196103443940.30%+49
BOOKING HOLDINGS INC(BKNG)174165-95375850.44%+49
CINTAS CORP(CTAS)584545-392813280.25%+48
SPDR SER TR
ST STR SP600GRWO
5,7335,552-1814204640.35%+44
BARRICK GOLD CORP021,281+21,28103850.29%+385
LOWES COS INC(LOW)03,750+3,75008350.63%+835
WILLIAMS COS INC(WMB)11,04511,867+8223724130.31%+41
SPDR SER TR
ST STR SP400VAL
8,6638,190-4735626010.45%+39
ISHARES TR2,7402,74002582970.22%+38
NIKE INC(NKE)03,824+3,82404150.31%+415
CRANE COMPANY(CR)2,4532,123-3302182510.19%+33
SPDR SER TR
ST STR BACKE ETF
19,75120,054+3034114430.33%+32
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)03,390+3,39005460.41%+546
SPDR SER TR
ST LON TREAS ETF
9,1889,344+1562402710.20%+31
ISHARES TR06,863+6,86303,2782.46%+3,278
COCA COLA CO(KO)6,9767,131+1553914200.32%+30
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
9,4449,477+332472770.21%+30
TELEDYNE TECHNOLOGIES INC(TDY)662672+102703000.23%+29
ISHARES TR1,1441,14402022300.17%+27
RELX PLC(RELX)5,9615,733-2282012270.17%+26
ENTEGRIS INC(ENTG)01,902+1,90202280.17%+228
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