$771 Billion is the total value of WBH ADVISORY INC's 300 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VOOV | New | VANGUARD ADMIRAL FDS INC500 val idx fd | $22,026,000 | – | 164,893 | +100.0% | 2.94% | – |
| VYMI | New | VANGUARD WHITEHALL FDSintl high etf | $3,299,000 | – | 57,829 | +100.0% | 0.44% | – |
| ACWV | New | ISHARES INCmsci gbl min vol | $2,225,000 | – | 23,378 | +100.0% | 0.30% | – |
| LQD | New | ISHARES TRiboxx inv cp etf | $2,090,000 | – | 18,887 | +100.0% | 0.28% | – |
| USIG | New | ISHARES TRusd inv grde etf | $1,336,000 | – | 26,156 | +100.0% | 0.18% | – |
| AOR | New | ISHARES TRgrwt allocat etf | $719,000 | – | 15,059 | +100.0% | 0.10% | – |
| SPEM | New | SPDR INDEX SHS FDSportfolio emg mk | $463,000 | – | 13,701 | +100.0% | 0.06% | – |
| SMMU | New | PIMCO ETF TRshtrm mun bd act | $382,000 | – | 7,699 | +100.0% | 0.05% | – |
| SPSB | New | SPDR SER TRportfolio short | $377,000 | – | 12,673 | +100.0% | 0.05% | – |
| DLN | New | WISDOMTREE TRus largecap divd | $314,000 | – | 5,270 | +100.0% | 0.04% | – |
| AOA | New | ISHARES TRaggres alloc etf | $248,000 | – | 4,171 | +100.0% | 0.03% | – |
| TMUS | New | T-MOBILE US INC | $239,000 | – | 1,776 | +100.0% | 0.03% | – |
| IYJ | New | ISHARES TRus industrials | $230,000 | – | 2,584 | +100.0% | 0.03% | – |
| PSHG | New | PERFORMANCE SHIPPING INC | $8,000 | – | 12,798 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Vngrd InfoTech | 41 | Q3 2023 | 8.4% |
| Vngrd Total Stk | 41 | Q3 2023 | 6.2% |
| Vngrd Health | 41 | Q3 2023 | 5.7% |
| Vngrd SmallCap | 41 | Q3 2023 | 5.3% |
| Vngrd Fin | 41 | Q3 2023 | 4.0% |
| Vngrd Ttl Intl | 41 | Q3 2023 | 3.1% |
| Schwab US Broad | 41 | Q3 2023 | 4.3% |
| Vngrd FTSE | 41 | Q3 2023 | 3.7% |
| SPDR S&P 500 ETF TR | 41 | Q3 2023 | 13.5% |
| JOHNSON & JOHNSON | 41 | Q3 2023 | 2.0% |
View WBH ADVISORY INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-01-09 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-12 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2022-10-18 |
| 13F-HR | 2022-07-12 |
| 13F-HR | 2022-04-29 |
| 13F-HR | 2022-01-28 |
| 13F-HR | 2021-10-25 |
View WBH ADVISORY INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.