Fund HoldingsDogwood Wealth Management LLC

Total Portfolio Value
$162.35M
Total Bought
$46.97M
Total Sold
$32.73M
Net Transaction
+$14.23M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
AMERICAN CENTY ETF TR0149,832+149,83209,4055.79%+9,405
WISDOMTREE TR(WT)8,763214,830+206,0671934,7912.95%+4,597
ISHARES TR2,70147,605+44,9042414,5982.83%+4,356
JANUS DETROIT STR TR
HENDRSON AAA CL
085,224+85,22404,3362.67%+4,336
SPDR SER TR
ST STR P500VAL
77,079164,466+87,3873,8628,0164.94%+4,154
PROSHARES TR
S&P MDCP 400 DIV
046,632+46,63203,4332.11%+3,433
INVESCO QQQ TR10,33213,454+3,1224,5886,4463.97%+1,858
ISHARES TR
CORE MSCI PAC
37,29861,202+23,9042,3613,7472.31%+1,385
ISHARES TR
CORE MSCI EURO
40,82265,123+24,3012,3623,7092.28%+1,347
AMERICAN CENTY ETF TR26,43243,312+16,8801,5322,6461.63%+1,114
AMERICAN CENTY ETF TR24,38539,833+15,4481,6062,5871.59%+981
VANGUARD INDEX FDS26,77528,479+1,7046,9597,6194.69%+660
ANALOG DEVICES INC(ADI)02,484+2,48405670.35%+567
AMERICAN CENTY ETF TR38,42045,620+7,2003,6004,0932.52%+493
NVIDIA CORPORATION(NVDA)1,16312,485+11,3221,0511,5420.95%+491
AMERICAN CENTY ETF TR148,303161,647+13,3446,1176,5924.06%+474
VANECK MERK GOLD TR(OUNZ)163,365175,842+12,4773,5093,9492.43%+440
APPLE INC(AAPL)7,2917,530+2391,2501,5860.98%+336
ELI LILLY & CO(LLY)1,4271,593+1661,1101,4430.89%+332
COSTCO WHSL CORP NEW(COST)1,4051,572+1671,0291,3360.82%+306
BALL CORP04,754+4,75402850.18%+285
ISHARES TR12,46612,461-56,5546,8194.20%+265
MICROSOFT CORP(MSFT)2,4552,895+4401,0331,2940.80%+261
BROADCOM INC(AVGO)427506+795658130.50%+248
ISHARES TR11,71114,322+2,6111,0531,2570.77%+204
ORACLE CORP(ORCL)6,8547,515+6618611,0610.65%+200
AMAZON COM INC(AMZN)5,9786,608+6301,0781,2770.79%+199
PAYCHEX INC(PAYX)01,635+1,63501940.12%+194
JPMORGAN CHASE & CO.(JPM)2,6163,444+8285246970.43%+173
IDEXX LABS INC(IDXX)6931,087+3943745300.33%+156
HOME DEPOT INC(HD)1,2631,843+5804856340.39%+150
FLEXSHARES TR
HIG YLD VL ETF
49,87054,231+4,3612,0502,1911.35%+141
ALPHABET INC(GOOG)2,6662,957+2914025390.33%+136
ADOBE INC(ADBE)9641,110+1464866170.38%+130
ISHARES TR6,3117,627+1,3165977140.44%+117
KINDER MORGAN INC DEL(KMI)13,47818,232+4,7542473620.22%+115
WALMART INC(WMT)5,5246,511+9873324410.27%+109
REVVITY INC(RVTY)7601,743+983801830.11%+103
WELLTOWER INC(WELL)1,1211,983+8621052070.13%+102
MARSH & MCLENNAN COS INC(MRSH)502972+4701032050.13%+101
UNITEDHEALTH GROUP INC(UNH)629808+1793114110.25%+100
LINDE PLC(LIN)234465+2311092040.13%+95
ALLIANT ENERGY CORP(LNT)2,0623,868+1,8061041970.12%+93
LYONDELLBASELL INDUSTRIES N
SHS - A -
1,0312,059+1,0281051970.12%+91
