Waycross Investment Management Co

Q1 2025 13F Holdings

  • Location
    bellingham, WA
  • Num holdings

    38

  • Value ($000)

    $88,681

  • Date Filed
    04/08/2025
  • Form type
    13F-HR
  • CIK
    0001922448
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IBTK
IBTK

ISHARES TR

IBOND DEC 2030
$10.67 M
12 %

542,747

IBTJ
IBTJ

ISHARES TR

IBONDS 29 TRM TS
$9.89 M
11 %

454,081

DUHP
DUHP

DIMENSIONAL ETF TRUST

US HIGH PROFITAB
$6.64 M
8 %

200,276

BSCU
BSCU

INVESCO EXCH TRD SLF IDX FD

INVSCO 30 CORP
$6.59 M
7 %

397,423

BSCV
BSCV

INVESCO EXCH TRD SLF IDX FD

BULETSHS 2031 CP
$6.57 M
7 %

403,062

VB
VB

VANGUARD INDEX FDS

SMALL CP ETF
$4.18 M
5 %

18,834

XLU
XLU

SELECT SECTOR SPDR TR

SBI INT-UTILS
$4.00 M
5 %

50,713

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
$3.32 M
4 %

5,941

MSFT
MSFT

MICROSOFT CORP

COM
$2.73 M
3 %

7,280

IEFA
IEFA

ISHARES TR

CORE MSCI EAFE
$2.28 M
3 %

30,091

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