Fund HoldingsSEVEN MILE ADVISORY

Total Portfolio Value
$131.83M
Total Bought
$17.62M
Total Sold
$3.37M
Net Transaction
+$14.26M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
NVIDIA CORPORATION COM(NVDA)11,22511,390+1655,55910,2927.81%+4,733
SPDR S&P 500 ETF TRUST(SPY)31,12131,424+30314,79216,43712.47%+1,645
AMAZON COM INC COM(AMZN)27,49427,697+2034,1774,9963.79%+819
MICROSOFT CORP COM(MSFT)14,00914,282+2735,2686,0094.56%+741
VANGUARD S&P 500 ETF11,20411,497+2934,8945,5264.19%+632
META PLATFORMS INC CL A(META)4,1744,262+881,4782,0701.57%+592
JPMORGAN CHASE & CO COM(JPM)8,9949,065+711,5301,8161.38%+286
GE AEROSPACE COM NEW(GE)01,562+1,56202740.21%+274
SPOTIFY TECHNOLOGY S A SHS(SPOT)4,8174,382-4359051,1560.88%+251
GENERAL MTRS CO COM(GM)05,413+5,41302450.19%+245
SUPER MICRO COMPUTER INC COM(SMCI)0239+23902410.18%+241
STRYKER CORPORATION COM(SYK)0649+64902320.18%+232
ELI LILLY & CO COM(LLY)1,0601,092+326188500.64%+232
LOWES COS INC COM(LOW)0884+88402250.17%+225
ALPHABET INC CAP STK CL A(GOOG)11,55312,176+6231,6141,8381.39%+224
MEDTRONIC PLC SHS(MDT)02,493+2,49302170.16%+217
CADENCE DESIGN SYSTEM INC COM(CDNS)0683+68302130.16%+213
VANGUARD SMALL CAP VALUE ETF01,106+1,10602120.16%+212
ISHARES 7-10 YEAR TREASURY BOND ETF02,186+2,18602070.16%+207
NOVO-NORDISK A S ADR(NVO)6,8707,143+2737119170.70%+206
ASTRAZENECA PLC SPONSORED ADR(AZN)03,043+3,04302060.16%+206
TOAST INC CL A(TOST)08,056+8,05602010.15%+201
NETFLIX INC COM(NFLX)2,1402,013-1271,0421,2220.93%+181
ISHARES RUSSELL 1000 GROWTH ETF5,3155,31501,6111,7911.36%+180
WILLIAMS SONOMA INC COM(WSM)1,4371,439+22904570.35%+167
ASML HOLDING N V N Y REGISTRY SHS
N Y REGISTRY SHS
669689+205066690.51%+162
MASTERCARD INCORPORATED CL A(MA)2,1952,271+769361,0940.83%+157
ALPHABET INC CAP STK CL C(GOOG)13,82713,799-281,9492,1011.59%+152
EXXON MOBIL CORP COM03,772+3,77204380.33%+438
BERKSHIRE HATHAWAY INC DEL CL B NEW02,042+2,04208590.65%+859
BROADCOM INC COM(AVGO)566583+176327730.59%+141
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF
EMGR CRE EQT MNG
142,314144,409+2,0953,4313,5702.71%+139
VANGUARD SHORT-TERM TREASURY ETF
SHORT TERM TREAS
49,17151,742+2,5712,8683,0052.28%+137
NU HLDGS LTD ORD SHS CL A(NU)019,249+19,24902300.17%+230
APPLIED MATLS INC COM2,6842,755+714355680.43%+133
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
INT-TERM CORP
34,81936,678+1,8592,8302,9532.24%+123
DISNEY WALT CO COM(DIS)3,6143,646+323264460.34%+120
JOHNSON & JOHNSON COM(JNJ)4,0864,757+6716407530.57%+112
MERCK & CO INC COM(MRK)4,5954,638+435016120.46%+111
ISHARES RUSSELL 1000 VALUE ETF7,9417,94101,3121,4221.08%+110
MICRON TECHNOLOGY INC COM(MU)3,2513,269+182773850.29%+108
ISHARES DOW JONES U.S. ETF9,3069,30601,0841,1920.90%+108
TOYOTA MOTOR CORP ADS(TM)01,356+1,35603410.26%+341
ORACLE CORP COM(ORCL)5,2365,23605526580.50%+106
SAP SE SPON ADR(SAP)2,0952,164+693244220.32%+98
SPDR PORTFOLIO S&P 500 VALUE ETF
ST STR P500VAL
27,96027,96001,3041,4011.06%+97
TECHNOLOGY SELECT SECTOR SPDR FUND
ST STR TECHN ETF
6,1306,13001,1801,2770.97%+97
WALMART INC COM(WMT)011,891+11,89107150.54%+715
