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WBH Advisory Inc

Q4 2023 Holdings

Filed 2024-01-09 | 305 holdings | $899.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Select Sector Spdr TR(XLK)TECHNOLOGY81369Y803$22.8M118,3352.5%
Vanguard Star FDS(VXUS)VG TL INTL STK F921909768$26.7M460,8343.0%
Schwab Strategic TR(SCHB)US BRD MKT ETF808524102$31.0M556,9073.4%
Vanguard Index FDS(VTI)TOTAL STK MKT922908769$39.0M164,4314.3%
Vanguard World FDS(VGT)INF TECH ETF92204A702$48.9M100,9545.4%
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