Fund HoldingsLynx Investment Advisory

Total Portfolio Value
$149.98M
Total Bought
$17.89M
Total Sold
$12.67M
Net Transaction
+$5.21M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
FINANCIAL SELECT SECTOR SPDR FUND
ST STR FINL ETF
21,79866,256+44,4581,0543,3002.20%+2,247
INVESCO S&P 500 QUALITY ETF
S&P500 QUALITY
140,655169,933+29,2789,42811,2737.52%+1,845
AES CORP COM(AES)074,938+74,93809310.62%+931
CONOCOPHILLIPS COM(COP)010,769+10,76901,1310.75%+1,131
VANGUARD CORE BOND ETF7,94918,197+10,2486031,4090.94%+806
SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST(GLDM)066,476+66,47604,1142.74%+4,114
DEVON ENERGY CORP NEW COM(DVN)014,677+14,67705490.37%+549
CONSUMER STAPLES SELECT SECTOR SPDR FUND
ST STR STAPL ETF
05,996+5,99604900.33%+490
OGE ENERGY CORP COM(OGE)14,98623,939+8,9536181,1000.73%+482
ISHARES GOLD TRUST(IAU)50,88950,88902,5203,0002.00%+481
PRICE T ROWE GROUP INC COM(TROW)05,226+5,22604800.32%+480
APA CORPORATION COM(APA)019,746+19,74604150.28%+415
BERKSHIRE HATHAWAY INC DEL CL B NEW05,497+5,49702,9281.95%+2,928
PFIZER INC COM(PFE)31,16147,782+16,6218271,2110.81%+384
ISHARES INTL DIVIDEND GROWTH ETF
INTL DIV GRWTH
61,77263,241+1,4694,1984,5813.05%+383
SPDR GOLD SHARES ETF(GLD)17,73516,123-1,6124,2944,6463.10%+352
HEALTH CARE SELECT SECTOR SPDR FUND
ST STR CARE ETF
7,0098,947+1,9389641,3060.87%+342
INVESCO WATER RESOURCES ETF
WATER RES ETF
05,211+5,21103360.22%+336
CHEVRON CORP NEW COM(CVX)5,0266,258+1,2327281,0470.70%+319
NEXSTAR MEDIA GROUP INC COMMON STOCK(NXST)01,734+1,73403110.21%+311
CHORD ENERGY CORPORATION COM NEW(CHRD)02,748+2,74803100.21%+310
JANUS HENDERSON GROUP PLC ORD SHS11,47520,896+9,4214887550.50%+267
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
INTL CORE EQT MK
0138,565+138,56504,3272.89%+4,327
WEYERHAEUSER CO MTN BE COM NEW(WY)07,988+7,98802340.16%+234
RAYONIER INC COM(RYN)07,561+7,56102110.14%+211
PROSHARES DJ BROOKFIELD GLOBAL INFRASTRUCTURE ETF
DJ BRKFLD GLB
03,830+3,83002020.13%+202
VANGUARD TAX-EXEMPT BOND ETF5,6419,740+4,0992834830.32%+201
UTILITIES SELECT SECTOR SPDR FUND
ST STR UTIL ETF
012,423+12,42309800.65%+980
SEI SELECT INTERNATIONAL EQUITY ETF
SELE INTL EQ ETF
39,87141,997+2,1269521,1020.74%+151
FIRST AMERN FINL CORP COM(FAF)7,7219,492+1,7714826230.42%+141
MASTERCARD INCORPORATED CL A(MA)5,6955,702+72,9993,1262.08%+127
FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND
DJ GLBL DIVID
0164,183+164,18303,9732.65%+3,973
SPDR BLOOMBERG 1-10 YEAR TIPS ETF
STATE STRET SPDR
40,94645,553+4,6077578740.58%+117
FLEXSHARES IBOXX 3 YEAR TARGET DURATION TIPS INDEX FUND
IBOXX 3R TARGT
032,812+32,81208000.53%+800
UBER TECHNOLOGIES INC COM(UBER)010,135+10,13507380.49%+738
FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM(FNF)08,413+8,41305480.37%+548
INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF39,64939,875+2261,9152,0031.34%+87
SCHWAB U.S. LARGE-CAP VALUE ETF13,71316,623+2,9103574420.29%+84
SCHWAB U.S. LARGE-CAP GROWTH ETF11,05815,623+4,5653083910.26%+83
ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF
CORE MSCI INTL
3,3464,319+9732162980.20%+82
INTERNATIONAL BUSINESS MACHS COM(IBM)3,5493,447-1027808570.57%+77
ENERGY SELECT SECTOR SPDR FUND
ST STR ENERG ETF
010,535+10,53509840.66%+984
JOHNSON & JOHNSON COM(JNJ)2,0882,213+1253023670.24%+65
ABBVIE INC COM(ABBV)1,9591,970+113484130.28%+65
VISA INC COM CL A(V)4,1373,915-2221,3081,3720.91%+65
VANGUARD INTERMEDIATE-TERM BOND ETF28,91729,022+1052,1612,2221.48%+61
