Greenwood Gearhart LLC
169 holdingsFiling period: 2026-06-30Current AUM: $2.17Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard Index Fds | 287.2K | $197.2M | $203.2M | 9.34% | +9.8K | 2026-06-30 |
| 2 | VXUS | Vanguard Star Fds | 1.47M | $126.0M | $122.8M | 5.65% | +44.4K | 2026-06-30 |
| 3 | SCHX | Schwab Strategic TR | 3.71M | $109.2M | $112.4M | 5.17% | +188.3K | 2026-06-30 |
| 4 | IGIB | iShares TR | 1.82M | $96.9M | $93.1M | 4.28% | +104.4K | 2026-06-30 |
| 5 | JPST | J P Morgan Exchange Traded F | 1.83M | $92.4M | $92.0M | 4.23% | +87.8K | 2026-06-30 |
| 6 | IEF | iShares TR | 854.1K | $80.8M | $77.8M | 3.58% | +55.2K | 2026-06-30 |
| 7 | XLV | Select Sector Spdr TR | 479.2K | $76.0M | $85.9M | 3.95% | +16.7K | 2026-06-30 |
| 8 | SOXX | iShares TR | 115.8K | $74.2M | $59.2M | 2.72% | -1,621 | 2026-06-30 |
| 9 | AAPL | Apple Inc | 238.1K | $68.9M | $82.6M | 3.80% | +11.7K | 2026-06-30 |
| 10 | QQQ | Invesco Qqq TR | 90.6K | $66.7M | $65.3M | 3.00% | +3.9K | 2026-06-30 |
| 11 | WMT | Walmart Inc | 581.6K | $65.9M | $69.4M | 3.19% | +7.5K | 2026-06-30 |
| 12 | NVDA | NVIDIA Corporation | 300.8K | $60.2M | $65.6M | 3.02% | +19.0K | 2026-06-30 |
| 13 | GOOG | Alphabet Inc | 164.7K | $58.2M | $52.2M | 2.40% | +3.0K | 2026-06-30 |
| 14 | JBHT | Hunt J B Trans Svcs Inc | 192.4K | $55.7M | $44.6M | 2.05% | -5,927 | 2026-06-30 |
| 15 | IGSB | iShares TR | 1.05M | $55.0M | $54.1M | 2.49% | +64.8K | 2026-06-30 |
| 16 | IWM | iShares TR | 176.8K | $53.1M | $49.5M | 2.28% | +4.2K | 2026-06-30 |
| 17 | IJH | iShares TR | 643.3K | $49.6M | $47.1M | 2.17% | +30.4K | 2026-06-30 |
| 18 | XLI | Select Sector Spdr TR | 260.6K | $48.3M | $43.8M | 2.01% | +7.8K | 2026-06-30 |
| 19 | MSFT | Microsoft Corp | 114.4K | $42.7M | $60.8M | 2.80% | +7.7K | 2026-06-30 |
| 20 | XLP | Select Sector Spdr TR | 476.7K | $39.6M | $41.5M | 1.91% | +13.1K | 2026-06-30 |
| 21 | BRK-B | Berkshire Hathaway Inc Del | 68.9K | $34.5M | $34.5M | 1.59% | +3.0K | 2026-06-30 |
| 22 | VPL | Vanguard Intl Equity Index F | 287.9K | $33.3M | $31.9M | 1.47% | -- | 2026-06-30 |
| 23 | AMZN | Amazon.com Inc | 131.2K | $31.3M | $33.2M | 1.53% | +3.3K | 2026-06-30 |
| 24 | XLF | Select Sector Spdr TR | 572.6K | $30.7M | $32.0M | 1.47% | +63.1K | 2026-06-30 |
| 25 | PANW | Palo Alto Networks Inc | 84.6K | $28.9M | $34.0M | 1.56% | +600 | 2026-06-30 |
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