Fund HoldingsFirst National Advisers, LLC

Total Portfolio Value
$624.73M
Total Bought
$80.38M
Total Sold
$56.30M
Net Transaction
+$24.08M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
1,087,1211,165,559+78,43831,74436,4015.83%+4,657
COCA COLA CO(KO)067,501+67,50104,8340.77%+4,834
CORNING INC(GLW)055,104+55,10402,5220.40%+2,522
TEXAS ROADHOUSE INC(TXRH)013,063+13,06302,1770.35%+2,177
BERKSHIRE HATHAWAY INC DEL016+16012,7752.04%+12,775
SHARKNINJA INC(SN)020,058+20,05801,6730.27%+1,673
AMGEN INC(AMGN)020,589+20,58906,4141.03%+6,414
CHURCH & DWIGHT CO INC(CHD)30,48442,984+12,5003,1924,7320.76%+1,540
INGERSOLL RAND INC(IR)16,27837,001+20,7231,4722,9610.47%+1,489
UFP TECHNOLOGIES INC(UFPT)2,3379,767+7,4305711,9700.32%+1,398
T-MOBILE US INC(TMUS)6,41010,061+3,6511,4152,6830.43%+1,268
BROADCOM INC(AVGO)2,0509,651+7,6014751,6150.26%+1,140
VERIZON COMMUNICATIONS INC(VZ)093,182+93,18204,2270.68%+4,227
BROWN & BROWN INC(BRO)035,262+35,26204,3870.70%+4,387
ATMOS ENERGY CORP(ATO)15,37920,573+5,1942,1423,1810.51%+1,038
ICON PLC(ICLR)05,598+5,59809800.16%+980
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
0218,895+218,895012,5082.00%+12,508
IDACORP INC(IDA)07,905+7,90509190.15%+919
BROADRIDGE FINL SOLUTIONS IN(BR)016,018+16,01803,8830.62%+3,883
MARKEL GROUP INC(MKL)01,642+1,64203,0700.49%+3,070
BURLINGTON STORES INC(BURL)03,546+3,54608450.14%+845
TRACTOR SUPPLY CO(TSCO)020,198+20,19801,1130.18%+1,113
CHUBB LIMITED
COM
12,72114,189+1,4683,5154,2850.69%+770
BERKSHIRE HATHAWAY INC DEL09,308+9,30804,9570.79%+4,957
OLLIES BARGAIN OUTLET HLDGS(OLLI)06,530+6,53007600.12%+760
STIFEL FINL CORP(SF)07,830+7,83007380.12%+738
UNITED THERAPEUTICS CORP DEL(UTHR)4,7137,786+3,0731,6632,4000.38%+737
FRANKLIN ELEC INC(FELE)07,773+7,77307300.12%+730
ABBOTT LABS70,60165,629-4,9727,9858,7061.39%+721
NEXTERA ENERGY INC(NEE)095,478+95,47806,7691.08%+6,769
CASEYS GEN STORES INC(CASY)01,541+1,54106690.11%+669
SUN CMNTYS INC(SUI)016,337+16,33702,1020.34%+2,102
EXLSERVICE HOLDINGS INC(EXLS)014,049+14,04906630.11%+663
PTC INC(PTC)013,956+13,95602,1620.35%+2,162
CHEVRON CORP NEW(CVX)025,972+25,97204,3450.70%+4,345
AGREE RLTY CORP07,494+7,49405780.09%+578
SOUTHSTATE CORPORATION06,077+6,07705640.09%+564
DORMAN PRODS INC(DORM)04,593+4,59305540.09%+554
SELECTIVE INS GROUP INC(SIGI)05,916+5,91605420.09%+542
PERMIAN RESOURCES CORP(PR)038,716+38,71605360.09%+536
WASTE MGMT INC DEL(WM)20,20219,867-3354,0764,5990.74%+523
CARLISLE COS INC(CSL)01,514+1,51405160.08%+516
LAMAR ADVERTISING CO NEW(LAMR)04,408+4,40805020.08%+502
LITTELFUSE INC(LFUS)010,971+10,97102,1590.35%+2,159
CACI INTL INC(CACI)01,349+1,34904950.08%+495
TETRA TECH INC NEW(TTEK)016,767+16,76704900.08%+490
CULLEN FROST BANKERS INC(CFR)21,00826,428+5,4202,8213,3090.53%+488
