| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PFE | Exit | PFIZER INC | $0 | – | -6,191 | -100.0% | -0.08% | – |
| VOT | Exit | VANGUARD INDEX FDSmcap gr idxvip | $0 | – | -1,142 | -100.0% | -0.09% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -4,237 | -100.0% | -0.09% | – |
| AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -2,610 | -100.0% | -0.10% | – |
| LW | Exit | LAMB WESTON HLDGS INC | $0 | – | -2,915 | -100.0% | -0.10% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -564 | -100.0% | -0.10% | – |
| LLY | Exit | ELI LILLY & CO | $0 | – | -435 | -100.0% | -0.11% | – |
| FERG | Exit | FERGUSON PLC NEW | $0 | – | -1,764 | -100.0% | -0.12% | – |
| BA | Exit | BOEING CO | $0 | – | -1,638 | -100.0% | -0.12% | – |
| VTEB | Exit | VANGUARD MUN BD FDStax exempt bd | $0 | – | -7,251 | -100.0% | -0.14% | – |
| SBUX | Exit | STARBUCKS CORP | $0 | – | -4,345 | -100.0% | -0.16% | – |
| FBND | Exit | FIDELITY MERRIMACK STR TRtotal bd etf | $0 | – | -9,638 | -100.0% | -0.17% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -3,817 | -100.0% | -0.20% | – |
| CAG | Exit | CONAGRA BRANDS INC | $0 | – | -18,328 | -100.0% | -0.20% | – |
| TSLA | Exit | TESLA INC | $0 | – | -2,035 | -100.0% | -0.21% | – |
| VIG | Exit | VANGUARD SPECIALIZED FUNDSdiv app etf | $0 | – | -3,403 | -100.0% | -0.21% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -3,427 | -100.0% | -0.22% | – |
| IXUS | Exit | ISHARES TRcore msci total | $0 | – | -11,285 | -100.0% | -0.27% | – |
| AAPL | Exit | APPLE INC | $0 | – | -3,882 | -100.0% | -0.28% | – |
| VCSH | Exit | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $0 | – | -9,568 | -100.0% | -0.29% | – |
| NKE | Exit | NIKE INCcl b | $0 | – | -7,102 | -100.0% | -0.29% | – |
| NUSC | Exit | NUSHARES ETF TRnuveen esg smlcp | $0 | – | -21,862 | -100.0% | -0.30% | – |
| COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -1,373 | -100.0% | -0.31% | – |
| BRKA | Exit | BERKSHIRE HATHAWAY INC DELcl a | $0 | – | -2 | -100.0% | -0.42% | – |
| SUB | Exit | ISHARES TRshrt nat mun etf | $0 | – | -10,661 | -100.0% | -0.44% | – |
| VYM | Exit | VANGUARD WHITEHALL FDShigh div yld | $0 | – | -10,640 | -100.0% | -0.44% | – |
| XLRE | Exit | SELECT SECTOR SPDR TRrl est sel sec | $0 | – | -32,281 | -100.0% | -0.45% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -2,960 | -100.0% | -0.52% | – |
| JEPI | Exit | J P MORGAN EXCHANGE TRADED Fequity premium | $0 | – | -26,154 | -100.0% | -0.56% | – |
| SCHG | Exit | SCHWAB STRATEGIC TRus lcap gr etf | $0 | – | -19,411 | -100.0% | -0.58% | – |
| ESGU | Exit | ISHARES TResg awr msci usa | $0 | – | -16,541 | -100.0% | -0.63% | – |
| Exit | J P MORGAN EXCHANGE TRADED F | $0 | – | -40,569 | -100.0% | -0.71% | – | |
| VEA | Exit | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $0 | – | -52,588 | -100.0% | -0.91% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -11,269 | -100.0% | -1.66% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -20,380 | -100.0% | -2.70% | – |
| VUSB | Exit | VANGUARD BD INDEX FDSvanguard ultra | $0 | – | -139,723 | -100.0% | -2.73% | – |
| VOE | Exit | VANGUARD INDEX FDSmcap vl idxvip | $0 | – | -60,481 | -100.0% | -3.16% | – |
| IMCG | Exit | ISHARES TRmrgstr md cp grw | $0 | – | -145,876 | -100.0% | -3.35% | – |
| VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -42,043 | -100.0% | -3.50% | – |
| DGRO | Exit | ISHARES TRcore div grwth | $0 | – | -189,221 | -100.0% | -3.76% | – |
| JPST | Exit | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $0 | – | -224,026 | -100.0% | -4.47% | – |
| BIV | Exit | VANGUARD BD INDEX FDSintermed term | $0 | – | -287,236 | -100.0% | -8.20% | – |
| VB | Exit | VANGUARD INDEX FDSsmall cp etf | $0 | – | -139,512 | -100.0% | -10.41% | – |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -97,563 | -100.0% | -10.94% | – |
| SCHD | Exit | SCHWAB STRATEGIC TRus dividend eq | $0 | – | -497,678 | -100.0% | -14.11% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -132,823 | -100.0% | -21.20% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 8 | Q3 2023 | 27.9% |
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 18.8% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 13.4% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 10.9% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 13.1% |
| MICROSOFT CORP | 8 | Q3 2023 | 4.6% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 3.9% |
| INVESCO QQQ TR | 8 | Q3 2023 | 2.1% |
| ISHARES TR | 8 | Q3 2023 | 3.4% |
| ISHARES TR | 8 | Q3 2023 | 4.9% |
View Scott Capital Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-10-19 |
| 13F-HR | 2023-07-12 |
| 13F-HR | 2023-04-13 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-10-14 |
| 13F-HR | 2022-07-13 |
| 13F-HR | 2022-04-25 |
| 13F-HR | 2022-01-26 |
View Scott Capital Advisors, LLC'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.