WBH ADVISORY INC
Q4 2024 13F Holdings
- Locationbaltimore, MD
- Num holdings
322
- Value ($000)
$1,077,552
- Date Filed01/30/2025
- Form type13F-HR
- CIK0001259671
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD WORLD FD | INF TECH ETF | 92204A702 | $59.33M | 6 % | 95,423 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $52.07M | 5 % | 179,653 | ||
SCHB SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $46.26M | 4 % | 2,037,851 | ||
XLK SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | $30.22M | 3 % | 129,980 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $27.78M | 3 % | 471,397 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $27.47M | 3 % | 65,173 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $24.01M | 2 % | 535,162 | ||
VGSH VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | $23.10M | 2 % | 396,986 | ||
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $22.57M | 2 % | 327,381 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $22.51M | 2 % | 93,663 |
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