AMERICAN TOWER CORP NEW(AMT)012,753+12,75302,7750.44%+2,775
RPM INTL INC(RPM)014,340+14,34001,6590.27%+1,659
REVVITY INC(RVTY)015,225+15,22501,6110.26%+1,611
MOELIS & CO(MC)07,825+7,82504570.07%+457
ENOVIS CORPORATION(ENOV)011,889+11,88904540.07%+454
LINDE PLC(LIN)09,579+9,57904,4600.71%+4,460
ENPRO INC(NPO)02,717+2,71704400.07%+440
CME GROUP INC(CME)014,663+14,66303,8900.62%+3,890
INTEGER HLDGS CORP(ITGR)03,691+3,69104360.07%+436
JONES LANG LASALLE INC(JLL)06,999+6,99901,7350.28%+1,735
WYNDHAM HOTELS & RESORTS INC(WH)04,700+4,70004250.07%+425
SOUTHERN CO(SO)037,875+37,87503,4830.56%+3,483
BALCHEM CORP02,532+2,53204200.07%+420
CONOCOPHILLIPS(COP)22,01724,754+2,7372,1832,6000.42%+417
ENERSYS(ENS)04,549+4,54904170.07%+417
ICF INTL INC(ICFI)04,792+4,79204070.07%+407
MOLINA HEALTHCARE INC(MOH)01,219+1,21904020.06%+402
SPDR S&P 500 ETF TR(SPY)5431,283+7403187180.11%+399
EOG RES INC(EOG)38,19339,604+1,4114,6825,0790.81%+397
CINTAS CORP(CTAS)019,440+19,44003,9960.64%+3,996
TRAVELERS COMPANIES INC(TRV)08,661+8,66102,2900.37%+2,290
POWER INTEGRATIONS INC(POWI)07,638+7,63803860.06%+386
BLACKBAUD INC(BLKB)06,056+6,05603760.06%+376
MONDELEZ INTL INC(MDLZ)34,43635,850+1,4142,0572,4320.39%+375
UMB FINL CORP(UMBF)03,675+3,67503720.06%+372
QUALYS INC(QLYS)02,927+2,92703690.06%+369
LANCASTER COLONY CORP(MZTI)02,023+2,02303540.06%+354
NEXSTAR MEDIA GROUP INC(NXST)01,969+1,96903530.06%+353
LINCOLN ELEC HLDGS INC(LECO)01,865+1,86503530.06%+353
FORTUNE BRANDS INNOVATIONS I(FBIN)05,770+5,77003510.06%+351
NORTHERN OIL & GAS INC(NOG)011,374+11,37403440.06%+344
ATLANTIC UN BANKSHARES CORP(AUB)010,998+10,99803420.05%+342
SM ENERGY CO(SM)011,318+11,31803390.05%+339
ONTO INNOVATION INC(ONTO)02,772+2,77203360.05%+336
DOMINOS PIZZA INC(DPZ)0719+71903300.05%+330
TOPBUILD CORP01,022+1,02203120.05%+312
CDW CORP(CDW)019,594+19,59403,1400.50%+3,140
MEDTRONIC PLC(MDT)028,580+28,58002,5680.41%+2,568
NORTHERN TR CORP(NTRS)02,843+2,84302800.04%+280
AMBARELLA INC(AMBA)05,495+5,49502770.04%+277
ROBERT HALF INC.(RHI)042,241+42,24102,3040.37%+2,304
LEIDOS HOLDINGS INC(LDOS)02,041+2,04102750.04%+275
BECTON DICKINSON & CO(BDX)01,187+1,18702720.04%+272
PAYCHEX INC(PAYX)08,731+8,73101,3470.22%+1,347
FISERV INC(FISV)22,16921,793-3764,5544,8130.77%+259
OREILLY AUTOMOTIVE INC(ORLY)3,4032,989-4144,0364,2820.69%+247
FIRST INDL RLTY TR INC(FR)051,198+51,19802,7630.44%+2,763
MASTERCARD INCORPORATED(MA)13,78113,684-977,2577,5011.20%+244
ROPER TECHNOLOGIES INC(ROP)2,6812,766+851,3941,6310.26%+237
INTERCONTINENTAL EXCHANGE IN(ICE)9,9629,977+151,4841,7210.28%+237
DIODES INC(DIOD)05,469+5,46902360.04%+236
VANGUARD INDEX FDS4,9845,679+6952,6852,9180.47%+233
PROCTER AND GAMBLE CO(PG)015,399+15,39902,6240.42%+2,624
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