Fund HoldingsAspect Partners, LLC

Total Portfolio Value
$202.84M
Total Bought
$52.66M
Total Sold
$26.13M
Net Transaction
+$26.53M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
ISHARES MSCI EAFE SMALL-CAP ETF0235,549+235,549017,1208.44%+17,120
ISHARES CORE MSCI EAFE ETF
CORE MSCI EAFE
106,101176,342+70,2418,02714,7217.26%+6,695
ALPHA ARCHITECT 1-3 MONTH BOX ETF
ALPHA ARCH 1-3
46,43395,093+48,6605,17710,7155.28%+5,538
ISHARES TREASURY FLOATING RATE BOND ETF
TRS FLT RT BD
098,182+98,18204,9732.45%+4,973
VANGUARD TOTAL STOCK MARKET ETF47,93353,218+5,28513,17416,1747.97%+3,001
ISHARES 7-10 YEAR TREASURY BOND ETF020,585+20,58501,9710.97%+1,971
RETURN STACKED GLOBAL STOCKS & BONDS ETF
RET STCKD GL STK
0261,217+261,21706,8463.38%+6,846
VANGUARD INFORMATION TECHNOLOGY ETF
INF TECH ETF
01,303+1,30308640.43%+864
ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF
CORE INTL AGGR
167,832180,687+12,8558,3909,2314.55%+841
ISHARES CORE S&P SMALL CAP ETF049,150+49,15005,3722.65%+5,372
INVESCO QQQ TRUST SERIES I2,4383,111+6731,1431,7160.85%+573
ISHARES 20 YEAR TREASURY BOND ETF43,95951,297+7,3384,0024,5272.23%+525
ISHARES S&P GSCI COMMODITY INDEXED TRUST(GSG)023,795+23,79505240.26%+524
SCHWAB INTERNATIONAL EQUITY ETF1,64721,028+19,381334650.23%+432
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF047,414+47,41404,2732.11%+4,273
ISHARES GOLD TRUST(IAU)64,59167,121+2,5303,8084,1862.06%+377
CAMBRIA FOREIGN SHAREHOLDER YIELD ETF98,794103,622+4,8282,6613,0301.49%+369
CORE SCIENTIFIC INC NEW COM(CORZ)036,340+36,34006200.31%+620
ISHARES RUSSELL 2000 ETF03,820+3,82008240.41%+824
ISHARES CORE U.S. AGGREGATE BOND ETF39,82643,231+3,4053,9404,2892.11%+349
DISTILLATE SMALL/MID CASH FLOW ETF
DISTILLATE SMLMD
0130,725+130,72504,2512.10%+4,251
MICROSOFT CORP COM(MSFT)01,282+1,28206370.31%+637
VANGUARD U.S. MOMENTUM FACTOR ETF07,991+7,99101,3790.68%+1,379
NVIDIA CORPORATION COM(NVDA)5,8125,643-1696308920.44%+262
DISTILLATE US FUNDAMENTAL STABILITY & VALUE ETF
DISTILLATE US
044,727+44,72702,4761.22%+2,476
CAMBRIA SHAREHOLDER YIELD ETF019,510+19,51001,2690.63%+1,269
ISHARES CORE MSCI EMERGING MARKETS ETF
CORE MSCI EMKT
32,29433,093+7991,7431,9870.98%+244
INVESCO WATER RESOURCES ETF
WATER RES ETF
03,000+3,00002100.10%+210
ELI LILLY & CO COM(LLY)95345+250782690.13%+190
FIRST TRUST PREFERRED SECURITIES & INCOME ETF010,287+10,28701830.09%+183
AMAZON COM INC COM(AMZN)03,454+3,45407580.37%+758
LOWES COS INC COM(LOW)0936+93602080.10%+208
ISHARES MSCI USA MOMENTUM FACTOR ETF
MSCI USA MMENTM
04,428+4,42801,0640.52%+1,064
VANGUARD FINANCIALS ETF
FINANCIALS ETF
01,306+1,30601660.08%+166
ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST(IAU)04,985+4,98501640.08%+164
FIRST TRUST DOW JONES INTERNET INDEX FUND0600+60001620.08%+162
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
S&P 500 DV ARIST
012,308+12,30801,2390.61%+1,239
AMPLIFY CYBERSECURITY ETF01,500+1,50001300.06%+130
ORACLE CORP COM(ORCL)0696+69601520.08%+152
REAL ESTATE SELECT SECTOR SPDR FUND
ST STR REAL ETF
115,730119,567+3,8374,8434,9522.44%+109
VANGUARD SMALL-CAP ETF01,592+1,59203770.19%+377
LOCKHEED MARTIN CORP COM(LMT)0247+24701140.06%+114
VANGUARD MID-CAP ETF0367+36701030.05%+103
AMGEN INC COM(AMGN)578987+4091802760.14%+96
ISHARES MORNINGSTAR GROWTH ETF04,755+4,75504610.23%+461
