WBH ADVISORY INC
352 holdingsFiling period: 2026-03-31Current AUM: $1.48Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 214.1K | $69.2M | $79.4M | 5.37% | -569 | 2026-03-31 |
| 2 | VGT | VANGUARD WORLD FD | 80.8K | $57.1M | $74.1M | 5.01% | -7,529 | 2026-03-31 |
| 3 | SPYM | SPDR SERIES TRUST | 711.0K | $54.8M | $63.0M | 4.25% | +18.3K | 2026-03-31 |
| 4 | SCHB | SCHWAB STRATEGIC TR | 2.12M | $53.6M | $61.6M | 4.16% | +86.9K | 2026-03-31 |
| 5 | XLK | SELECT SECTOR SPDR TR | 298.7K | $40.3M | $53.2M | 3.59% | +9.3K | 2026-03-31 |
| 6 | VXUS | VANGUARD STAR FDS | 491.3K | $38.3M | $42.0M | 2.84% | +10.5K | 2026-03-31 |
| 7 | FBND | FIDELITY MERRIMACK STR TR | 733.8K | $33.5M | $32.8M | 2.22% | +21.4K | 2026-03-31 |
| 8 | BDYN | BLACKROCK ETF TRUST | 1.05M | $25.9M | $29.3M | 1.98% | +42.9K | 2026-03-31 |
| 9 | BND | VANGUARD BD INDEX FDS | 330.5K | $24.3M | $23.8M | 1.61% | -23,446 | 2026-03-31 |
| 10 | VB | VANGUARD INDEX FDS | 89.3K | $23.5M | $26.5M | 1.79% | -3,041 | 2026-03-31 |
| 11 | VCSH | VANGUARD SCOTTSDALE FDS | 290.5K | $23.0M | $22.8M | 1.54% | +17.0K | 2026-03-31 |
| 12 | VGIT | VANGUARD SCOTTSDALE FDS | 376.6K | $22.3M | $21.9M | 1.48% | +23.3K | 2026-03-31 |
| 13 | SCHG | SCHWAB STRATEGIC TR | 742.1K | $21.8M | $25.6M | 1.73% | -88,208 | 2026-03-31 |
| 14 | IVV | ISHARES TR | 32.9K | $21.6M | $24.9M | 1.68% | -124 | 2026-03-31 |
| 15 | SCHX | SCHWAB STRATEGIC TR | 815.8K | $21.1M | $24.2M | 1.64% | -10,400 | 2026-03-31 |
| 16 | VGSH | VANGUARD SCOTTSDALE FDS | 346.4K | $20.2M | $20.1M | 1.35% | +15.1K | 2026-03-31 |
| 17 | IEFA | ISHARES TR | 216.6K | $19.9M | $21.6M | 1.46% | +12.6K | 2026-03-31 |
| 18 | BDVL | BLACKROCK ETF TRUST | 774.7K | $19.3M | $20.5M | 1.39% | -16,921 | 2026-03-31 |
| 19 | AAPL | APPLE INC | 71.2K | $18.2M | $22.2M | 1.50% | -653 | 2026-03-31 |
| 20 | SCHF | SCHWAB STRATEGIC TR | 713.6K | $17.9M | $19.9M | 1.34% | +11.8K | 2026-03-31 |
| 21 | XLY | SELECT SECTOR SPDR TR | 153.3K | $16.8M | $17.9M | 1.21% | -12,824 | 2026-03-31 |
| 22 | XLC | SELECT SECTOR SPDR TR | 150.5K | $16.7M | $16.4M | 1.10% | -2,705 | 2026-03-31 |
| 23 | VHT | VANGUARD WORLD FD | 58.7K | $16.1M | $18.0M | 1.22% | -3,452 | 2026-03-31 |
| 24 | XLF | SELECT SECTOR SPDR TR | 317.9K | $15.7M | $18.1M | 1.22% | -38,796 | 2026-03-31 |
| 25 | SPSM | SPDR SERIES TRUST | 313.5K | $15.2M | $17.9M | 1.21% | +3.3K | 2026-03-31 |
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