MSH Capital Advisors LLC
274 holdingsFiling period: 2026-03-31Current AUM: $529.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 170.8K | $43.3M | $52.8M | 9.96% | +524 | 2026-03-31 |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 241.6K | $15.5M | $17.1M | 3.22% | +10.1K | 2026-03-31 |
| 3 | SDY | SPDR SERIES TRUST | 91.7K | $13.4M | $14.2M | 2.68% | +7.7K | 2026-03-31 |
| 4 | SCHD | SCHWAB STRATEGIC TR | 325.1K | $10.0M | $10.9M | 2.05% | +12.5K | 2026-03-31 |
| 5 | SCHG | SCHWAB STRATEGIC TR | 317.7K | $9.3M | $10.9M | 2.05% | +2.0K | 2026-03-31 |
| 6 | IEFA | ISHARES TR | 97.8K | $8.9M | $9.6M | 1.81% | +14.7K | 2026-03-31 |
| 7 | IVV | ISHARES TR | 13.0K | $8.5M | $9.8M | 1.85% | -24 | 2026-03-31 |
| 8 | JPM | JPMORGAN CHASE & CO | 28.5K | $8.4M | $10.0M | 1.89% | -524 | 2026-03-31 |
| 9 | MSFT | MICROSOFT CORP | 20.7K | $7.7M | $9.6M | 1.82% | +1.5K | 2026-03-31 |
| 10 | VYM | VANGUARD WHITEHALL FDS | 50.2K | $7.4M | $8.1M | 1.53% | +2.0K | 2026-03-31 |
| 11 | XOM | EXXON MOBIL CORP | 39.8K | $6.8M | $6.2M | 1.17% | +387 | 2026-03-31 |
| 12 | XOM | EXXON MOBIL CORP | 39.8K | $6.8M | $6.2M | 1.17% | +387 | 2026-03-31 |
| 13 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 13.5K | $6.5M | $6.5M | 1.22% | -1,121 | 2026-03-31 |
| 14 | VUG | VANGUARD INDEX FDS | 14.6K | $6.4M | $7.4M | 1.41% | +2.7K | 2026-03-31 |
| 15 | IVW | ISHARES TR | 52.1K | $5.9M | $7.0M | 1.33% | -1,165 | 2026-03-31 |
| 16 | NOBL | PROSHARES TR | 53.8K | $5.7M | $6.1M | 1.16% | +2.1K | 2026-03-31 |
| 17 | IJH | ISHARES TR | 83.1K | $5.6M | $6.3M | 1.18% | +3.2K | 2026-03-31 |
| 18 | KO | COCA COLA CO | 73.5K | $5.6M | $6.4M | 1.22% | +880 | 2026-03-31 |
| 19 | IJR | ISHARES TR | 43.8K | $5.4M | $6.4M | 1.20% | +1.1K | 2026-03-31 |
| 20 | JNJ | JOHNSON & JOHNSON | 21.1K | $5.2M | $5.4M | 1.02% | +318 | 2026-03-31 |
| 21 | SCZ | ISHARES TR | 64.2K | $5.0M | $5.4M | 1.02% | +444 | 2026-03-31 |
| 22 | GOOGL | ALPHABET INC | 17.5K | $5.0M | $6.2M | 1.18% | +3.3K | 2026-03-31 |
| 23 | SHW | SHERWIN WILLIAMS CO | 14.2K | $4.6M | $4.8M | 0.91% | +72 | 2026-03-31 |
| 24 | VXUS | VANGUARD STAR FDS | 57.1K | $4.4M | $4.8M | 0.91% | -- | 2026-03-31 |
| 25 | VTV | VANGUARD INDEX FDS | 22.4K | $4.4M | $4.9M | 0.93% | +6.0K | 2026-03-31 |
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