Fund HoldingsAspect Partners, LLC

Total Portfolio Value
$126.75M
Total Bought
$13.22M
Total Sold
$42.26M
Net Transaction
-$29.03M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
VANGUARD TOTAL STOCK MARKET ETF35,47340,051+4,5788,41510,4098.21%+1,994
ALPHA ARCHITECT 1-3 MONTH BOX ETF
ALPHA ARCH 1-3
22,45640,730+18,2742,3614,3363.42%+1,975
ISHARES RUSSELL 2000 ETF5,16210,421+5,2591,0362,1921.73%+1,155
INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF
OPTIMUM YIELD
336,670377,029+40,3594,4785,2294.13%+752
ISHARES CORE MSCI EAFE ETF
CORE MSCI EAFE
59,68266,372+6,6904,1994,9263.89%+728
DISTILLATE SMALL/MID CASH FLOW ETF
DISTILLATE SMLMD
11,65929,656+17,9974021,0960.87%+695
ISHARES CORE MSCI EMERGING MARKETS ETF
CORE MSCI EMKT
23,80136,424+12,6231,2041,8791.48%+676
CAMBRIA FOREIGN SHAREHOLDER YIELD ETF024,090+24,09006510.51%+651
ISHARES CORE S&P SMALL CAP ETF35,05639,803+4,7473,7954,3993.47%+604
ISHARES MSCI EMERGING MARKETS ETF18,65530,107+11,4527501,2370.98%+487
ISHARES 20 YEAR TREASURY BOND ETF45,04650,917+5,8714,4544,8183.80%+364
RETURN STACKED GLOBAL STOCKS & BONDS ETF
RET STCKD GL STK
013,424+13,42403010.24%+301
ISHARES GOLD TRUST(IAU)53,23654,526+1,2902,0782,2911.81%+213
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF45,26346,616+1,3533,5913,8013.00%+209
VANGUARD U.S. MOMENTUM FACTOR ETF7,9208,192+2721,0401,2390.98%+199
DISTILLATE US FUNDAMENTAL STABILITY & VALUE ETF
DISTILLATE US
27,43428,764+1,3301,3541,5511.22%+196
ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF
CORE INTL AGGR
137,872140,736+2,8646,8667,0305.55%+164
REAL ESTATE SELECT SECTOR SPDR FUND
ST STR REAL ETF
113,128118,378+5,2504,5324,6793.69%+148
CAMBRIA SHAREHOLDER YIELD ETF16,21116,955+7441,0951,2420.98%+147
NVIDIA CORPORATION COM(NVDA)303320+171502890.23%+139
ISHARES MSCI USA MOMENTUM FACTOR ETF
MSCI USA MMENTM
4,4264,427+16948290.65%+135
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
S&P 500 DV ARIST
10,90311,502+5991,0381,1660.92%+128
SPDR PORTFOLIO TIPS ETF
ST STR TIPS ETF
34,93439,303+4,3698931,0070.79%+114
VANGUARD LONG-TERM TREASURY ETF
LONG TERM TREAS
01,611+1,6110950.08%+95
AMAZON COM INC COM(AMZN)2,9212,985+644445380.42%+95
SPDR S&P DIVIDEND ETF
ST STR SP DIV
11,96511,987+221,4951,5731.24%+78
BERKSHIRE HATHAWAY INC DEL CL B NEW1,1311,132+14034760.38%+73
ISHARES MSCI EAFE SMALL-CAP ETF12,89413,596+7027988610.68%+63
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
CORE MSCI TOTAL
10,12510,464+3396577100.56%+53
MICROSOFT CORP COM(MSFT)939949+103533990.32%+46
EXXON MOBIL CORP COM2,8042,80402803260.26%+46
CORE SCIENTIFIC INC NEW WT EXP 012329(CORZ)017,553+17,5530420.03%+42
SCHWAB U.S. LARGE-CAP ETF7,2047,20404064470.35%+41
ALPHA ARCHITECT US QUANTITATIVE VALUE ETF
US QUAN VALUE
8,9168,91603614010.32%+40
JPMORGAN CHASE & CO COM(JPM)1,3331,292-412272590.20%+32
CORE SCIENTIFIC INC NEW COM(CORZ)08,318+8,3180290.02%+29
CORE SCIENTIFIC INC NEW WT EXP 012327(CORZ)021,064+21,0640280.02%+28
ISHARES RUSSELL 1000 GROWTH ETF82582502502780.22%+28
ISHARES DOW JONES U.S. ETF2,3422,34202733000.24%+27
META PLATFORMS INC CL A(META)0156+1560760.06%+76
VSE CORP COM(VSEC)1,6941,69401091360.11%+26
INVESCO QQQ TRUST SERIES I73673603023270.26%+25
