Fund HoldingsTRAPHAGEN INVESTMENT ADVISORS LLC

Total Portfolio Value
$921.16M
Total Bought
$54.66M
Total Sold
$63.68M
Net Transaction
-$9.02M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
AMERICAN CENTY ETF TR39,381230,873+191,4923,69020,7142.25%+17,023
ISHARES TR391,046395,360+4,314205,585216,35323.49%+10,768
JANUS DETROIT STR TR
HENDRSON AAA CL
0127,743+127,74306,5000.71%+6,500
APPLE INC(AAPL)089,284+89,284018,8052.04%+18,805
FIRST TR EXCHANGE TRADED FD
NASDQ CLN EDGE
271,083291,011+19,92831,06933,6353.65%+2,566
AMERICAN CENTY ETF TR1,132,3821,143,556+11,174101,348103,13711.20%+1,789
NVIDIA CORPORATION(NVDA)2,84730,717+27,8702,5733,7950.41%+1,222
AIR PRODS & CHEMS INC03,093+3,09307980.09%+798
ALPHABET INC(GOOG)15,78515,820+352,4032,9020.31%+498
PUBLIC SVC ENTERPRISE GRP IN(PEG)54,85956,389+1,5303,6634,1560.45%+492
VANGUARD INDEX FDS24,05924,055-411,56512,0311.31%+465
GOLDMAN SACHS GROUP INC(GS)10,11310,253+1404,2244,6380.50%+414
VANGUARD INDEX FDS42,24442,480+23610,97911,3641.23%+385
MICROSTRATEGY INC(MSTR)0259+25903570.04%+357
SPDR S&P 500 ETF TR(SPY)3,7974,296+4991,9862,3380.25%+352
ALPHABET INC(GOOG)11,31611,264-521,7082,0520.22%+344
RTX CORPORATION(RTX)03,200+3,20003210.03%+321
INVESCO QQQ TR0552+55202640.03%+264
ISHARES TR33,78633,654-1322,9123,1740.34%+262
MICROSOFT CORP(MSFT)13,36013,144-2165,6215,8750.64%+254
VANGUARD INDEX FDS0570+57002130.02%+213
LAM RESEARCH CORP(LRCX)0199+19902120.02%+212
SUPER MICRO COMPUTER INC(SMCI)0253+25302070.02%+207
MICRON TECHNOLOGY INC(MU)01,539+1,53902020.02%+202
AMAZON COM INC(AMZN)17,89417,736-1583,2283,4270.37%+200
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
554,118560,555+6,43732,44432,6413.54%+197
COSTCO WHSL CORP NEW(COST)1,6451,610-351,2051,3690.15%+164
ISHARES TR1,135,7751,212,144+76,36912,91413,0431.42%+129
FIDELITY COVINGTON TRUST7,1357,137+21,1121,2240.13%+112
WALMART INC(WMT)13,74313,857+1148279380.10%+111
EXXON MOBIL CORP11,57012,618+1,0481,3451,4530.16%+108
ISHARES TR4,0164,596+5804635460.06%+83
TEXAS PACIFIC LAND CORPORATI(TPL)523524+13033850.04%+82
SCHWAB STRATEGIC TR36,32336,32302,2542,3340.25%+80
TEXAS INSTRS INC(TXN)03,061+3,06105960.06%+596
PROCTER AND GAMBLE CO(PG)4,1914,499+3086807420.08%+62
QUALCOMM INC(QCOM)01,306+1,30602600.03%+260
PHILIP MORRIS INTL INC(PM)05,630+5,63005700.06%+570
KLA CORP(KLAC)451450-13153710.04%+56
ORACLE CORP(ORCL)7,3376,910-4279229760.11%+54
FIDELITY COVINGTON TRUST
ENHANCED LARGE
18,18918,215+265375880.06%+50
ISHARES TR2,2132,165-487467890.09%+43
TJX COS INC NEW(TJX)4,9954,989-65075490.06%+43
SCHWAB STRATEGIC TR30,52130,315-2061,8631,9060.21%+43
AMGEN INC(AMGN)01,371+1,37104290.05%+429
WELLS FARGO CO NEW(WFC)5,9206,437+5173433820.04%+39
DUKE ENERGY CORP NEW(DUK)04,754+4,75404770.05%+477
