MSH Capital Advisors LLC
322 holdingsFiling period: 2026-06-30Current AUM: $603.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 182.7K | $52.9M | $62.8M | 10.41% | +11.9K | 2026-06-30 |
| 2 | VEA | Vanguard Tax-Managed Fds | 262.7K | $18.7M | $18.2M | 3.02% | +21.1K | 2026-06-30 |
| 3 | SDY | Spdr Series Trust | 92.8K | $14.1M | $14.7M | 2.44% | +1.1K | 2026-06-30 |
| 4 | SCHG | Schwab Strategic TR | 341.3K | $11.6M | $12.0M | 1.99% | +23.6K | 2026-06-30 |
| 5 | JPM | JPMorgan Chase & Co | 33.4K | $10.9M | $11.1M | 1.85% | +4.9K | 2026-06-30 |
| 6 | SCHD | Schwab Strategic TR | 343.6K | $10.9M | $12.1M | 2.01% | +18.5K | 2026-06-30 |
| 7 | IEFA | iShares TR | 100.6K | $9.7M | $9.7M | 1.60% | +2.8K | 2026-06-30 |
| 8 | IVV | iShares TR | 12.9K | $9.7M | $9.9M | 1.64% | -133 | 2026-06-30 |
| 9 | VYM | Vanguard Whitehall Fds | 56.4K | $8.9M | $9.2M | 1.52% | +6.2K | 2026-06-30 |
| 10 | MSFT | Microsoft Corp | 23.5K | $8.8M | $12.5M | 2.07% | +2.8K | 2026-06-30 |
| 11 | VUG | Vanguard Index Fds | 100.3K | $8.6M | $8.8M | 1.46% | +85.8K | 2026-06-30 |
| 12 | IVW | iShares TR | 56.6K | $7.8M | $7.8M | 1.29% | +4.5K | 2026-06-30 |
| 13 | GOOGL | Alphabet Inc | 20.1K | $7.2M | $6.4M | 1.06% | +2.7K | 2026-06-30 |
| 14 | BRK-B | Berkshire Hathaway Inc Del | 14.2K | $7.1M | $7.1M | 1.18% | +685 | 2026-06-30 |
| 15 | IJH | iShares TR | 88.2K | $6.8M | $6.4M | 1.07% | +5.1K | 2026-06-30 |
| 16 | NOBL | ProShares TR | 115.4K | $6.5M | $6.7M | 1.12% | +61.7K | 2026-06-30 |
| 17 | IJR | iShares TR | 43.4K | $6.4M | $6.0M | 1.00% | -439 | 2026-06-30 |
| 18 | NVDA | NVIDIA Corporation | 31.3K | $6.3M | $6.8M | 1.12% | +11.2K | 2026-06-30 |
| 19 | KO | Coca Cola Co | 73.8K | $6.0M | $6.8M | 1.13% | +296 | 2026-06-30 |
| 20 | AMZN | Amazon.com Inc | 24.3K | $5.8M | $6.1M | 1.00% | +3.6K | 2026-06-30 |
| 21 | JNJ | Johnson & Johnson | 22.6K | $5.7M | $6.0M | 1.00% | +1.5K | 2026-06-30 |
| 22 | XOM | Exxon Mobil Corp | 39.9K | $5.5M | $7.4M | 1.22% | +95 | 2026-06-30 |
| 23 | XOM | Exxon Mobil Corp | 39.9K | $5.5M | $7.4M | 1.22% | +95 | 2026-06-30 |
| 24 | VXUS | Vanguard Star Fds | 62.6K | $5.4M | $5.2M | 0.86% | +5.6K | 2026-06-30 |
| 25 | SCZ | iShares TR | 63.9K | $5.3M | $5.3M | 0.88% | -284 | 2026-06-30 |
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