Waycross Investment Management Co

Q3 2025 13F Holdings

  • Location
    bellingham, WA
  • Num holdings

    42

  • Value ($000)

    $98,018

  • Date Filed
    10/23/2025
  • Form type
    13F-HR
  • CIK
    0001922448
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$10.64M
11 %

121,881

I
IBTK

ISHARES TR

IBOND DEC 2030
46436E593
$9.98M
10 %

502,032

I
IBTJ

ISHARES TR

IBONDS 29 TRM TS
46436E825
$9.24M
9 %

420,746

D
DUHP

DIMENSIONAL ETF TRUST

US HIGH PROFITAB
25434V831
$7.24M
7 %

191,794

B
BSCU

INVESCO EXCH TRD SLF IDX FD

INVSCO 30 CORP
46138J460
$6.45M
7 %

381,431

B
BSCV

INVESCO EXCH TRD SLF IDX FD

BULETSHS 2031 CP
46138J429
$6.38M
7 %

382,719

X
XLU

SELECT SECTOR SPDR TR

SBI INT-UTILS
81369Y886
$4.75M
5 %

54,496

S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$3.95M
4 %

5,934

M
MSFT

MICROSOFT CORP

COM
594918104
$3.71M
4 %

7,155

G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$2.86M
3 %

11,739

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