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Greykasell Wealth Strategies, Inc.

Q4 2024 Holdings

Filed 2025-02-10 | 119 holdings | $180.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Ishares California Muni Bond ETF(CMF)ETF464288356$725.3K12,6620.4%
Amgen Inc COM(AMGN)COM031162100$749.6K2,8760.4%
Deere & Co COM(DE)COM244199105$754.3K1,7800.4%
Capital Group International Focus Equity ETF(CGXU)ETF14019W109$754.8K30,5970.4%
Fastenal Co COM(FAST)COM311900104$808.3K11,2410.4%
Marvell Technology Inc COM(MRVL)COM573874104$817.8K7,4040.5%
Chevron Corp New COM(CVX)COM166764100$836.5K5,7750.5%
BlackRock Inc COM(BLK)COM09290D101$851.1K8300.5%
Goldman Sachs Group Inc COM(GS)COM38141G104$879.0K1,5350.5%
Ishares Core 1-5 Year USD Bond ETF(ISTB)ETF46432F859$879.3K18,4080.5%
Abbvie Inc COM(ABBV)COM00287Y109$896.0K5,0420.5%
Ishares Convertible Bond ETF(ICVT)ETF46435G102$907.5K10,6810.5%
Franklin Ftse India ETF(FLIN)ETF35473P769$915.4K24,1520.5%
Berkshire Hathaway Inc del CL B New(BRK/B)COM084670702$923.3K2,0370.5%
Ishares National Muni Bond ETF(MUB)ETF464288414$944.5K8,8640.5%
Paccar Inc COM(PCAR)COM693718108$995.7K9,5720.6%
Northrop Grumman Corp COM(NOC)COM666807102$1.0M2,1420.6%
Marriott Intl Inc New CL A(MAR)COM571903202$1.0M3,6290.6%
Workday Inc CL A(WDAY)COM98138H101$1.0M4,0600.6%
Ishares Cohen & Steers REIT ETF(ICF)ETF464287564$1.1M18,0300.6%
Home Depot Inc COM(HD)COM437076102$1.1M2,8850.6%
Adobe Inc COM(ADBE)COM00724F101$1.1M2,5260.6%
KLA Corp COM New(KLAC)COM482480100$1.1M1,7840.6%
Invesco California Amt-Free Municipal Bond ETF(PWZ)ETF46138E206$1.2M47,2450.6%
Walmart Inc COM(WMT)COM931142103$1.2M12,9530.7%
Intuit COM(INTU)COM461202103$1.2M1,9060.7%
Ishares ESG Aware Msci EM ETF(ESGE)ETF46434G863$1.3M37,5700.7%
Vanguard Intermediate-Term Bond ETF(BIV)ETF921937819$1.3M16,8790.7%
Progressive Corp COM(PGR)COM743315103$1.3M5,3430.7%
Visa Inc COM CL A(V)COM92826C839$1.3M4,1120.7%
Unitedhealth Group Inc COM(UNH)COM91324P102$1.3M2,5830.7%
Salesforce Inc COM(CRM)COM79466L302$1.3M3,9580.7%
T-Mobile US Inc COM(TMUS)COM872590104$1.4M6,2530.8%
JPMorgan Chase & Co. COM(JPM)COM46625H100$1.6M6,7720.9%
Prologis Inc. COM(PLD)REIT74340W103$1.6M15,4520.9%
Vanguard Ftse Emerging Markets ETF(VWO)ETF922042858$1.6M37,1710.9%
Emqq the Emerging Markets Internet ETF(EMQQ)ETF301505889$1.8M51,7021.0%
Broadcom Inc COM(AVGO)COM11135F101$1.8M7,7621.0%
Mastercard Incorporated CL A(MA)COM57636Q104$1.9M3,6611.1%
Invesco S&P 500 Equal Weight ETF(RSP)ETF46137V357$2.0M11,5731.1%
Costco Whsl Corp New COM(COST)COM22160K105$2.2M2,3511.2%
Ishares Morningstar U.S. Equity ETF(ILCB)ETF464287127$2.2M26,7641.2%
Capital Group Global Growth Equity ETF(CGGO)ETF14020X104$2.3M77,5831.3%
ARK Innovation ETF(ARKK)ETF00214Q104$2.3M40,5441.3%
Servicenow Inc COM(NOW)COM81762P102$2.3M2,1971.3%
Ishares Core U.S. Aggregate Bond ETF(AGG)ETF464287226$2.4M25,1881.4%
Nvidia Corporation COM(NVDA)COM67066G104$2.4M18,1961.4%
Ishares Morningstar Growth ETF(ILCG)ETF464287119$2.6M29,3361.5%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$2.7M57,2701.5%
Equinix Inc COM(EQIX)REIT29444U700$2.7M2,9091.5%
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