ISHARES TR
ESG AWR MSCI USA
7,5357,541+68669000.10%+34
VANGUARD WORLD FD1,1221,12203223530.04%+31
ISHARES TR8,2798,281+29049310.10%+27
BOOKING HOLDINGS INC(BKNG)083+8303290.04%+329
LOCKHEED MARTIN CORP(LMT)02,163+2,16301,0100.11%+1,010
UNILEVER PLC(UL)05,306+5,30602920.03%+292
COCA COLA CO(KO)14,17614,005-1718678910.10%+24
VANGUARD INDEX FDS2,4222,42205816050.07%+24
CONSTELLATION ENERGY CORP(CEG)1,4441,44402672890.03%+22
ISHARES TR5,6355,638+35685860.06%+17
BABCOCK & WILCOX ENTERPRISES(BW)010,500+10,5000150.00%+15
KINDER MORGAN INC DEL(KMI)010,022+10,02201990.02%+199
KIMBERLY-CLARK CORP(KMB)1,5571,554-32012150.02%+13
BANK AMERICA CORP11,27511,030-2454284390.05%+11
UNITEDHEALTH GROUP INC(UNH)0998+99805080.06%+508
MARKEL GROUP INC(MKL)0188+18802960.03%+296
AMERICAN EXPRESS CO(AXP)2,5132,51305725820.06%+10
FIRST TR EXCHANGE-TRADED FD
GBL WND ENRG ETF
011,541+11,54101870.02%+187
ALTRIA GROUP INC(MO)5,0585,040-182212300.02%+9
GOLDMAN SACHS ETF TR08,704+8,70409310.10%+931
MCDONALDS CORP(MCD)01,453+1,45303700.04%+370
PFIZER INC(PFE)032,948+32,94809220.10%+922
MICROCHIP TECHNOLOGY INC.(MCHP)02,317+2,31702120.02%+212
EATON CORP PLC(ETN)1,8681,875+75845880.06%+4
ROCKWELL MED INC011,100+11,1000200.00%+20
ROPER TECHNOLOGIES INC(ROP)0415+41502340.03%+234
INVESCO EXCH TRADED FD TR II
INVESCO PHLX SM
6,3745,724-6502462470.03%+1
OPKO HEALTH INC(OPK)011,680+11,6800150.00%+15
VANGUARD STAR FDS04,181+4,18102520.03%+252
CHEVRON CORP NEW(CVX)9,3619,438+771,4771,4760.16%-0
VICTORY PORTFOLIOS II
SHS FR CA FL ETF
1,496,8691,568,982+72,11348,51448,5135.27%-1
VANGUARD WORLD FD
CONSUM STP ETF
01,250+1,25002540.03%+254
CITIZENS FINL GROUP INC(CFG)06,686+6,68602410.03%+241
ISHARES TR01,695+1,69502050.02%+205
AMERICAN CENTY ETF TR010,716+10,71606730.07%+673
SPDR SER TR
ST NUVE HIGH ETF
020,085+20,08505110.06%+511
ALIBABA GROUP HLDG LTD(BABA)02,936+2,93602110.02%+211
READY CAPITAL CORP016,914+16,91401380.02%+138
INVESCO EXCHANGE TRADED FD T
WATER RES ETF
04,456+4,45602890.03%+289
VANGUARD INDEX FDS3,1033,10305054980.05%-8
SPDR DOW JONES INDL AVERAGE(DIA)1,3681,36805445350.06%-9
BLACKROCK INVT QUALITY MUN T022,115+22,11502650.03%+265
BROADRIDGE FINL SOLUTIONS IN(BR)01,327+1,32702610.03%+261
HESS CORP01,837+1,83702710.03%+271
JPMORGAN CHASE & CO.(JPM)13,12212,932-1902,6282,6160.28%-13
BP PLC(BP)06,527+6,52702360.03%+236
CONSOLIDATED EDISON INC(ED)09,478+9,47808470.09%+847
ISHARES TR
MSCI USA MIN ETF
7,3437,152-1916146000.07%-13
GILEAD SCIENCES INC(GILD)03,036+3,03602080.02%+208
SIRIUS XM HOLDINGS INC(SIRI)013,442+13,4420380.00%+38
ISHARES INC
CORE MSCI EMKT
04,360+4,36002330.03%+233
EA SERIES TRUST
STRIVE 500 ETF
05,871+5,87102050.02%+205
BLACKSTONE INC(BX)02,028+2,02802510.03%+251
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