Fund HoldingsStrategic Advocates LLC

Total Portfolio Value
$235.36M
Total Bought
$42.38M
Total Sold
$31.75M
Net Transaction
+$10.62M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
VANGUARD INTERMEDIATE-TERM BOND ETF49,686130,241+80,5553,5939,9484.23%+6,355
SPDR PORTFOLIO LONG TERM TREASURY ETF
ST LON TREAS ETF
0163,403+163,40304,7422.01%+4,742
ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF
CORE INTL AGGR
36,389128,319+91,9301,7756,3902.72%+4,615
ISHARES CORE MSCI EMERGING MARKETS ETF
CORE MSCI EMKT
56,047115,308+59,2612,6675,8322.48%+3,165
SCHWAB INTERNATIONAL EQUITY ETF153,030204,185+51,1555,1977,5473.21%+2,350
META PLATFORMS INC CL A(META)4,2587,928+3,6701,2782,8061.19%+1,528
ISHARES CORE S&P MID-CAP ETF49,47949,319-16012,33813,6695.81%+1,331
SCHWAB U.S. LARGE-CAP GROWTH ETF234,063219,673-14,39017,02118,2247.74%+1,203
APPLE INC COM(AAPL)59,35358,511-84210,16211,2654.79%+1,103
INVESCO S&P 500 PURE VALUE ETF
S&P500 PUR VAL
012,611+12,61101,0350.44%+1,035
AMAZON COM INC COM(AMZN)29,11230,765+1,6533,7014,6741.99%+974
ADVANCED MICRO DEVICES INC COM(AMD)13,07715,315+2,2381,3452,2580.96%+913
SCHWAB US DIVIDEND EQUITY ETF186,157184,303-1,85413,17214,0315.96%+858
SNOWFLAKE INC CL A(SNOW)5,0307,836+2,8067681,5590.66%+791
MATERIALS SELECT SECTOR SPDR FUND
ST STR MATER ETF
08,721+8,72107460.32%+746
VANGUARD LONG-TERM CORPORATE BOND ETF
LG-TERM COR BD
09,297+9,29707450.32%+745
ALPHABET INC CAP STK CL A(GOOG)9,52114,092+4,5711,2461,9690.84%+723
VANGUARD S&P SMALL-CAP 600 GROWTH ETF06,278+6,27806760.29%+676
MICROSOFT CORP COM(MSFT)13,00912,675-3344,1084,7662.03%+658
DOCUSIGN INC COM(DOCU)014,663+14,66308720.37%+872
VANGUARD TOTAL BOND MARKET ETF07,889+7,88905800.25%+580
SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF
SP KENSHO NEWEC
012,391+12,39105790.25%+579
IQ HEDGE MULTI-STRATEGY TRACKER ETF
HEDGE MULTI STRA
018,106+18,10605450.23%+545
INVESCO QQQ TRUST SERIES I02,100+2,10008600.37%+860
SPDR S&P 600 SMALL CAP GROWTH ETF
ST STR SP600GRWO
137,946126,954-10,99210,10710,6174.51%+510
INTUITIVE SURGICAL INC COM NEW7,3027,797+4952,1342,6301.12%+496
SALESFORCE INC COM(CRM)6,2206,634+4141,2611,7460.74%+484
VANGUARD ENERGY ETF
ENERGY ETF
03,971+3,97104660.20%+466
AUTODESK INC COM5,8296,748+9191,2061,6430.70%+437
ALLEGRO MICROSYSTEMS INC COM(ALGM)021,915+21,91506630.28%+663
MOBILEYE GLOBAL INC COMMON CLASS A(MBLY)33,28141,872+8,5911,3831,8140.77%+431
UNITY SOFTWARE INC COM(U)15,86522,518+6,6534989210.39%+423
GARTNER INC COM(IT)01,462+1,46206600.28%+660
SBA COMMUNICATIONS CORP NEW CL A(SBAC)5,8516,012+1611,1711,5250.65%+354
PAYCOM SOFTWARE INC COM(PAYC)1,9554,133+2,1785078540.36%+348
DROPBOX INC CL A(DBX)020,294+20,29405980.25%+598
HOLOGIC INC COM07,458+7,45805330.23%+533
AMERICAN EXPRESS CO COM(AXP)6,7086,889+1811,0011,2910.55%+290
BANK AMERICA CORP COM40,93141,653+7221,1211,4020.60%+282
PROCTER AND GAMBLE CO COM(PG)01,912+1,91202800.12%+280
ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF
MSCI GBL ETF NEW
22,02626,575+4,5498761,1450.49%+269
CROWDSTRIKE HLDGS INC CL A(CRWD)0970+97002480.11%+248
SUNRUN INC COM(RUN)31,66631,66603986220.26%+224
ISHARES MORNINGSTAR GROWTH ETF03,265+3,26502210.09%+221
ISHARES CORE AGGRESSIVE ALLOCATION ETF22,56823,917+1,3491,4331,6510.70%+219
ACM RESH INC COM CL A(ACMR)010,938+10,93802140.09%+214
