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Willis Johnson Wealth, Inc.

Q4 2024 Holdings

Filed 2025-02-14 | 157 holdings | $1.3B | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Ishares TR(MBB)MBS ETF464288588$48.7M531,2543.7%
Ishares TR(IJJ)S&P MC 400VL ETF464287705$56.9M455,0504.4%
Ishares TR(IJK)S&P MC 400GR ETF464287606$58.8M646,3184.5%
Vanguard Intl Equity Index F(VWO)FTSE EMR MKT ETF922042858$66.9M1,519,3245.1%
Vanguard Intl Equity Index F(VGK)FTSE EUROPE ETF922042874$95.6M1,505,6297.3%
Spdr SER TR(SPYV)PRTFLO S&P500 VL78464A508$207.3M4,054,40515.9%
Spdr SER TR(SPYG)PRTFLO S&P500 GW78464A409$210.3M2,392,98516.2%
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