FORTIVE CORP(FTV)1,2382,667+1,4291071980.12%+91
SOUTHERN CO(SO)4,4475,276+8293194090.25%+90
CDW CORP(CDW)429893+4641102000.12%+90
SNAP ON INC(SNA)356742+3861061940.12%+88
INGERSOLL RAND INC(IR)1,2232,243+1,0201162040.13%+88
JOHNSON & JOHNSON(JNJ)1,1611,853+6921842710.17%+87
ARTISAN PARTNERS ASSET MGMT(APAM)2,3864,759+2,3731091960.12%+87
GRAINGER W W INC(GWW)110217+1071121960.12%+84
KROGER CO(KR)1,9223,863+1,9411101930.12%+83
VISA INC(V)3,1333,636+5038749540.59%+80
LOCKHEED MARTIN CORP(LMT)706857+1513214010.25%+79
BANK AMERICA CORP9,42410,862+1,4383574320.27%+75
AMERICAN CENTY ETF TR68,09272,928+4,8363,5653,6402.24%+75
ALPHABET INC(GOOG)4,1873,873-3146387100.44%+73
WASTE MGMT INC DEL(WM)1,6391,967+3283494200.26%+70
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
0304+3040600.04%+60
QORVO INC(QRVO)0502+5020580.04%+58
VERTEX PHARMACEUTICALS INC(VRTX)1,2651,251-145295860.36%+57
MASTERCARD INCORPORATED(MA)686863+1773313810.23%+50
CATERPILLAR INC(CAT)9811,229+2483594090.25%+50
ROPER TECHNOLOGIES INC(ROP)925999+745195630.35%+45
META PLATFORMS INC(META)286363+771391830.11%+44
ARM HOLDINGS PLC0245+2450400.02%+40
MONSTER BEVERAGE CORP NEW(MNST)8,69411,107+2,4135155550.34%+39
ISHARES TR50,03650,979+9432,6922,7301.68%+39
NETFLIX INC(NFLX)292315+231772130.13%+35
QUALCOMM INC(QCOM)3,3032,981-3225595940.37%+35
FISERV INC(FISV)2,3142,698+3843704020.25%+32
SPDR S&P 500 ETF TR(SPY)060+600330.02%+33
SCHWAB STRATEGIC TR0438+4380290.02%+29
SPDR S&P MIDCAP 400 ETF TR(MDY)051+510270.02%+27
TESLA INC(TSLA)0397+3970790.05%+79
SPDR GOLD TR(GLD)0120+1200260.02%+26
SCHWAB STRATEGIC TR0354+3540230.01%+23
VANGUARD MUN BD FDS06,161+6,16103090.19%+309
SCHWAB STRATEGIC TR0372+3720200.01%+20
SELECT SECTOR SPDR TR
ST STR TECHN ETF
076+760170.01%+17
PFIZER INC(PFE)0606+6060170.01%+17
SUN LIFE FINANCIAL INC.(SLF)0327+3270160.01%+16
SCHWAB STRATEGIC TR0424+4240150.01%+15
COPART INC(CPRT)9,50710,435+9285515650.35%+15
SCHWAB STRATEGIC TR0300+3000140.01%+14
MICROSTRATEGY INC(MSTR)010+100140.01%+14
VANGUARD INDEX FDS823818-53954090.25%+14
VANGUARD WORLD FD040+400130.01%+13
ROYAL CARIBBEAN GROUP
COM
075+750120.01%+12
NEXTERA ENERGY INC(NEE)01,611+1,61101140.07%+114
HILTON WORLDWIDE HLDGS INC(HLT)052+520110.01%+11
CHENIERE ENERGY INC(LNG)064+640110.01%+11
TYSON FOODS INC(TSN)0170+1700100.01%+10
HALLIBURTON CO(HAL)0286+2860100.01%+10
DELTA AIR LINES INC DEL(DAL)0201+2010100.01%+10
ISHARES SILVER TR(SLV)01,450+1,4500390.02%+39
EVEREST GROUP LTD(EG)022+22080.01%+8
CROWDSTRIKE HLDGS INC(CRWD)0135+1350520.03%+52
PROGRESSIVE CORP(PGR)039+39080.00%+8
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