Fund HoldingsROWLANDMILLER & PARTNERS.ADV

Total Portfolio Value
$405.24M
Total Bought
$8.31M
Total Sold
$31.81M
Net Transaction
-$23.49M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
ELI LILLY & CO COM(LLY)24,55424,061-49311,51512,9243.19%+1,409
AUTOMATIC DATA PROCESSING INC COM68,44768,086-36115,04416,3804.04%+1,336
ALPHABET INC CAP STK CL C(GOOG)82,87983,780+90110,02611,0462.73%+1,021
AMGEN INC COM(AMGN)18,91018,821-894,1985,0581.25%+860
EXXON MOBIL CORP COM84,27984,067-2129,0399,8852.44%+846
PROGRESSIVE CORP COM(PGR)129,898129,352-54617,19518,0194.45%+824
CONOCOPHILLIPS COM(COP)42,85342,709-1444,4405,1171.26%+677
ABBVIE INC COM(ABBV)47,55047,317-2336,4067,0531.74%+647
CHEVRON(CVX)46,24046,486+2467,2767,8391.93%+563
CHUBB LIMITED COM
COM
37,64737,467-1807,2497,8001.92%+551
INTEL CORP COM(INTC)246,585242,198-4,3878,2468,6102.12%+364
HODGES SMALL CAP FUND RETAIL CLASS017,549+17,54903410.08%+341
PHILLIPS 66 COM(PSX)9,1469,846+7008721,1830.29%+311
PACKAGING CORP AMER COM(PKG)13,95613,970+141,8442,1450.53%+301
TARGET CORP COM(TGT)6,2709,925+3,6558271,0970.27%+270
JPMORGAN CHASE & CO COM(JPM)23,83725,333+1,4963,4673,6740.91%+207
AFLAC INC COM(AFL)32,46332,142-3212,2662,4670.61%+201
ORACLE CORP COM(ORCL)04,115+4,11504360.11%+436
EMERSON ELEC CO COM(EMR)27,80727,609-1982,5142,6660.66%+153
WESTERN UN CO COM(WU)104,589104,019-5701,2271,3710.34%+144
WALMART INC COM(WMT)65,33565,077-25810,26910,4082.57%+138
SCHWAB CHARLES CORP COM(SCHW)02,485+2,48501360.03%+136
COSTCO WHSL CORP NEW COM(COST)6,1436,076-673,3073,4330.85%+125
PAYCHEX INC COM(PAYX)32,60932,452-1573,6483,7430.92%+95
MARATHON PETE CORP COM(MPC)02,222+2,22203360.08%+336
MEDIFAST INC COM5,8378,087+2,2505386050.15%+67
GENTEX CORP COM(GNTX)52,58249,341-3,2411,5391,6060.40%+67
AMAZON COM INC COM(AMZN)9,38510,020+6351,2231,2740.31%+50
NEXTERA ENERGY INC COM(NEE)12,79417,361+4,5679499950.25%+45
DIGITAL RLTY TR INC COM(DLR)5,8005,821+216607050.17%+44
EVEREST GROUP LTD COM(EG)01,445+1,44505370.13%+537
RENAISSANCERE HLDGS LTD COM(RNR)5,2795,185-949851,0260.25%+42
META PLATFORMS INC CL A(META)2,1852,191+66276580.16%+31
ALPHABET INC CAP STK CL A(GOOG)02,340+2,34003060.08%+306
NVIDIA CORPORATION COM(NVDA)4,4204,347-731,8701,8910.47%+21
FAIR ISAAC CORP COM(FICO)0250+25002170.05%+217
F5 INC COM(FFIV)0950+95001530.04%+153
CATERPILLAR INC COM(CAT)0431+43101180.03%+118
ACUITY BRANDS INC COM(AYI)01,553+1,55302640.07%+264
RPM INTL INC COM(RPM)01,587+1,58701500.04%+150
INTERNATIONAL BUSINESS MACHS COM(IBM)02,345+2,34503290.08%+329
ROSS STORES INC COM(ROST)7,9717,97108949000.22%+7
METLIFE INC PFD A FLT RATE(MET)010,000+10,00002310.06%+231
CISCO SYS INC COM(CSCO)01,979+1,97901060.03%+106
ZOETIS INC CL A(ZTS)02,555+2,55504450.11%+445
MASTERCARD INCORPORATED CL A(MA)0270+27001070.03%+107
COMMERCE BANCSHARES INC COM(CBSH)02,949+2,94901410.03%+141
DIMENSIONAL US MARKETWIDE VALUE ETF
US MKTWIDE VALUE
05,537+5,53701880.05%+188
