Fund HoldingsSEVEN MILE ADVISORY

Total Portfolio Value
$135.99M
Total Bought
$11.26M
Total Sold
$8.99M
Net Transaction
+$2.27M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
NVIDIA CORPORATION COM(NVDA)11,390114,674+103,28410,29214,16710.42%+3,875
SNAP INC CL A(SNAP)0171,837+171,83702,8542.10%+2,854
SPDR S&P 500 ETF TRUST(SPY)31,42431,322-10216,43717,04612.53%+609
APPLE INC COM(AAPL)029,968+29,96806,3124.64%+6,312
ISHARES RUSSELL 1000 GROWTH ETF5,3155,970+6551,7912,1761.60%+385
VANGUARD S&P 500 ETF11,49711,614+1175,5265,8084.27%+282
ALTRIA GROUP INC COM(MO)06,006+6,00602740.20%+274
UNILEVER PLC SPON ADR NEW(UL)04,481+4,48102460.18%+246
PHILIP MORRIS INTL INC COM(PM)02,413+2,41302450.18%+245
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF
EMGR CRE EQT MNG
144,409147,276+2,8673,5703,8102.80%+240
ISHARES U.S. TREASURY BOND ETF
US TREAS BD ETF
010,030+10,03002260.17%+226
ISHARES MSCI INDIA ETF
MSCI INDIA ETF
04,020+4,02002240.16%+224
ARISTA NETWORKS INC COM0634+63402220.16%+222
BROADCOM INC COM(AVGO)583614+317739860.72%+213
ROCKWELL AUTOMATION INC COM(ROK)0769+76902120.16%+212
HSBC HLDGS PLC SPON ADR NEW(HSBC)04,742+4,74202060.15%+206
AUTODESK INC COM0812+81202010.15%+201
T-MOBILE US INC COM(TMUS)01,140+1,14002010.15%+201
ELI LILLY & CO COM(LLY)1,0921,136+448501,0280.76%+178
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS(TSM)1,9142,345+4312604080.30%+147
TESLA INC COM(TSLA)02,557+2,55705060.37%+506
COSTCO WHSL CORP NEW COM(COST)1,1321,139+78309670.71%+138
APPLIED MATLS INC COM2,7552,930+1755686910.51%+123
ADOBE INC COM(ADBE)01,085+1,08506030.44%+603
TECHNOLOGY SELECT SECTOR SPDR FUND
ST STR TECHN ETF
6,1306,13001,2771,3871.02%+110
EXXON MOBIL CORP COM3,7724,695+9234385400.40%+102
NOVO-NORDISK A S ADR(NVO)7,1437,118-259171,0160.75%+99
TEXAS INSTRS INC COM(TXN)2,1362,421+2853724710.35%+99
VANGUARD FTSE EMERGING MARKETS ETF016,036+16,03607020.52%+702
QUALCOMM INC COM(QCOM)2,3952,471+764054920.36%+87
ALPHABET INC CAP STK CL C(GOOG)13,79911,871-1,9282,1012,1771.60%+76
UNITEDHEALTH GROUP INC COM(UNH)01,726+1,72608790.65%+879
MICROSOFT CORP COM(MSFT)14,28213,594-6886,0096,0764.47%+67
NEXTERA ENERGY INC COM(NEE)5,0495,496+4473233890.29%+66
ELEVANCE HEALTH INC COM(ELV)547640+932843470.26%+63
PALO ALTO NETWORKS INC COM(PANW)0815+81502760.20%+276
ASTRAZENECA PLC SPONSORED ADR(AZN)3,0433,421+3782062670.20%+61
ALPHABET INC CAP STK CL A(GOOG)12,17610,414-1,7621,8381,8971.39%+59
iShares S&P 500 Growth ETF7,0217,02105936500.48%+57
SHELL PLC SPON ADS(SHEL)05,916+5,91604270.31%+427
AMGEN INC COM(AMGN)0852+85202660.20%+266
MICRON TECHNOLOGY INC COM(MU)3,2693,323+543854370.32%+52
WALMART INC COM(WMT)11,89111,295-5967157650.56%+49
VANGUARD FTSE DEVELOPED MARKETS ETF18,94420,197+1,2539509980.73%+48
VERTEX PHARMACEUTICALS INC COM(VRTX)0642+64203010.22%+301
INTUITIVE SURGICAL INC COM NEW612653+412442900.21%+46
PROCTER AND GAMBLE CO COM(PG)3,4193,633+2145555990.44%+44
LAM RESEARCH CORP COM(LRCX)349360+113393830.28%+44
NOVARTIS AG SPONSORED ADR(NVS)03,742+3,74203980.29%+398
INVESCO QQQ TRUST SERIES I1,2101,21005375800.43%+42
ASML HOLDING N V N Y REGISTRY SHS
N Y REGISTRY SHS
689695+66697110.52%+42
ISHARES DOW JONES U.S. ETF9,3069,30601,1921,2310.91%+39
