| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LNT | Exit | ALLIANT ENERGY CORP | $0 | – | -4,146 | -100.0% | -0.09% | – |
| SO | Exit | SOUTHERN CO | $0 | – | -3,109 | -100.0% | -0.09% | – |
| ED | Exit | CONSOLIDATED EDISON INC | $0 | – | -2,378 | -100.0% | -0.10% | – |
| MMM | Exit | 3M CO | $0 | – | -2,177 | -100.0% | -0.10% | – |
| ISRG | Exit | INTUITIVE SURGICAL INC | $0 | – | -730 | -100.0% | -0.10% | – |
| EXEL | Exit | EXELIXIS INC | $0 | – | -10,000 | -100.0% | -0.10% | – |
| PAYX | Exit | PAYCHEX INC | $0 | – | -1,886 | -100.0% | -0.10% | – |
| LYB | Exit | LYONDELLBASELL INDUSTRIES N | $0 | – | -2,358 | -100.0% | -0.10% | – |
| ETN | Exit | EATON CORP PLC | $0 | – | -1,067 | -100.0% | -0.11% | – |
| PRU | Exit | PRUDENTIAL FINL INC | $0 | – | -2,442 | -100.0% | -0.11% | – |
| CAT | Exit | CATERPILLAR INC | $0 | – | -858 | -100.0% | -0.11% | – |
| PKG | Exit | PACKAGING CORP AMER | $0 | – | -1,591 | -100.0% | -0.11% | – |
| CVX | Exit | CHEVRON CORP NEW | $0 | – | -1,990 | -100.0% | -0.16% | – |
| TSLA | Exit | TESLA INC | $0 | – | -2,232 | -100.0% | -0.26% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -37,906 | -100.0% | -0.70% | – |
| VEA | Exit | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $0 | – | -35,650 | -100.0% | -0.73% | – |
| TLT | Exit | ISHARES TR20 yr tr bd etf | $0 | – | -28,944 | -100.0% | -1.20% | – |
| JPST | Exit | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $0 | – | -51,363 | -100.0% | -1.20% | – |
| GLD | Exit | SPDR GOLD TR | $0 | – | -19,517 | -100.0% | -1.56% | – |
| IVW | Exit | ISHARES TRs p 500 grwt etf | $0 | – | -53,121 | -100.0% | -1.70% | – |
| TDIV | Exit | FIRST TR EXCHANGE-TRADED FDnasd tech div | $0 | – | -65,833 | -100.0% | -1.73% | – |
| PULS | Exit | PGIM ETF TRpgim ultra sh bd | $0 | – | -74,767 | -100.0% | -1.73% | – |
| VNLA | Exit | JANUS DETROIT STR TRhendrsn shrt etf | $0 | – | -79,443 | -100.0% | -1.78% | – |
| DGRO | Exit | ISHARES TRcore div grwth | $0 | – | -81,641 | -100.0% | -1.89% | – |
| ISTB | Exit | ISHARES TRcore 1 5 yr usd | $0 | – | -87,377 | -100.0% | -1.90% | – |
| INTU | Exit | INTUIT | $0 | – | -8,303 | -100.0% | -1.98% | – |
| LMT | Exit | LOCKHEED MARTIN CORP | $0 | – | -10,844 | -100.0% | -2.07% | – |
| DOX | Exit | AMDOCS LTD | $0 | – | -52,523 | -100.0% | -2.08% | – |
| TIP | Exit | ISHARES TRtips bd etf | $0 | – | -45,248 | -100.0% | -2.20% | – |
| SPSB | Exit | SPDR SER TRportfolio short | $0 | – | -161,174 | -100.0% | -2.21% | – |
| V | Exit | VISA INC | $0 | – | -20,726 | -100.0% | -2.23% | – |
| UNH | Exit | UNITEDHEALTH GROUP INC | $0 | – | -9,515 | -100.0% | -2.24% | – |
| VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -23,758 | -100.0% | -2.31% | – |
| CVS | Exit | CVS HEALTH CORP | $0 | – | -71,577 | -100.0% | -2.34% | – |
| MCHP | Exit | MICROCHIP TECHNOLOGY INC. | $0 | – | -64,222 | -100.0% | -2.34% | – |
| VZ | Exit | VERIZON COMMUNICATIONS INC | $0 | – | -156,727 | -100.0% | -2.38% | – |
| KO | Exit | COCA COLA CO | $0 | – | -91,088 | -100.0% | -2.38% | – |
| PFE | Exit | PFIZER INC | $0 | – | -154,930 | -100.0% | -2.40% | – |
| ABBV | Exit | ABBVIE INC | $0 | – | -34,949 | -100.0% | -2.44% | – |
| IJR | Exit | ISHARES TRcore s p scp etf | $0 | – | -55,437 | -100.0% | -2.45% | – |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -35,989 | -100.0% | -2.46% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -16,742 | -100.0% | -2.47% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -45,251 | -100.0% | -2.49% | – |
| MRK | Exit | MERCK CO INC | $0 | – | -51,788 | -100.0% | -2.49% | – |
| WMT | Exit | WALMART INC | $0 | – | -33,897 | -100.0% | -2.54% | – |
| WM | Exit | WASTE MGMT INC DEL | $0 | – | -35,963 | -100.0% | -2.56% | – |
| WSO | Exit | WATSCO INC | $0 | – | -14,562 | -100.0% | -2.57% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -42,111 | -100.0% | -2.58% | – |
| JPM | Exit | JPMORGAN CHASE CO | $0 | – | -38,897 | -100.0% | -2.64% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -105,081 | -100.0% | -2.64% | – |
| AMGN | Exit | AMGEN INC | $0 | – | -21,123 | -100.0% | -2.66% | – |
| SGOV | Exit | ISHARES TR0-3 mnth treasry | $0 | – | -57,589 | -100.0% | -2.71% | – |
| AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -66,618 | -100.0% | -2.93% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -49,853 | -100.0% | -2.96% | – |
| STIP | Exit | ISHARES TR0-5 yr tips etf | $0 | – | -66,578 | -100.0% | -3.02% | – |
| AAPL | Exit | APPLE INC | $0 | – | -44,946 | -100.0% | -3.60% | – |
| IVV | Exit | ISHARES TRcore s p500 etf | $0 | – | -24,229 | -100.0% | -4.87% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 4 | Q3 2023 | 24.0% |
| APPLE INC | 4 | Q3 2023 | 4.2% |
| AMAZON COM INC | 4 | Q3 2023 | 3.5% |
| WASTE MGMT INC DEL | 4 | Q3 2023 | 2.7% |
| MICROSOFT CORP | 4 | Q3 2023 | 2.8% |
| JPMORGAN CHASE CO | 4 | Q3 2023 | 2.6% |
| ALPHABET INC | 4 | Q3 2023 | 2.6% |
| CISCO SYS INC | 4 | Q3 2023 | 2.6% |
| WALMART INC | 4 | Q3 2023 | 2.6% |
| PROCTER AND GAMBLE CO | 4 | Q3 2023 | 2.7% |
View Buck Wealth Strategies, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-03 |
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-10-30 |
View Buck Wealth Strategies, 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.