Fund HoldingsSEVEN MILE ADVISORY

Total Portfolio Value
$582.18M
Total Bought
$34.60M
Total Sold
$76.20M
Net Transaction
-$41.60M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
VANGUARD SHORT-TERM TREASURY ETF
SHORT TERM TREAS
296,817345,065+48,24817,46820,2663.48%+2,798
VANGUARD FTSE DEVELOPED MARKETS ETF532,558547,293+14,73531,91134,1895.87%+2,278
DIMENSIONAL INTERNATIONAL VALUE ETF
INTERNATNAL VAL
463,634471,905+8,27121,38323,5484.04%+2,165
VANGUARD MORTGAGE-BACKED SECURITIES ETF
MTG-BKD SECS ETF
567,646608,490+40,84426,65728,6484.92%+1,991
PIMCO MORTGAGE-BACKED SECURITIES ACTIVE EXCHANGE-TRADED FUND
MTG BKD SECS ACT
028,272+28,27201,4050.24%+1,405
VANGUARD CORE TAX-EXEMPT BOND ETF018,381+18,38101,3890.24%+1,389
Vanguard Value ETF107,826111,154+3,32820,10921,2293.65%+1,121
VANGUARD INTERMEDIATE-TERM TREASURY ETF
INTER TERM TREAS
228,300247,037+18,73713,70514,8052.54%+1,100
VANGUARD TOTAL STOCK MARKET ETF67,17369,000+1,82722,04423,1343.97%+1,089
SABA CAPITAL INCOME & OPRNT FD SHS NEW609,622816,075+206,4534,7375,7210.98%+984
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF
EMGR CRE EQT MNG
350,584367,506+16,92211,05411,9702.06%+916
DIMENSIONAL US CORE EQUITY MARKET ETF
US CORE EQT MKT
173,529188,225+14,6967,9418,8091.51%+868
JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF
HENDERSON MTG
257,431275,386+17,95511,75712,5822.16%+826
ISHARES 7-10 YEAR TREASURY BOND ETF179,062187,941+8,87917,27218,0723.10%+800
ISHARES S&P 100 ETF72,88573,057+17224,25925,0564.30%+798
DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF
INTL SMALL CAP V
291,770294,510+2,74010,41311,1911.92%+778
ISHARES U.S. TREASURY BOND ETF
US TREAS BD ETF
603,568638,315+34,74713,95414,6972.52%+743
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
INT-TERM CORP
029,677+29,67702,4850.43%+2,485
ALPHABET INC CAP STK CL C(GOOG)20,74518,245-2,5005,0525,7250.98%+673
S&P GLOBAL INC COM(SPGI)01,744+1,74409120.16%+912
ALPHABET INC CAP STK CL A(GOOG)21,88718,782-3,1055,3215,8791.01%+558
ELI LILLY & CO COM(LLY)1,8191,806-131,3881,9400.33%+553
AVANTIS U.S. SMALL CAP VALUE ETF103,824106,387+2,56310,33410,8491.86%+516
PEPSICO INC COM(PEP)07,020+7,02001,0080.17%+1,008
JANUS HENDERSON SECURITIZED INCOME ETF
HEND SECU IN ETF
154,242163,232+8,9908,0628,4981.46%+436
UNITEDHEALTH GROUP INC COM(UNH)02,164+2,16407140.12%+714
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND(WT)97,062101,043+3,9818,6359,0361.55%+402
ASTRAZENECA PLC ORD(AZN)04,207+4,20703870.07%+387
VANGUARD TOTAL BOND MARKET ETF19,28823,741+4,4531,4341,7590.30%+324
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIA)01,834+1,83408810.15%+881
INVESCO RAFI US 1000 ETF
RAFI US 1000 ETF
166,242166,905+6637,5167,8311.35%+315
MICRON TECHNOLOGY INC COM(MU)02,886+2,88608240.14%+824
AMERICAN EXPRESS CO COM(AXP)3,0623,556+4941,0171,3150.23%+298
YUM BRANDS INC COM(YUM)01,934+1,93402930.05%+293
PGIM SHORT DUR HIG YLD OPP FD COM209,460229,858+20,3983,5023,7810.65%+279
PHILLIPS 66 COM(PSX)02,152+2,15202780.05%+278
WESTERN DIGITAL CORP COM(WDC)01,556+1,55602680.05%+268
REGENERON PHARMACEUTICALS COM(REGN)0328+32802530.04%+253
AMGEN INC COM(AMGN)02,077+2,07706800.12%+680
FREEPORT MCMORAN INC CL B(FCX)04,594+4,59402330.04%+233
MERCK & CO INC COM(MRK)07,512+7,51207910.14%+791
REPLIGEN CORP COM(RGEN)01,381+1,38102260.04%+226
MILLICOM INTL CELLULAR S A COM STK
COM STK
04,068+4,06802260.04%+226
SPDR Gold Shares(GLD)0557+55702210.04%+221
GSK PLC SPONSORED ADR(GSK)04,491+4,49102200.04%+220