THERMO FISHER SCIENTIFIC INC COM(TMO)45945902442670.21%+23
CGI INC CL A SUB VTG(GIB)6,7806,78007277490.59%+22
INVESCO BUYBACK ACHIEVERS ETF
BUYBACK ACHIEV
2,0672,073+62052240.18%+20
ISHARES INTERNATIONAL DIVIDEND GROWTH ETF
INTL DIV GRWTH
7,8587,823-355075270.42%+20
ELI LILLY & CO COM(LLY)099+990770.06%+77
VANGUARD FTSE DEVELOPED MARKETS ETF0380+3800190.02%+19
VANGUARD SMALL-CAP ETF1,2261,22602622800.22%+19
ISHARES RUSSELL 1000 ETF70270201842020.16%+18
FIDELITY HIGH DIVIDEND ETF5,8405,84002472650.21%+18
VANGUARD REAL ESTATE ETF1,0701,295+225951120.09%+17
MERCK & CO INC COM(MRK)714714078940.07%+16
PROSHARES ULTRA DOW30
PSHS ULTRA DOW30
0176+1760150.01%+15
INTERNATIONAL BUSINESS MACHS COM(IBM)453463+1074880.07%+14
PUBLIC SVC ENTERPRISE GRP INC COM(PEG)2,2942,29401401530.12%+13
MICRON TECHNOLOGY INC COM(MU)0236+2360280.02%+28
COCA COLA CO COM(KO)5,1725,17203053160.25%+12
ADVANCED MICRO DEVICES INC COM(AMD)0332+3320600.05%+60
VANGUARD TOTAL INTERNATIONAL BOND ETF
TOTAL INT BD ETF
9,0439,303+2604464580.36%+11
DYNE THERAPEUTICS INC COM(DYN)0725+7250210.02%+21
HOME DEPOT INC COM(HD)252255+387980.08%+10
BROADCOM INC COM(AVGO)050+500660.05%+66
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS(TSM)0147+1470200.02%+20
GE AEROSPACE COM NEW(GE)0196+1960340.03%+34
NETFLIX INC COM(NFLX)067+670410.03%+41
ALPHABET INC CAP STK CL A(GOOG)646656+1090990.08%+9
VANGUARD TOTAL INTERNATIONAL STOCK ETF3,6933,69302142230.18%+9
CHEVRON CORP NEW COM(CVX)1,0041,00401501580.12%+9
PNC FINL SVCS GROUP INC COM(PNC)1,5481,536-122402480.20%+9
PROSHARES ULTRA S&P 500
PSHS ULT S&P 500
0107+107080.01%+8
MARATHON PETE CORP COM(MPC)0151+1510300.02%+30
ABBVIE INC COM(ABBV)0287+2870520.04%+52
LARIMAR THERAPEUTICS INC COM01,000+1,000080.01%+8
VANGUARD HEALTH CARE ETF
HEALTH CAR ETF
3733730941010.08%+7
NORTHROP GRUMMAN CORP COM(NOC)70270203293360.27%+7
ISHARES U.S. HOME CONSTRUCTION ETF0508+5080590.05%+59
ABRDN PHYSICAL GOLD SHARES ETF(SGOL)75,95870,928-5,0301,4991,5071.19%+7
ISHARES S&P 500 GROWTH ETF0720+7200610.05%+61
ALPHABET INC CAP STK CL C(GOOG)591591083900.07%+7
RTX CORPORATION COM(RTX)0137+1370130.01%+13
INVESCO SEMICONDUCTORS ETF
SEMICONDUCTORS
0909+9090510.04%+51
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIA)269270+11011070.08%+6
CATERPILLAR INC COM(CAT)085+850310.02%+31
ARCADIUM LITHIUM PLC COM SHS01,376+1,376060.00%+6
PROGRESSIVE CORP COM(PGR)0121+1210250.02%+25
C3 AI INC CL A(AI)01,458+1,4580390.03%+39
LINDE PLC SHS(LIN)0105+1050490.04%+49
ORACLE CORP COM(ORCL)0235+2350300.02%+30
SCHWAB FUNDAMENTAL US LARGE CO. INDEX ETF01,002+1,0020680.05%+68
BANK AMERICA CORP COM01,146+1,1460430.03%+43
TECHNIPFMC PLC COM(FTI)01,052+1,0520260.02%+26
PURE STORAGE INC CL A(P)0100+100050.00%+5
MASTERCARD INCORPORATED CL A(MA)084+840400.03%+40
WALMART INC COM(WMT)0663+6630400.03%+40
JOHNSON CTLS INTL PLC SHS
SHS
0650+6500420.03%+42
ISHARES J.P. MORGAN EM HIGH YIELD BOND ETF4,4144,41401601650.13%+5
TRANE TECHNOLOGIES PLC SHS(TT)042+420130.01%+13
ALPHA ARCHITECT U.S. QUANTITATIVE MOMENTUM ETF
US QUAN MOMENTUM
0505+5050300.02%+30
LOWES COS INC COM(LOW)0143+1430370.03%+37
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