Fund HoldingsAspect Partners, LLC

Total Portfolio Value
$168.02M
Total Bought
$46.51M
Total Sold
$5.10M
Net Transaction
+$41.41M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
SPDR S&P 500 ETF TRUST(SPY)061,135+61,135033,27119.80%+33,271
ISHARES MSCI EAFE ETF0154,824+154,824012,1277.22%+12,127
ISHARES MSCI EAFE SMALL-CAP ETF13,596174,579+160,98386110,7616.40%+9,900
RETURN STACKED GLOBAL STOCKS & BONDS ETF
RET STCKD GL STK
13,424122,963+109,5393012,7901.66%+2,489
VANGUARD TOTAL STOCK MARKET ETF40,05147,048+6,99710,40912,5867.49%+2,177
DISTILLATE SMALL/MID CASH FLOW ETF
DISTILLATE SMLMD
29,65691,210+61,5541,0963,1661.88%+2,070
CAMBRIA FOREIGN SHAREHOLDER YIELD ETF24,09083,265+59,1756512,2001.31%+1,549
VANGUARD LONG-TERM TREASURY ETF
LONG TERM TREAS
1,61114,740+13,129958500.51%+755
INVESCO QQQ TRUST SERIES I7361,791+1,0553278580.51%+531
DISTILLATE US FUNDAMENTAL STABILITY & VALUE ETF
DISTILLATE US
28,76439,775+11,0111,5512,0441.22%+493
INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF
OPTIMUM YIELD
377,029402,901+25,8725,2295,6613.37%+431
C3 AI INC CL A(AI)1,45816,184+14,726394690.28%+429
ISHARES MSCI EMERGING MARKETS ETF30,10736,146+6,0391,2371,5390.92%+303
ISHARES CORE S&P SMALL CAP ETF39,80343,382+3,5794,3994,6272.75%+228
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF46,61649,544+2,9283,8014,0272.40%+226
CORE SCIENTIFIC INC NEW WT EXP 012329(CORZ)17,55327,387+9,834422380.14%+196
DOMINION ENERGY INC COM(D)04,438+4,43802170.13%+217
ISHARES GOLD TRUST(IAU)54,52654,818+2922,2912,4081.43%+118
ABRDN PHYSICAL GOLD SHARES ETF(SGOL)70,92872,945+2,0171,5071,6210.96%+114
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
CORE MSCI TOTAL
10,46411,833+1,3697107990.48%+89
NVIDIA CORPORATION COM(NVDA)3203,046+2,7262893760.22%+87
APPLE INC COM(AAPL)02,010+2,01004230.25%+423
PIMCO 15 YEAR US TIPS INDEX EXCHANGE-TRADED FUND
15+ YR US TIPS
012,081+12,08106530.39%+653
SPDR FTSE INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETF
ST STR FTSE ETF
024,681+24,68109500.57%+950
SPDR GOLD SHARES(GLD)09,780+9,78002,1031.25%+2,103
ISHARES 7-10 YEAR TREASURY BOND ETF0522+5220490.03%+49
CORE SCIENTIFIC INC NEW COM(CORZ)8,3188,318029770.05%+48
VANGUARD U.S. MOMENTUM FACTOR ETF8,1928,558+3661,2391,2850.77%+46
VANECK EMERGING MARKETS HIGH YIELD BOND ETF
EMERGING MRKT HI
051,341+51,34109830.58%+983
AMAZON COM INC COM(AMZN)2,9852,999+145385800.34%+41
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
S&P 500 DV ARIST
11,50212,513+1,0111,1661,2030.72%+36
ISHARES CORE MSCI EMERGING MARKETS ETF
CORE MSCI EMKT
36,42435,770-6541,8791,9151.14%+35
ISHARES MSCI USA MOMENTUM FACTOR ETF
MSCI USA MMENTM
4,4274,42708298630.51%+33
MICROSOFT CORP COM(MSFT)94994903994240.25%+25
TESLA INC COM(TSLA)0208+2080410.02%+41
VANGUARD TOTAL INTERNATIONAL BOND ETF
TOTAL INT BD ETF
9,3039,895+5924584820.29%+24
CAMBRIA SHAREHOLDER YIELD ETF16,95518,527+1,5721,2421,2650.75%+23
ISHARES RUSSELL 1000 GROWTH ETF82582502783010.18%+23
ALPHABET INC CAP STK CL C(GOOG)591611+20901120.07%+22
ALPHABET INC CAP STK CL A(GOOG)6566560991190.07%+20