MORGAN STANLEY COM NEW(MS)2,5732,886+3132422800.21%+38
INTUIT COM(INTU)921967+465996360.47%+37
GOLDMAN SACHS GROUP INC COM(GS)640666+262673010.22%+34
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF01,926+1,92603300.24%+330
DIMENSIONAL EMERGING MARKETS SUSTAINABILITY CORE 1 ETF
EMER MARK SU ETF
21,69521,69506997260.53%+27
ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF03,300+3,30003400.25%+340
ISHARES CORE S&P 500 ETF1,0411,04105475700.42%+22
INTERCONTINENTAL EXCHANGE INC COM(ICE)01,909+1,90902610.19%+261
COCA COLA CO COM(KO)04,031+4,03102570.19%+257
SUMITOMO MITSUI FINL GROUP INC SPONSORED ADR(SMFG)010,495+10,49501410.10%+141
ISHARES CORE MSCI EMERGING MARKETS ETF
CORE MSCI EMKT
08,255+8,25504420.32%+442
NU HLDGS LTD ORD SHS CL A(NU)19,24919,300+512302490.18%+19
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF
EMERGING MKTS CO
14,82014,82003783960.29%+18
GENERAL MTRS CO COM(GM)5,4135,638+2252452620.19%+16
MANULIFE FINL CORP COM(MFC)10,34410,310-342582740.20%+16
CITIGROUP INC COM NEW(C)04,009+4,00902540.19%+254
ISHARES MSCI EMERGING MARKETS ETF08,939+8,93903810.28%+381
STRYKER CORPORATION COM(SYK)649722+732322460.18%+13
WELLS FARGO CO NEW COM(WFC)6,2006,268+683593720.27%+13
SAP SE SPON ADR(SAP)2,1642,155-94224350.32%+13
ISHARES MSCI JAPAN ETF
MSCI JAPAN ETF
4,3654,746+3813113240.24%+12
DANAHER CORPORATION COM(DHR)1,3811,430+493453570.26%+12
MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS(MUFG)013,961+13,96101510.11%+151
INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF
S&P500 EQL TEC
07,000+7,00002570.19%+257
THERMO FISHER SCIENTIFIC INC COM(TMO)498533+352892940.22%+5
CADENCE DESIGN SYSTEM INC COM(CDNS)683703+202132160.16%+4
LLOYDS BANKING GROUP PLC SPONSORED ADR(LYG)019,099+19,0990520.04%+52
JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC EX-JAPAN ETF
BETA DEVE EX ETF
04,348+4,34802100.15%+210
TOAST INC CL A(TOST)8,0567,912-1442012040.15%+3
SERVICENOW INC COM(NOW)0342+34202690.20%+269
MIZUHO FINANCIAL GROUP INC SPONSORED ADR(MFG)018,929+18,9290800.06%+80
ARES CAPITAL CORP COM(ARCC)013,000+13,00002710.20%+271
ISHARES 7-10 YEAR TREASURY BOND ETF2,1862,206+202072070.15%-0
VODAFONE GROUP PLC NEW SPONSORED ADR(VOD)014,292+14,29201270.09%+127
ENTERPRISE PRODS PARTNERS L P COM(EPD)08,183+8,18302370.17%+237
ISHARES NEW YORK MUNI BOND ETF03,917+3,91702090.15%+209
ZOETIS INC CL A(ZTS)01,180+1,18002050.15%+205
ISHARES CORE S&P MID-CAP ETF8,0058,278+2734864840.36%-2
JPMORGAN BETABUILDERS EUROPE ETF
BETA EURO ET NE
4,9894,98902962940.22%-3
BANCO SANTANDER S.A. ADR(SAN)35,51436,325+8111721680.12%-4
AVANGRID INC COM7,0777,142+652582540.19%-4
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF08,000+8,00002800.21%+280
FLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUND
STOXX GLOBR INF
04,210+4,21002240.16%+224
JPMORGAN BETABUILDERS CANADA ETF
BETA CDA ETF NEW
04,013+4,01302610.19%+261
ISHARES MSCI EAFE ETF05,393+5,39304220.31%+422
FLEXSHARES GLOBAL QUALITY REAL ESTATE INDEX FUND
GLB QLT R/E IDX
03,720+3,72002030.15%+203
VANGUARD SMALL CAP VALUE ETF1,1061,10602122020.15%-10
UBS GROUP AG SHS(UBS)07,139+7,13902110.16%+211
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