WBH ADVISORY INC 13F Holdings
CIK 0001259671
As of Sep 30, 2025, WBH ADVISORY INC reported 343 positions worth
CIK 0001259671
As of Sep 30, 2025, WBH ADVISORY INC reported 343 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 211,026 | $69.3M | 5.52% |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND | VGT | — | 88,746 | $66.3M | 5.28% |
| SCHWAB US BROAD MARKET ETF | SCHB | — | 2,019,089 | $51.9M | 4.14% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 637,639 | $50.0M | 3.98% |
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF | XLK | — | 135,918 | $38.3M | 3.05% |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | VXUS | — | 473,930 | $34.8M | 2.77% |
| FIDELITY TOTAL BOND ETF | FBND | — | 613,792 | $28.4M | 2.26% |
| ISHARES DYN ACT ETF | BDYN | — | 1,038,507 | $26.3M | 2.09% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 804,729 | $25.7M | 2.05% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 338,710 | $25.2M | 2.01% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 92,729 | $23.6M | 1.88% |
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 837,192 | $22.1M | 1.76% |
| ISHARES CORE S&P 500 ETF | IVV | — | 32,890 | $22.0M | 1.75% |
| MICROSOFT CORP | MSFT | Technology | 41,393 | $21.4M | 1.71% |
| VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | VGIT | — | 354,633 | $21.3M | 1.70% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | VCSH | — | 255,037 | $20.4M | 1.62% |
| STATE STREET(R) CONSUMER DISCRETIONARY SELECT SECTOR SPDR(R) ETF | XLY | — | 83,560 | $20.0M | 1.60% |
| THE FINANCIAL SELECT SECTOR SPDR FUND | XLF | Equity | 365,041 | 9.7M | 1.57% |
| ISHARES DV EQUITY ACTIVE ETF | BDVL | — | 781,039 | 9.5M | 1.56% |
| VANGUARD SHORT-TERM TREASURY INDEX FUND | VGSH | — | 315,052 | 8.5M | 1.48% |
| THE COMMUNICATION SERVICES SELECT SECTOR SPDR FUND | XLC | — | 154,985 | 8.3M | 1.46% |
| APPLE INC | AAPL | Technology | 71,858 | 8.3M | 1.46% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 194,948 | 7.0M | 1.36% |
| VANGUARD HEALTH CARE INDEX FUND | VHT | — | 62,633 | 6.3M | 1.30% |
| SCHWAB INTERNATIONAL EQUITY ETF | SCHF | — | 677,148 | 5.8M | 1.26% |