ISHARES MORNINGSTAR MID-CAP GROWTH ETF03,237+3,23702090.09%+209
ARK INNOVATION ETF
INNOVATION ETF
03,946+3,94602070.09%+207
ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF
BROAD USD HIGH
19,44524,241+4,7966758810.37%+206
DUOLINGO INC CL A COM(DUOL)0884+88402010.09%+201
BLUE OWL CAPITAL INC COM CL A(OBDC)012,833+12,83301910.08%+191
BLACKROCK CORPOR HI YLD FD INC COM(HYT)020,000+20,00001890.08%+189
FIDELIS INSURANCE HOLDINGS LTD COM
COM
014,230+14,23001800.08%+180
ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
0-5YR INVT GR CP
14,14717,157+3,0106798440.36%+165
ILLUMINA INC COM(ILMN)11,85612,872+1,0161,6281,7920.76%+165
WASTE CONNECTIONS INC COM(WCN)9,5789,634+561,2861,4380.61%+152
PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX ETF
0-5 HIGH YIELD
5,5657,029+1,4645036540.28%+152
MOODYS CORP COM(MCO)1,8601,890+305887380.31%+150
ELECTRONIC ARTS INC COM(EA)03,163+3,16304330.18%+433
INVESCO SENIOR LOAN ETF
SR LN ETF
33,63839,988+6,3507068470.36%+141
ALPHABET INC CAP STK CL C(GOOG)12,55112,726+1751,6551,7930.76%+139
MASTERCARD INCORPORATED CL A(MA)3,9583,998+401,5671,7050.72%+138
SOFI TECHNOLOGIES INC COM(SOFI)65,34265,34205226500.28%+128
AXON ENTERPRISE INC COM(AXON)6,8425,757-1,0851,3611,4870.63%+126
HP INC COM(HPQ)19,71420,716+1,0025076230.26%+117
WATSCO INC COM(WSO)3,9933,741-2521,5081,6030.68%+95
COCA COLA CO COM(KO)16,36917,112+7439161,0080.43%+92
BOEING CO COM(BA)01,326+1,32603460.15%+346
DAVITA INC COM(DVA)5,0095,353+3444745610.24%+87
INTEL CORP COM(INTC)13,77411,280-2,4944905670.24%+77
KRAFT HEINZ CO COM(KHC)22,83122,092-7397688170.35%+49
UNION PAC CORP COM(UNP)01,130+1,13002780.12%+278
COSTCO WHSL CORP NEW COM(COST)0483+48303190.14%+319
THE TRADE DESK INC COM CL A(TTD)11,21512,558+1,3438769040.38%+27
ENERGY TRANSFER L P COM UT LTD PTN(ET)012,376+12,37601710.07%+171
NUVEEN CA QUALTY MUN INCOME FD COM(NAC)010,400+10,40001150.05%+115
BERKSHIRE HATHAWAY INC DEL CL B NEW1,9761,97606927050.30%+13
CLEAN HARBORS INC COM(CLH)01,380+1,38002410.10%+241
INTERNATIONAL BUSINESS MACHS COM(IBM)01,450+1,45002370.10%+237
FS CREDIT OPPORTUNITIES CORP COMMON STOCK(FSCO)036,855+36,85502090.09%+209
BLACKROCK MUNIHLDNGS CALI QLTY COM(MUC)022,621+22,62102520.11%+252
3M CO COM(MMM)02,125+2,12502320.10%+232
FUBOTV INC COM010,334+10,3340330.01%+33
QUALCOMM INC COM(QCOM)01,741+1,74102520.11%+252
BIO-PATH HLDGS INC COM035,119+35,1190160.01%+16
MONGODB INC CL A(MDB)1,9941,692-3026906920.29%+2
ENTEGRIS INC COM(ENTG)02,067+2,06702480.11%+248
DISNEY WALT CO COM(DIS)02,873+2,87302590.11%+259
AT&T INC COM(T)015,628+15,62802620.11%+262
ZIONS BANCORPORATION N A COM(ZION)05,136+5,13602250.10%+225
CITIGROUP INC COM NEW(C)05,901+5,90103040.13%+304
NORFOLK SOUTHN CORP COM(NSC)0868+86802050.09%+205
GENERAL MTRS CO COM(GM)05,912+5,91202120.09%+212
SIMON PPTY GROUP INC NEW COM(SPG)4,0722,914-1,1584404160.18%-24
ISHARES CORE GROWTH ALLOCATION ETF8,0066,965-1,0413963700.16%-25
HCA HEALTHCARE INC COM(HCA)0909+90902460.10%+246
ENPHASE ENERGY INC COM(ENPH)02,131+2,13102820.12%+282
OCCIDENTAL PETE CORP COM(OXY)10,17010,356+1866606180.26%-41
FASTENAL CO COM(FAST)6,0604,440-1,6203312880.12%-44
INVESCO ULTRA SHORT DURATION ETF
ULTRA SHRT DUR
11,52510,455-1,0705735220.22%-51
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