DIAMONDBACK ENERGY INC COM(FANG)02,739+2,73904380.29%+438
SHELL PLC SPON ADS(SHEL)04,996+4,99603660.24%+366
VANGUARD FTSE DEV MKTS ETF (VEA)034,992+34,99201,7791.19%+1,779
WASTE MGMT INC DEL COM(WM)1,3441,349+52713120.21%+41
TOTALENERGIES SE SPONSORED ADS(TTE)04,046+4,04602620.17%+262
ISHARES CORE MSCI EMERGING MARKETS ETF
CORE MSCI EMKT
04,711+4,71102540.17%+254
PALANTIR TECHNOLOGIES INC CL A(PLTR)4,0254,02503043400.23%+35
JPMORGAN CHASE & CO. COM(JPM)2,6462,707+616346640.44%+30
NETFLIX INC COM(NFLX)511516+54554810.32%+26
SPDR PORTFOLIO AGGREGATE BOND ETF
ST STR AGGRE ETF
037,401+37,40109550.64%+955
SEI SELECT EMERGING MARKETS EQUITY ETF
SELECT EMERGING
15,82615,773-533693910.26%+21
ISHARES TIPS BOND ETF3,1833,221+383393580.24%+19
CISCO SYS INC COM(CSCO)4,5934,693+1002722900.19%+18
DIMENSIONAL INFLATION-PROTECTED SECURITIES ETF
INFLATION PROTE
7,5757,692+1173073240.22%+17
ISHARES GLOBAL HEALTHCARE ETF03,074+3,07402800.19%+280
ISHARES CORE MSCI EAFE ETF
CORE MSCI EAFE
03,106+3,10602350.16%+235
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF
EMGR CRE EQT MNG
23,52623,595+695976110.41%+14
INTERNATIONAL PAPER CO COM(IP)9,1369,446+3104925040.34%+12
UNITEDHEALTH GROUP INC COM(UNH)0873+87304570.30%+457
VANGUARD HEALTH CARE ETF
HEALTH CAR ETF
0964+96402550.17%+255
PROCTER AND GAMBLE CO COM(PG)02,696+2,69604590.31%+459
COSTCO WHSL CORP NEW COM(COST)34134103123230.22%+10
FORD MTR CO COM(F)031,509+31,50903160.21%+316
SEI SELECT SMALL CAP ETF
SELE SMAL CA ETF
17,44919,131+1,6824474550.30%+8
WALMART INC COM(WMT)3,8174,014+1973453520.23%+7
VANGUARD VALUE ETF1,4931,495+22532580.17%+6
META PLATFORMS INC CL A(META)1,7941,832+381,0511,0560.70%+6
INVESCO AEROSPACE & DEFENSE ETF
AEROSPACE DEFN
2,0572,058+12362400.16%+4
SPDR MSCI USA STRATEGICFACTORS ETF
ST STR MSCI USAQ
1,8991,89902942980.20%+3
WISDOMTREE EUROPE SMALLCAP DIVIDEND FUND(WT)05,431+5,43103310.22%+331
SCHWAB SHORT-TERM US TREASURY ETF9,0799,071-82182210.15%+2
MERCK & CO INC COM(MRK)03,409+3,40903060.20%+306
SPDR PORTFOLIO S&P 500 VALUE ETF
ST STR P500VAL
7,8577,884+274024030.27%+1
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
S&P 500 DV ARIST
53,21951,837-1,3825,2985,2973.53%-1
VANGUARD S&P 500 ETF01,949+1,94901,0010.67%+1,001
INTERPUBLIC GROUP COS INC COM010,977+10,97702980.20%+298
VANGUARD DIVIDEND APPRECIATION ETF1,7191,721+23373340.22%-3
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
ST STR BLO 1 ETF
2,9992,952-472742710.18%-3
COMERICA INC COM4,8144,972+1582982940.20%-4
SEI ENHANCED U.S. LARGE CAP QUALITY FACTOR ETF
QIM US LRG CAP Q
7,7727,591-1812722650.18%-6
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF7,2746,893-3813523440.23%-8
VANGUARD LARGE-CAP ETF970973+32622500.17%-11
ISHARES MSCI INDIA ETF
MSCI INDIA ETF
04,393+4,39302260.15%+226
BANK AMERICA CORP COM6,4896,48902852710.18%-14
SEI ENHANCED U.S. LARGE CAP VALUE FACTOR ETF
QIM US LARGE VAL
16,13115,979-1525345190.35%-16
ADVANCED MICRO DEVICES INC COM(AMD)02,448+2,44802520.17%+252
HOME DEPOT INC COM(HD)800803+33112940.20%-17
ISHARES GLOBAL TIMBER & FORESTRY ETF027,041+27,04102,0401.36%+2,040
GOLDMAN SACHS GROUP INC COM(GS)441419-222522290.15%-23
HUNTINGTON BANCSHARES INC COM(HBAN)33,37434,600+1,2265435190.35%-24
VANGUARD ST BOND ETF (BSV)3,4453,016-4292662360.16%-30
SCHWAB US TIPS ETF13,90812,231-1,6773593290.22%-30
GLOBALSTAR INC COM(GSAT)15,0000-15,000310-31
CATERPILLAR INC COM(CAT)01,028+1,02803390.23%+339
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