Fund HoldingsAspect Partners, LLC

Total Portfolio Value
$173.14M
Total Bought
$27.59M
Total Sold
$31.37M
Net Transaction
-$3.79M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF579193,776+193,1976520,70311.96%+20,638
ISHARES MSCI EMERGING MARKETS ETF051,471+51,47102,1531.24%+2,153
VANGUARD S&P 500 ETF01,040+1,04005600.32%+560
ISHARES MORNINGSTAR GROWTH ETF04,755+4,75504260.25%+426
VANGUARD LONG-TERM TREASURY ETF
LONG TERM TREAS
016,338+16,33809040.52%+904
INVESCO S&P 500 REVENUE ETF
S&P 500 REVENUE
02,652+2,65202600.15%+260
SPDR PORTFOLIO EMERGING MARKETS ETF
ST PORT MARK ETF
06,074+6,07402330.13%+233
INVESCO QQQ TRUST SERIES I1,9342,214+2809441,1320.65%+188
VANGUARD TAX-EXEMPT BOND ETF03,233+3,23301620.09%+162
FIDELITY TOTAL BOND ETF03,096+3,09601390.08%+139
ALPHA ARCHITECT 1-3 MONTH BOX ETF
ALPHA ARCH 1-3
36,15736,929+7723,9394,0732.35%+134
ISHARES MORNINGSTAR VALUE ETF01,273+1,27301030.06%+103
AMAZON COM INC COM(AMZN)03,024+3,02406630.38%+663
VANGUARD TOTAL BOND MARKET ETF04,743+4,74303410.20%+341
NVIDIA CORPORATION COM(NVDA)03,398+3,39804560.26%+456
CORE SCIENTIFIC INC NEW COM(CORZ)35,67835,67804235010.29%+78
PALANTIR TECHNOLOGIES INC CL A(PLTR)3001,087+78711820.05%+71
DISTILLATE US FUNDAMENTAL STABILITY & VALUE ETF
DISTILLATE US
41,09843,724+2,6262,3312,4011.39%+70
VANGUARD CONSUMER STAPLES ETF
CONSUM STP ETF
0279+2790590.03%+59
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF0555+5550560.03%+56
EXXON MOBIL CORP COM03,601+3,60103870.22%+387
FIDELITY WISE ORIGIN BITCOIN FUND(FBTC)0660+6600540.03%+54
ISHARES RUSSELL 2000 ETF10,54610,779+2332,3302,3821.38%+52
ALPHA ARCHITECT U.S. QUANTITATIVE MOMENTUM ETF
US QUAN MOMENTUM
01,312+1,3120840.05%+84
DIMENSIONAL ULTRASHORT FIXED INCOME ETF
ULTR FIX INC ETF
0951+9510480.03%+48
NETFLIX INC COM(NFLX)77115+38551030.06%+48
INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF
OPTIMUM YIELD
475,395494,930+19,5356,3856,4293.71%+45
SCHWAB U.S. SMALL-CAP ETF02,396+2,3960620.04%+62
DISTILLATE SMALL/MID CASH FLOW ETF
DISTILLATE SMLMD
119,175124,082+4,9074,2974,3372.50%+39
TESLA INC COM(TSLA)242250+8631010.06%+38
PROSHARES SHORT RUSSELL2000
SHRT RUSSELL2000
01,975+1,9750370.02%+37
ISHARES U.S. MEDICAL DEVICES ETF0600+6000350.02%+35
GOLDMAN SACHS GROUP INC COM(GS)71122+5135700.04%+35
BROADCOM INC COM(AVGO)0515+51501190.07%+119
META PLATFORMS INC CL A(META)161214+53921250.07%+33
JPMORGAN CHASE & CO. COM(JPM)01,209+1,20902900.17%+290
APPLE INC COM(AAPL)2,0832,067-164855180.30%+32
ALPHA ARCHITECT US QUANTITATIVE VALUE ETF
US QUAN VALUE
8,9069,911+1,0054114420.26%+32
MICROSTRATEGY INC CL A NEW(MSTR)097+970280.02%+28
TARGA RES CORP COM(TRGP)90220+13013390.02%+26
SCHWAB SHORT-TERM US TREASURY ETF01,068+1,0680260.01%+26
VANGUARD S&P 500 VALUE ETF0136+1360250.01%+25
ISHARES RUSSELL 1000 GROWTH ETF82582503103310.19%+22
HONEYWELL INTL INC COM(HON)01,107+1,10702500.14%+250
DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF
INTL SMALL CAP V
01,444+1,4440380.02%+38
VSE CORP COM(VSEC)01,681+1,68101600.09%+160
ARISTA NETWORKS INC COM SHS(ANET)0161+1610180.01%+18
ISHARES MSCI USA MOMENTUM FACTOR ETF
