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Greykasell Wealth Strategies, Inc.

Q2 2025 Holdings

Filed 2025-08-11 | 311 holdings | $208.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Lowes COS Inc COM(LOW)Stock548661107$287.5K1,2960.1%
Ishares U.S. Consumer Discretionary ETF(IYC)ETF464287580$288.6K2,8960.1%
Ishares Msci Eafe MIN VOL Factor ETF(EFAV)ETF46429B689$291.3K3,4650.1%
Broadridge Finl Solutions Inc COM(BR)Stock11133T103$292.9K1,2050.1%
Wisdomtree Dynamic International Equity Fund(DDWM)ETF97717X263$300.9K7,5880.1%
Vanguard Real Estate ETF(VNQ)ETF922908553$306.4K3,4400.1%
Ishares Core Total USD Bond Market ETF(IUSB)ETF46434V613$306.4K6,6280.1%
Fedex Corp COM(FDX)Stock31428X106$308.9K1,3590.1%
Tesla Inc COM(TSLA)Stock88160R101$314.8K9910.2%
GE Aerospace COM New(GE)Stock369604301$320.2K1,2440.2%
Ishares Core Dividend Growth ETF(DGRO)ETF46434V621$325.3K5,0880.2%
Invesco S&P Smallcap Momentum ETF(XSMO)ETF46137V498$328.0K4,8230.2%
Bank America Corp COM(BAC)Stock060505104$344.5K7,2810.2%
Thermo Fisher Scientific Inc COM(TMO)Stock883556102$352.3K8690.2%
Transdigm Group Inc COM(TDG)Stock893641100$374.7K2460.2%
Franklin U.S. Mid Cap Multifactor Index ETF(FLQM)ETF35473P884$379.1K6,9800.2%
Ishares Msci Eurozone ETF(EZU)ETF464286608$379.8K6,3890.2%
Simplify Aggregate Bond ETF(AGGH)ETF82889N723$382.7K18,5410.2%
Vanguard Health Care ETF(VHT)ETF92204A504$393.6K1,5850.2%
Taiwan Semiconductor MFG LTD Sponsored ADS(TSM)ADR874039100$411.1K1,8150.2%
Mercadolibre Inc COM(MELI)Stock58733R102$420.1K1610.2%
Vanguard International Dividend Appreciation ETF(VIGI)ETF921946810$435.2K4,8290.2%
Johnson & Johnson COM(JNJ)Stock478160104$439.7K2,8790.2%
Booking Holdings Inc COM(BKNG)Stock09857L108$450.3K780.2%
Crowdstrike Hldgs Inc CL A(CRWD)Stock22788C105$451.8K8870.2%
Honeywell Intl Inc COM(HON)Stock438516106$452.0K1,9410.2%
Unitedhealth Group Inc COM(UNH)Stock91324P102$464.8K1,4900.2%
MFS Active International ETF(MFSI)ETF55286W405$481.4K16,9220.2%
Citigroup Inc COM New(C)Stock172967424$488.3K5,7370.2%
Vanguard Total Stock Market ETF(VTI)ETF922908769$493.3K1,6230.2%
Public Storage Oper Co COM(PSA)REIT74460D109$498.7K1,7000.2%
Schwab Charles Corp COM(SCHW)Stock808513105$500.7K5,4880.2%
Starbucks Corp COM(SBUX)Stock855244109$513.0K5,5990.2%
Marvell Technology Inc COM(MRVL)Stock573874104$573.1K7,4040.3%
Ishares Core 1-5 Year USD Bond ETF(ISTB)ETF46432F859$587.0K12,0650.3%
General Dynamics Corp COM(GD)Stock369550108$589.8K2,0220.3%
Sherwin Williams Co COM(SHW)Stock824348106$638.4K1,8590.3%
Ishares Core Msci Emerging Markets ETF(IEMG)ETF46434G103$645.6K10,7550.3%
Qualcomm Inc COM(QCOM)Stock747525103$647.3K4,0650.3%
Vanguard Small Cap Value ETF(VBR)ETF922908611$675.1K3,4620.3%
Berkshire Hathaway Inc del CL A(BRK/A)Stock084670108$728.8K10.3%
Cisco SYS Inc COM(CSCO)Stock17275R102$755.5K10,8900.4%
Disney Walt Co COM(DIS)Stock254687106$784.7K6,3280.4%
Victoryshares Free Cash Flow ETF(VFLO)ETF92647X830$788.2K22,2980.4%
Ishares California Muni Bond ETF(CMF)ETF464288356$815.0K14,6210.4%
BlackRock Inc COM(BLK)Stock09290D101$824.3K7860.4%
Ishares Core Msci International Developed Markets ETF(IDEV)ETF46435G326$824.7K10,8450.4%
Amgen Inc COM(AMGN)Stock031162100$828.6K2,9680.4%
Ishares National Muni Bond ETF(MUB)ETF464288414$836.7K8,0080.4%
Chevron Corp New COM(CVX)Stock166764100$852.4K5,9530.4%
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