COGNIZANT TECHNOLOGY SOLUTIONS CL A(CTSH)02,537+2,53702110.04%+211
WW GRAINGER INC COM(GWW)0208+20802100.04%+210
UNITED THERAPEUTICS CORP DEL COM(UTHR)0425+42502070.04%+207
MUELLER INDS INC COM(MLI)01,785+1,78502050.04%+205
BRISTOL-MYERS SQUIBB CO COM(BMY)03,793+3,79302050.04%+205
ULTA BEAUTY INC COM(ULTA)0336+33602030.03%+203
BANK AMERICA CORP COM19,61721,896+2,2791,0121,2040.21%+192
STATE STREET SPDR S&P MIDCAP 400 ETF TRUST(MDY)0992+99205980.10%+598
ISHARES S&P SMALL-CAP 600 VALUE ETF19,16820,237+1,0692,1202,3010.40%+182
GOLUB CAP BDC INC COM(GBDC)013,373+13,37301810.03%+181
DIMENSIONAL US SMALL CAP VALUE ETF
US SMALL CAP ETF
186,570184,914-1,6565,9406,0821.04%+141
ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF03,300+3,30006780.12%+678
APPLIED MATLS INC COM03,690+3,69009480.16%+948
VANGUARD SMALL CAP VALUE ETF25,77125,997+2265,3795,5060.95%+127
GENERAL MTRS CO COM(GM)06,810+6,81005540.10%+554
WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND(WT)91,18393,119+1,9365,2075,3300.92%+124
INTERNATIONAL BUSINESS MACHS COM(IBM)3,1103,344+2348779910.17%+113
CELESTICA INC COM(CLS)02,210+2,21006530.11%+653
NEW MTN FIN CORP COM010,630+10,6300980.02%+98
ISHARES MSCI USA VALUE FACTOR ETF
MSCI USA VALUE
7,6167,662+469521,0480.18%+95
INTEL CORP COM(INTC)10,34111,917+1,5763474400.08%+93
WESTERN UN CO COM(WU)019,808+19,80801840.03%+184
VANGUARD TOTAL WORLD STOCK ETF02,372+2,37203350.06%+335
ARES COML REAL ESTATE CORP COM016,149+16,1490770.01%+77
ADVANCED MICRO DEVICES INC COM(AMD)02,456+2,45605260.09%+526
DIMENSIONAL EMERGING MARKETS SUSTAINABILITY CORE 1 ETF
EMER MARK SU ETF
022,527+22,52709340.16%+934
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF
EMERGING MKTS CO
016,067+16,06705310.09%+531
CITIGROUP INC COM NEW(C)05,215+5,21506090.10%+609
LAM RESEARCH CORP COM NEW(LRCX)5,1464,322-8246897400.13%+51
ANGLOGOLD ASHANTI PLC COM SHS(AU)03,527+3,52703010.05%+301
ACCENTURE PLC IRELAND SHS CLASS A
SHS CLASS A
01,222+1,22203280.06%+328
VERTEX PHARMACEUTICALS INC COM(VRTX)0778+77803530.06%+353
CARDINAL HEALTH INC COM(CAH)01,347+1,34702770.05%+277
CAPITAL ONE FINL CORP COM(COF)02,476+2,47606000.10%+600
WISDOMTREE U.S. LARGECAP FUND(WT)19,17519,241+661,3221,3630.23%+41
TCW STRATEGIC INCOME FD INC COM107,700114,997+7,2975305680.10%+38
FEDEX CORP COM(FDX)0868+86802510.04%+251
INTUITIVE SURGICAL INC COM NEW0658+65803730.06%+373
CATERPILLAR INC COM(CAT)1,1441,011-1335465790.10%+33
UNITED AIRLS HLDGS INC COM(UAL)02,541+2,54102840.05%+284
WELLS FARGO & CO COM(WFC)09,281+9,28108650.15%+865
THERMO FISHER SCIENTIFIC INC COM(TMO)0775+77504490.08%+449
CISCO SYS INC COM(CSCO)09,729+9,72907490.13%+749
HARTFORD INSURANCE GROUP INC COM(HIG)01,874+1,87402580.04%+258
iShares Core S&P Total U.S. Stock Market ETF5,9295,949+208648850.15%+21
FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND
MORNSTAR UPSTR
09,438+9,43804330.07%+433
ISHARES NATIONAL MUNI BOND ETF31,42231,42203,3463,3660.58%+19
VODAFONE GROUP PLC SPONSORED ADR(VOD)013,627+13,62701800.03%+180
INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF
S&P500 EQL HLT
07,000+7,00002230.04%+223
Vanguard Growth ETF2,0782,07809971,0140.17%+17
AMERICAN INTL GROUP INC COM NEW03,819+3,81903270.06%+327
BLACKROCK MUN TARGET TERM TR COM SHS BEN IN(BTT)43,30343,30309739880.17%+16
HEWLETT PACKARD ENTERPRISE CO COM(HPE)012,001+12,00102880.05%+288
BANCO SANTANDER SA ADR(SAN)035,640+35,64004180.07%+418
CHUBB LIMITED COM
COM
0919+91902870.05%+287
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