WBH ADVISORY INC
Q1 2025 13F Holdings
- Locationbaltimore, MD
- Num holdings
325
- Value ($000)
$1,071,838
- Date Filed05/12/2025
- Form type13F-HR
- CIK0001259671
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $53.43M | 5 % | 194,392 | ||
VANGUARD WORLD FD | INF TECH ETF | 92204A702 | $50.89M | 5 % | 93,832 | ||
SCHB SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $45.75M | 4 % | 2,125,048 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $30.14M | 3 % | 485,279 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $27.54M | 3 % | 603,360 | ||
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $26.84M | 3 % | 408,093 | ||
XLK SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | $25.71M | 2 % | 124,531 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $22.25M | 2 % | 59,264 | ||
VGSH VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | $21.08M | 2 % | 359,196 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $20.44M | 2 % | 36,379 |
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