Campbell Wealth Management 13F Holdings
CIK 0001736648 · ALEXANDRIA, VA
As of Dec 31, 2024, Campbell Wealth Management reported 97 positions worth
CIK 0001736648 · ALEXANDRIA, VA
As of Dec 31, 2024, Campbell Wealth Management reported 97 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 15,779,897 | $365.8K | 32.92% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 1,371,949 | 32.9K | 11.96% |
| SCHWAB 5-10 YEAR CORPORATE BOND ETF | SCHI | — | 5,681,777 | 25.4K | 11.29% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 193,020 | $79.2K | 7.13% |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | DIA | — | 168,821 | $71.8K | 6.46% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 863,284 | $66.7K | 6.00% |
| THE INDUSTRIAL SELECT SECTOR SPDR FUND | XLI | — | 315,965 | $41.6K | 3.75% |
| THE FINANCIAL SELECT SECTOR SPDR FUND | XLF | Equity | 756,328 | $36.6K | 3.29% |
| ISHARES CORE S&P 500 ETF | IVV | — | 51,463 | $30.3K | 2.73% |
| SCHWAB US MID-CAP ETF | SCHM | Equity | 922,911 | $25.6K | 2.30% |
| INVESCO BULLETSHARES 2025 CORPORATE BOND ETF | BSCP | — | 1,226,816 | $25.3K | 2.28% |
| ISHARES RUSSELL 3000 ETF | IWV | — | 62,225 | $20.8K | 1.87% |
| ISHARES RUSSELL 1000 ETF | IWB | — | 51,848 | 6.7K | 1.50% |
| ISHARES 0-3 MONTH TREASURY BOND ETF | SGOV | — | 84,902 | $8.5K | 0.77% |
| APPLE INC | AAPL | Technology | 22,810 | $5.7K | 0.51% |
| EXXON MOBIL CORP | XOM | Energy | 44,587 | $4.8K | 0.43% |
| MICROSOFT CORP | MSFT | Technology | 10,724 | $4.5K | 0.41% |
| SCHWAB US SMALL-CAP ETF | SCHA | — | 153,540 | $4.0K | 0.36% |
| ISHARES RUSSELL 2000 ETF | IWM | — | 17,250 | $3.8K | 0.34% |
| SPDR S&P 500 ETF TRUST | SPY | — | 3,671 | $2.2K | 0.19% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 33,297 | $2.1K | 0.19% |
| ELI LILLY & CO | LLY | Healthcare | 2,470 | .9K | 0.17% |
| AMAZON.COM INC | AMZN | Equity | 8,389 | .8K | 0.17% |
| INTERNATIONAL BUSINESS MACHINES CORP | IBM | Technology | 5,537 | .2K | 0.11% |
| MARRIOTT INTERNATIONAL INC | MAR | Consumer Cyclical | 4,224 | .2K | 0.11% |