GLOBE LIFE INC COM03,207+3,20703490.09%+349
GENERAL ELECTRIC CO COM NEW(GE)4,7184,660-585185150.13%-3
DIMENSIONAL U.S. CORE EQUITY 2 ETF
US COR EQU 2 ETF
03,879+3,87901020.03%+102
SCHWAB S&P 500 INDEX02,010+2,01001340.03%+134
ISHARES BIOTECHNOLOGY ETF0820+82001000.02%+100
VANGUARD 500 INDEX ADMIRAL0350+35001390.03%+139
DIMENSIONAL U.S. TARGETED VALUE ETF
US TARGETED VLU
06,748+6,74803080.08%+308
DIMENSIONAL U.S. EQUITY ETF
US EQUI MARK ETF
03,370+3,37001570.04%+157
THERMO FISHER SCIENTIFIC INC COM(TMO)0234+23401180.03%+118
BOEING CO COM(BA)3,3363,645+3097046990.17%-6
Domini Impact Equity Y04,887+4,88701400.03%+140
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
S&P 500 DV ARIST
01,213+1,21301070.03%+107
SIMON PPTY GROUP INC NEW COM(SPG)01,000+1,00001080.03%+108
ISHARES MSCI USA MIN VOL FACTOR ETF
MSCI USA MIN ETF
03,832+3,83202770.07%+277
VANGUARD HEALTH CARE ADM01,928+1,92801660.04%+166
VANGUARD FTSE DEVELOPED MARKETS ETF03,311+3,31101450.04%+145
ISHARES CORE MSCI EMERGING MARKETS ETF
CORE MSCI EMKT
04,815+4,81502290.06%+229
ISHARES CORE DIVIDEND GROWTH ETF
CORE DIV GRWTH
02,348+2,34801160.03%+116
LOWES COS INC COM(LOW)0561+56101170.03%+117
REGIONS FINANCIAL CORP NEW COM(RF)016,326+16,32602810.07%+281
VISA INC COM CL A(V)0993+99302290.06%+229
TRACTOR SUPPLY CO COM(TSCO)0605+60501230.03%+123
SCHWAB TARGET 2050 INDEX020,300+20,30003080.08%+308
FIDELITY INTERNATIONAL INDEX06,030+6,03002650.07%+265
AMERICAN ELEC PWR CO INC COM01,483+1,48301120.03%+112
FACTSET RESH SYS INC COM(FDS)0675+67502950.07%+295
BROADSTONE NET LEASE INC COM(BNL)011,904+11,90401700.04%+170
ISHARES CORE MSCI EAFE ETF
CORE MSCI EAFE
04,358+4,35802800.07%+280
NUCOR CORP COM(NUE)01,844+1,84402880.07%+288
AMCOR PLC ORD(AMCR)017,286+17,28601580.04%+158
DTE ENERGY CO COM(DTB)01,331+1,33101320.03%+132
SHERWIN WILLIAMS CO COM(SHW)01,158+1,15802950.07%+295
VANGUARD TOTAL STOCK MKT IDX ADM03,853+3,85303980.10%+398
BIOGEN INC COM(BIIB)0544+54401400.03%+140
UNITEDHEALTH GROUP INC COM(UNH)0245+24501240.03%+124
AVIENT CORPORATION COM(AVNT)02,845+2,84501000.02%+100
LOCKHEED MARTIN CORP COM(LMT)0352+35201440.04%+144
CORNING INC COM(GLW)04,160+4,16001270.03%+127
VANGUARD VALUE ETF01,908+1,90802630.06%+263
COLGATE PALMOLIVE CO COM(CL)03,712+3,71202640.07%+264
DEVON ENERGY CORP NEW COM(DVN)35,35135,35101,7091,6860.42%-23
DENTSPLY SIRONA INC COM(XRAY)04,045+4,04501380.03%+138
MASCO CORP COM(MAS)06,636+6,63603550.09%+355
BANK MONTREAL QUE COM04,476+4,47603780.09%+378
BERKSHIRE HATHAWAY INC DEL CL B NEW2,6902,542-1489178900.22%-27
NORFOLK SOUTHN CORP COM(NSC)0676+67601330.03%+133
AIR PRODS CHEMS INC COM1,7381,73805214930.12%-28
FIDELITY SMALL CAP GROWTH017,777+17,77704410.11%+441
SPDR S&P 500 ETF TRUST(SPY)0856+85603660.09%+366
VANGUARD GROWTH ETF01,475+1,47504020.10%+402
FASTENAL CO COM(FAST)07,887+7,88704310.11%+431
MEDTRONIC PLC SHS(MDT)6,2386,548+3105505130.13%-36
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