NRG ENERGY INC COM NEW(NRG)0524+5240840.04%+84
VANGUARD INDUSTRIALS ETF
INDUSTRIAL ETF
0250+2500700.03%+70
JPMORGAN CHASE & CO. COM(JPM)1,2021,257+552953640.18%+70
VANGUARD HEALTH CARE ETF
HEALTH CAR ETF
651973+3221722420.12%+69
PALANTIR TECHNOLOGIES INC CL A(PLTR)1,0821,178+96911610.08%+69
AT&T INC COM(T)1312,352+2,2214680.03%+64
ISHARES MSCI GLOBAL GOLD MINERS ETF
MSCI GBL GOLD MN
11,31311,31304344950.24%+61
DIMENSIONAL U.S. EQUITY MARKET ETF
US EQUI MARK ETF
08,635+8,63505790.29%+579
ABBOTT LABS COM137538+40118730.04%+55
BROADCOM INC COM(AVGO)0505+50501390.07%+139
ISHARES RUSSELL 1000 GROWTH ETF0825+82503500.17%+350
SCHWAB U.S. LARGE-CAP ETF021,612+21,61205280.26%+528
DIMENSIONAL US CORE EQUITY MARKET ETF
US CORE EQT MKT
012,874+12,87405450.27%+545
ALPHABET INC CAP STK CL A(GOOG)0865+86501520.08%+152
PROCTER AND GAMBLE CO COM(PG)0557+5570890.04%+89
ISHARES INTERNATIONAL DIVIDEND GROWTH ETF
INTL DIV GRWTH
7,8487,816-325696170.30%+48
VANECK GOLD MINERS ETF
GOLD MINERS ETF
5,3645,572+2082472900.14%+43
INTERNATIONAL BUSINESS MACHS COM(IBM)514578+641281700.08%+43
ISHARES MSCI EMERGING MARKETS ETF51,44647,453-3,9932,2482,2891.13%+41
JOHNSON & JOHNSON COM(JNJ)572872+300951330.07%+38
HONEYWELL INTL INC COM(HON)01,161+1,16102700.13%+270
ISHARES DOW JONES U.S. ETF02,342+2,34203530.17%+353
CGI INC CL A SUB VTG(GIB)06,780+6,78007110.35%+711
ABBVIE INC COM(ABBV)249461+21252860.04%+33
VERIZON COMMUNICATIONS INC COM(VZ)6,0537,065+1,0122753060.15%+31
MARTIN MARIETTA MATLS INC COM(MLM)064+640350.02%+35
FLEXSHARES INTERNATIONAL QUALITY DIVIDEND INDEX FUND
INTL QLTDV IDX
01,107+1,1070300.01%+30
INVESCO CEF INCOME COMPOSITE ETF0980+9800300.01%+30
YUM BRANDS INC COM(YUM)130330+20020490.02%+28
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
INT-TERM CORP
0343+3430280.01%+28
PNC FINL SVCS GROUP INC COM(PNC)01,609+1,60903000.15%+300
NETFLIX INC COM(NFLX)080+8001070.05%+107
VISA INC COM CL A(V)235306+71821090.05%+26
VANGUARD TOTAL INTERNATIONAL STOCK ETF3,7603,76002332600.13%+26
AUTOZONE INC COM(AZO)08+80300.01%+30
META PLATFORMS INC CL A(META)0179+17901320.07%+132
PFIZER INC COM(PFE)01,806+1,8060440.02%+44
JANUS HENDERSON AAA CLO ETF
HENDRSON AAA CL
0467+4670240.01%+24
INVESCO BUYBACK ACHIEVERS ETF
BUYBACK ACHIEV
02,098+2,09802590.13%+259
WALMART INC COM(WMT)0808+8080790.04%+79
FIRST TRUST DOW JONES SELECT MICROCAP INDEX FUND
COM SHS ANNUAL
02,489+2,48901780.09%+178
WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND(WT)03,364+3,36401860.09%+186
ISHARES RUSSELL 1000 ETF0702+70202380.12%+238
CISCO SYS INC COM(CSCO)01,022+1,0220710.03%+71
CLOUDFLARE INC CL A COM(NET)0250+2500490.02%+49
MONDELEZ INTL INC CL A(MDLZ)0474+4740320.02%+32
SPDR PORTFOLIO EMERGING MARKETS ETF
ST PORT MARK ETF
6,0746,07402392600.13%+20
MORGAN STANLEY COM NEW(MS)0291+2910410.02%+41
VANGUARD SHORT-TERM CORPORATE BOND ETF
SHRT TRM CORP BD
0248+2480200.01%+20
VANGUARD LONG-TERM CORPORATE BOND ETF
LG-TERM COR BD
0254+2540190.01%+19
PEPSICO INC COM(PEP)0697+6970920.05%+92
ROSS STORES INC COM(ROST)0204+2040260.01%+26
BANK AMERICA CORP COM01,235+1,2350580.03%+58
SOFI TECHNOLOGIES INC COM(SOFI)3381,203+8654220.01%+18
WILLIAMS COS INC COM(WMB)0582+5820370.02%+37
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