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WBH ADVISORY INC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
VANGUARD SCOTTSDALE FUNDS VGSHCommon248,00848,84514,285,262,0002,787,595,0001.75  Hist 09/30/2023
VANGUARD SCOTTSDALE FUNDS VGITCommon224,52030,58612,831,322,0001,455,135,0001.57  Hist 09/30/2023
INVESCO EXCHANGE-TRADED FUND TRUST PXLGExchange Traded Fund60,55214,2595,524,764,0001,322,285,0000.68  Hist 09/30/2023
iSHARES TRUST EMBCommon24,64311,9402,033,540,000934,222,0000.25  Hist 09/30/2023
iSHARES TRUST LQDOPTIONS58,45111,4255,963,171,000877,779,0000.73  Hist 09/30/2023
SCHWAB STRATEGIC TRUST SCHZCommon41,42517,0601,832,217,000707,518,0000.22  Hist 09/30/2023
iSHARES TRUST IEFACommon263,30422,10516,943,622,000662,663,0002.08  Hist 09/30/2023
SCHWAB STRATEGIC TRUST SCHOCommon56,55911,5312,708,621,000544,563,0000.33  Hist 09/30/2023
Vanguard BD Index Fund Inc Sho BSVCOM117,9607,3748,867,079,000510,111,0001.09  Hist 09/30/2023
iSHARES TRUST IEURCommon64,98312,8983,227,033,000485,824,0000.40  Hist 09/30/2023
SPDR SERIES TRUST ONEKCommon294,21619,76114,787,321,000485,480,0001.81  Hist 09/30/2023
SCHWAB STRATEGIC TRUST SCHFCommon266,74125,8269,058,515,000469,905,0001.11  Hist 09/30/2023
SELECT SECTOR SPDR TRUST XLVCommon85,4855,85311,005,278,000435,788,0001.35  Hist 09/30/2023
VANGUARD MUN BD FD INC VTEBCommon14,8038,955712,031,000418,338,0000.09  Hist 09/30/2023
VANGUARD INDEX FUNDS VTVCommon48,4624,2616,684,400,000403,413,0000.82  Hist 09/30/2023
SELECT SECTOR SPDR TRUST XLCCommon145,6084,3589,547,546,000355,001,0001.17  Hist 09/30/2023
iSHARES TRUST IVVCommon24,1291,54710,361,643,000296,696,0001.27  Hist 09/30/2023
ServiceNow, Inc. NOWCOM1,362500761,304,000276,886,0000.09  Hist 09/30/2023
BERKSHIRE HATHAWAY INC BRK/BCommon18,9852806,650,446,000272,041,0000.82  Hist 09/30/2023
VanEck ETF Trust HYDCommon13,4965,636662,252,000258,742,0000.08  Hist 09/30/2023
CINTAS CORP CTASCommon1,228541590,475,000248,981,0000.070.00 Hist 09/30/2023
iShares, Inc. IEMGCommon157,9169,8287,515,243,000215,964,0000.92  Hist 09/30/2023
PIMCO ETF Trust SMMUCommon9,7904,110479,221,000197,891,0000.06  Hist 09/30/2023
SELECT SECTOR SPDR TRUST XLBSBI MATERIALS30,8963,9642,426,862,000195,047,0000.30  Hist 09/30/2023
Salesforce, Inc. CRMCommon1,894732384,065,000138,581,0000.05  Hist 09/30/2023
COMCAST CORP CMCSACommon20,1661,896894,178,000135,045,0000.11  Hist 09/30/2023
iSHARES TRUST NEARCommon74,0412,3963,693,905,000131,716,0000.45  Hist 09/30/2023
SELECT SECTOR SPDR TRUST XLYCommon76,5474,65012,322,477,000113,670,0001.51  Hist 09/30/2023
2KSOUNDS CORP TWOKCommon256,34615,7289,459,172,000113,567,0001.16  Hist 09/30/2023
SCHWAB STRATEGIC TRUST SCHECommon163,7749,0963,920,740,000111,031,0000.48  Hist 09/30/2023
INTUIT INC. INTUCommon1,7291883,229,00091,273,0000.110.00 Hist 09/30/2023
Blackstone Inc. BXStock6,2099665,197,00088,750,0000.080.00 Hist 09/30/2023
AMGEN INC AMGNCommon1,69114454,594,00082,350,0000.06  Hist 09/30/2023
Phillips 66 PSXCOM3,0011360,584,00074,398,0000.04  Hist 09/30/2023
iSHARES TRUST CFTCommon12,5351,929602,541,00071,266,0000.07  Hist 09/30/2023
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