VISA INC COM CL A(V)3,9384,007+691,0251,1180.85%+93
BERKSHIRE HATHAWAY INC DEL CL A01+106340.48%+634
ICL GROUP LTD SHS(ICL)016,752+16,7520900.07%+90
AMERICAN EXPRESS CO COM(AXP)2,0772,094+173894770.36%+88
BANK AMERICA CORP COM11,09312,137+1,0443744600.35%+87
ADVANCED MICRO DEVICES INC COM(AMD)2,5922,589-33824670.35%+85
COSTCO WHSL CORP NEW COM(COST)1,1291,132+37458300.63%+84
HOME DEPOT INC COM(HD)1,3311,404+734615390.41%+77
QUALCOMM INC COM(QCOM)2,2812,395+1143304050.31%+76
ABBVIE INC COM(ABBV)02,112+2,11203850.29%+385
WELLS FARGO CO NEW COM(WFC)06,200+6,20003590.27%+359
THE CIGNA GROUP COM(CI)0873+87303170.24%+317
VERIZON COMMUNICATIONS INC COM(VZ)9,2999,912+6133514160.32%+65
SALESFORCE INC COM(CRM)1,3661,410+443594250.32%+65
LAM RESEARCH CORP COM(LRCX)351349-22753390.26%+64
iShares S&P 500 Growth ETF7,0457,021-245295930.45%+64
PROCTER AND GAMBLE CO COM(PG)03,419+3,41905550.42%+555
STELLANTIS N.V SHS(STLA)10,25510,602+3472393000.23%+61
VANGUARD TOTAL BOND MARKET ETF19,05920,076+1,0171,4021,4581.11%+56
TARGET CORP COM(TGT)1,7811,749-322543100.24%+56
INTERNATIONAL BUSINESS MACHS COM(IBM)1,9201,938+183143700.28%+56
BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR(BBVA)018,441+18,44102180.17%+218
VANGUARD FTSE DEVELOPED MARKETS ETF18,78418,944+1609009500.72%+51
ISHARES CORE S&P 500 ETF1,0411,04104975470.42%+50
NEXTERA ENERGY INC COM(NEE)4,5385,049+5112763230.24%+47
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS(TSM)2,0541,914-1402142600.20%+47
AVANGRID INC COM6,5817,077+4962132580.20%+45
AT&T INC COM(T)12,60714,535+1,9282122560.19%+44
TEXAS INSTRS INC COM(TXN)02,136+2,13603720.28%+372
THERMO FISHER SCIENTIFIC INC COM(TMO)463498+352462890.22%+43
DIMENSIONAL EMERGING MARKETS SUSTAINABILITY CORE 1 ETF
EMER MARK SU ETF
20,72721,695+9686556990.53%+43
ISHARES CORE S&P MID-CAP ETF08,005+8,00504860.37%+486
INVESCO QQQ TRUST SERIES I1,2101,21004965370.41%+42
PEPSICO INC COM(PEP)02,188+2,18803830.29%+383
LINDE PLC SHS(LIN)681690+92803200.24%+41
INTUITIVE SURGICAL INC COM NEW604612+82042440.19%+40
iShares S&P 500 Value ETF3,1613,151-105505890.45%+39
DANAHER CORPORATION COM(DHR)01,381+1,38103450.26%+345
ELEVANCE HEALTH INC COM(ELV)528547+192492840.22%+35
JPMORGAN BETABUILDERS EUROPE ETF
BETA EURO ET NE
4,6404,989+3492632960.22%+34
MANULIFE FINL CORP COM(MFC)10,19810,344+1462252580.20%+33
INTUIT COM(INTU)906921+155665990.45%+32
ISHARES RUSSELL 2000 ETF3,3003,30006626940.53%+32
ISHARES MSCI JAPAN ETF
MSCI JAPAN ETF
04,365+4,36503110.24%+311
CAPITAL ONE FINL CORP COM(COF)1,5441,561+172022320.18%+30
GOLDMAN SACHS GROUP INC COM(GS)0640+64002670.20%+267
MORGAN STANLEY COM NEW(MS)2,2872,573+2862132420.18%+29
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF
EMERGING MKTS CO
014,820+14,82003780.29%+378
ABBOTT LABS COM2,8963,046+1503193460.26%+27
LAUDER ESTEE COS INC CL A(EL)02,143+2,14303300.25%+330
BANCO SANTANDER S.A. ADR(SAN)035,514+35,51401720.13%+172
DFA U.S. Small Cap ETF
US SMALL CAP ETF
9,4679,482+155645910.45%+27
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