QUALCOMM INC COM(QCOM)0177+1770350.02%+35
AMGEN INC COM(AMGN)0579+57901810.11%+181
PUBLIC SVC ENTERPRISE GRP INC COM(PEG)2,2942,29401531690.10%+16
SCHWAB U.S. LARGE-CAP ETF7,2047,20404474630.28%+16
MICRON TECHNOLOGY INC COM(MU)236330+9428430.03%+16
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS(TSM)147197+5020340.02%+14
VSE CORP COM(VSEC)1,6941,69401361500.09%+14
BROADCOM INC COM(AVGO)5050066800.05%+14
PROSHARES ULTRA S&P 500
PSHS ULT S&P 500
107257+1508210.01%+13
COCA COLA CO COM(KO)5,1725,17203163290.20%+13
ELI LILLY & CO COM(LLY)9999077900.05%+13
COINBASE GLOBAL INC COM CL A(COIN)050+500110.01%+11
ISHARES SILVER TRUST(SLV)07,394+7,39401960.12%+196
ISHARES DOW JONES U.S. ETF2,3422,34203003100.18%+10
CROWDSTRIKE HLDGS INC CL A(CRWD)025+250100.01%+10
GE VERNOVA INC COM(GEV)054+54090.01%+9
HONEYWELL INTL INC COM(HON)01,107+1,10702360.14%+236
ISHARES RUSSELL 2000 ETF10,42110,845+4242,1922,2001.31%+9
FIDELITY HIGH DIVIDEND ETF5,8405,84002652730.16%+9
PALO ALTO NETWORKS INC COM(PANW)0156+1560530.03%+53
FORMFACTOR INC COM(FORM)0200+2000120.01%+12
AVANTIS U.S. LARGE CAP VALUE ETF0113+113070.00%+7
AVANTIS REAL ESTATE ETF0296+2960120.01%+12
DRAFTKINGS INC NEW COM CL A(DKNG)0285+2850110.01%+11
GOLDMAN SACHS GROUP INC COM(GS)053+530240.01%+24
ISHARES RUSSELL 1000 ETF70270202022090.12%+7
ARISTA NETWORKS INC COM052+520180.01%+18
AMERICAN INTL GROUP INC COM NEW079+79060.00%+6
INVESCO SEMICONDUCTORS ETF
SEMICONDUCTORS
909910+151570.03%+6
DIMENSIONAL US HIGH PROFITABILITY ETF
US HIGH PROF ETF
0183+183060.00%+6
ISHARES S&P 500 GROWTH ETF720720061670.04%+6
BOSTON SCIENTIFIC CORP COM(BSX)0232+2320180.01%+18
COSTCO WHSL CORP NEW COM(COST)047+470400.02%+40
ISHARES INTERNATIONAL DIVIDEND GROWTH ETF
INTL DIV GRWTH
7,8237,893+705275320.32%+5
AGIOS PHARMACEUTICALS INC COM(AGIO)0361+3610160.01%+16
DYNE THERAPEUTICS INC COM(DYN)725725021260.02%+5
WALMART INC COM(WMT)663663040450.03%+5
UBER TECHNOLOGIES INC COM(UBER)0133+1330100.01%+10
REAL ESTATE SELECT SECTOR SPDR FUND
ST STR REAL ETF
118,378121,954+3,5764,6794,6842.79%+5
UNITEDHEALTH GROUP INC COM(UNH)0319+31901620.10%+162
NETFLIX INC COM(NFLX)6767041450.03%+5
ROYAL CARIBBEAN GROUP COM
COM
0133+1330210.01%+21
LAM RESEARCH CORP COM(LRCX)024+240260.02%+26
CRISPR THERAPEUTICS AG NAMEN AKT(CRSP)0200+2000110.01%+11
PROCTER AND GAMBLE CO COM(PG)0257+2570420.03%+42
FIRST SOLAR INC COM(FSLR)017+17040.00%+4
ALPHA ARCHITECT INTERNATIONAL QUANTITATIVE MOMENTUM ETF
INTL QUAN MOMNTM
0135+135040.00%+4
ORACLE CORP COM(ORCL)235235030330.02%+4
ALPHA ARCHITECT INTERNATIONAL QUANTITATIVE VALUE ETF
INTL QUAN VALUE
0147+147040.00%+4
JUNIPER NETWORKS INC COM0100+100040.00%+4
BIO-TECHNE CORP COM(TECH)050+50040.00%+4
TEXAS INSTRS INC COM(TXN)0159+1590310.02%+31
WELLTOWER INC COM(WELL)042+42040.00%+4
MAPLEBEAR INC COM(CART)0100+100030.00%+3
XYLEM INC COM(XYL)023+23030.00%+3
META PLATFORMS INC CL A(META)156156076790.05%+3
FIRST TR INTER DURATN PFD & IN COM(FPF)0350+350060.00%+6
BANK AMERICA CORP COM1,1461,164+1843460.03%+3
ADOBE INC COM(ADBE)055+550310.02%+31
UIPATH INC CL A(PATH)0500+500060.00%+6
Page 1 of 1