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BURKETT FINANCIAL SERVICES, LLC

13F
BURKETT FINANCIAL SERVICES, LLC
Last update 2025-04-11 255 Stocks (40 new)
Value $245.00 Mil Turnover 3 %
Countries:
Top Holdings: SCHD(18.00%)SCHG(17.09%)DBEF(8.41%)VEA(8.35%)EAGL(7.35%)
Summary Stock Picks Current Portfolio
BURKETT FINANCIAL SERVICES, LL... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHD 		Schwab US Dividend Equity ETF
1,580,169
44,181.5
+2.47%
18.000
+0.43%
0.060
-5.64%
-3.12%
68,242.6
 
SCHG 		Schwab U.S. Large-Cap Growth ETF
1,675,726
41,960.2
-2.60%
17.090
-0.51%
0.120
+3.80%
-0.11%
41,645.5
 
DBEF 		Xtrackers MSCI EAFE Hedged Equity ETF
476,595
20,636.5
+0.37%
8.410
+0.03%
0.270
+0.85%
+8.91%
8,064.0
 
VEA 		Vanguard FTSE Developed Markets ETF
403,329
20,501.2
+4.89%
8.350
+0.39%
0.010
+7.31%
+17.86%
152,176.7
 
EAGL 		Eagle Capital Select Equity ETF
644,021
18,039.0
0%
7.350
0%
0.760
+1.08%
+4.09%
2,470.3
 
CPSL 		Calamos Laddered S&P 500 Structured Alt Protection ETF
706,611
17,969.4
+8.92%
7.320
+0.60%
34.140
+1.25%
+1.60%
61.7
 
EEMV 		iShares MSCI Emerging Markets Min Vol Factor ETF
273,176
15,937.1
+4.02%
6.490
+0.25%
0.380
+5.73%
+6.23%
4,373.4
 
IJH 		iShares Core S&P Mid-Cap ETF
238,525
13,917.9
+2.04%
5.670
+0.11%
0.020
+0.64%
-2.62%
92,495.5
 
IJR 		iShares Core S&P Small-Cap ETF
69,670
7,285.4
+4.33%
2.970
+0.12%
0.010
-1.78%
-7.38%
77,469.0
 
VGIT 		Vanguard Intermediate-Term Government Bond ETF
93,789
5,571.1
+7.72%
2.270
+0.16%
0.020
+1.22%
+3.44%
31,771.2
 

BURKETT FINANCIAL SERVICES, LLC's Historical Top Holdings Breakdowns

BURKETT FINANCIAL SERVICES, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CPSL 		Calamos Laddered S&P 500 Structured Alt Protection ETF2025-03-31Add
+0.60%
●
25.29 ($25.65) 25.89
$25.97
1.25%
Add 8.92%
706,611
57,848
SCHG 		Schwab U.S. Large-Cap Growth ETF2025-03-31Reduce
-0.51%
●
24.91 ($27.39) 29.02
$27.81
1.53%
Reduce -2.6%
1,675,726
-44,700
SCHD 		Schwab US Dividend Equity ETF2025-03-31Add
+0.43%
●
27.01 ($27.88) 28.54
$26.23
-5.92%
Add 2.47%
1,580,169
38,030
VEA 		Vanguard FTSE Developed Markets ETF2025-03-31Add
+0.39%
●
47.4 ($50.6) 52.99
$56.10
10.87%
Add 4.89%
403,329
18,798
EEMV 		iShares MSCI Emerging Markets Min Vol Factor ETF2025-03-31Add
+0.25%
●
57.07 ($58.33) 59.29
$61.60
5.61%
Add 4.02%
273,176
10,546
VGIT 		Vanguard Intermediate-Term Government Bond ETF2025-03-31Add
+0.16%
●
57.44 ($58.5) 59.4
$59.05
0.94%
Add 7.72%
93,789
6,723
IJR 		iShares Core S&P Small-Cap ETF2025-03-31Add
+0.12%
●
102.49 ($112.84) 119.96
$106.39
-5.72%
Add 4.33%
69,670
2,889
IJH 		iShares Core S&P Mid-Cap ETF2025-03-31Add
+0.11%
●
57.21 ($62.1) 65.8
$60.51
-2.56%
Add 2.04%
238,525
4,773
SCHF 		Schwab International Equity ETF2025-03-31Reduce
-0.07%
●
18.36 ($19.62) 20.51
$21.79
11.06%
Reduce -8.71%
97,960
-9,352
VT 		Vanguard Total World Stock ETF2025-03-31Add
+0.05%
●
115.08 ($119.66) 123.97
$124.46
4.01%
Add 25.73%
5,009
1,025

BURKETT FINANCIAL SERVICES, LLC Total Holding History ($B)

To

BURKETT FINANCIAL SERVICES, LLC's Asset Allocation

To

BURKETT FINANCIAL SERVICES, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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BURKETT FINANCIAL SERVICES, LLC's Hypothetical Growth since 2025-03-31

BURKETT FINANCIAL SERVICES, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

BURKETT FINANCIAL SERVICES, LLC's Holdings Heat Map

Size field:

BURKETT FINANCIAL SERVICES, LLC's Holdings Bubble Chart

BURKETT FINANCIAL SERVICES, LLC News

  • 1

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