MSCI USA MMENTM
4,4294,425-48989160.53%+18
AVANTIS REAL ESTATE ETF0756+7560320.02%+32
DIMENSIONAL U.S. TARGETED VALUE ETF
US TARGETED VLU
0519+5190290.02%+29
GLOBAL X URANIUM ETF
GLOBAL X URANIUM
0650+6500170.01%+17
ALPHA ARCHITECT INTERNATIONAL QUANTITATIVE MOMENTUM ETF
INTL QUAN MOMNTM
0847+8470220.01%+22
ALPHA ARCHITECT INTERNATIONAL QUANTITATIVE VALUE ETF
INTL QUAN VALUE
0934+9340220.01%+22
ALPHABET INC CAP STK CL C(GOOG)0600+60001140.07%+114
PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND
INTER MUN BD ACT
0286+2860150.01%+15
DIMENSIONAL U.S. EQUITY MARKET ETF
US EQUI MARK ETF
8,6358,63505375500.32%+13
AVANTIS U.S. LARGE CAP VALUE ETF0325+3250220.01%+22
MARVELL TECHNOLOGY INC COM(MRVL)0135+1350150.01%+15
ALPHABET INC CAP STK CL A(GOOG)0669+66901270.07%+127
VANGUARD U.S. MOMENTUM FACTOR ETF8,5228,421-1011,3721,3840.80%+13
PNC FINL SVCS GROUP INC COM(PNC)1,5371,53702842960.17%+12
SCHWAB U.S. LARGE-CAP ETF7,20421,612+14,4084895010.29%+12
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS(TSM)241271+3042540.03%+12
RIGETTI COMPUTING INC COMMON STOCK(RGTI)0750+7500110.01%+11
SALESFORCE INC COM(CRM)0120+1200400.02%+40
FIDELITY CRYPTO INDUSTRY AND DIGITAL PAYMENTS ETF0350+3500110.01%+11
BOEING CO COM(BA)0242+2420430.02%+43
DATADOG INC CL A COM(DDOG)072+720100.01%+10
WALMART INC COM(WMT)663706+4354640.04%+10
ROBINHOOD MKTS INC COM CL A(HOOD)0275+2750100.01%+10
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF
EMERGING MKTS CO
0732+7320190.01%+19
FIRST TRUST DOW JONES SELECT MICROCAP INDEX FUND
COM SHS ANNUAL
2,4892,48901601700.10%+10
SOUNDHOUND AI INC CLASS A COM(SOUN)0500+5000100.01%+10
VISA INC COM CL A(V)0233+2330740.04%+74
AXON ENTERPRISE INC COM(AXON)016+160100.01%+10
DIMENSIONAL US HIGH PROFITABILITY ETF
US HIGH PROF ETF
0466+4660160.01%+16
TRACTOR SUPPLY CO COM(TSCO)0175+175090.01%+9
ISHARES DOW JONES U.S. ETF2,3422,34203273350.19%+8
ERSHARES PRIVATE-PUBLIC CROSSOVER ETF0450+450080.00%+8
ROYAL CARIBBEAN GROUP COM
COM
0140+1400320.02%+32
CLOUDFLARE INC CL A COM(NET)0250+2500270.02%+27
ZSCALER INC COM(ZS)035+35060.00%+6
VANGUARD INFORMATION TECHNOLOGY ETF
INF TECH ETF
010+10060.00%+6
TRUMP MEDIA & TECHNOLOGY GROUP COM(DJT)0160+160050.00%+5
ISHARES RUSSELL 1000 ETF70270202212260.13%+5
TERAWULF INC COM(WULF)5,4705,470026310.02%+5
CYBERARK SOFTWARE LTD SHS015+15050.00%+5
EMCOR GROUP INC COM(EME)011+11050.00%+5
BANK AMERICA CORP COM01,164+1,1640510.03%+51
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF0100+100050.00%+5
AMKOR TECHNOLOGY INC COM0181+181050.00%+5
PURE STORAGE INC CL A(P)0155+1550100.01%+10
ISHARES S&P 500 GROWTH ETF0720+7200730.04%+73
VIRTUS INFRACAP U.S. PREFERRED STOCK ETF
VIRTUS INFRCAP
01,001+1,0010220.01%+22
GE VERNOVA INC COM(GEV)054+540180.01%+18
VANECK BDC INCOME ETF
BDC INCOME ETF
0722+7220120.01%+12
PROSHARES ULTRA S&P 500
PSHS ULT S&P 500
042+42040.00%+4
MORGAN STANLEY COM NEW(MS)0177+1770220.01%+22
VANGUARD SMALL-CAP ETF1,2261,22602912950.17%+4
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
ORD SHS
053+53050.00%+5
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