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Scissortail Wealth Management, LLC13F | |
| Scissortail Wealth Management, LLC | |
| Last update 2025-05-12 | 105 Stocks (8 new) |
| Value $389.00 Mil | Turnover 15 % |
Scissortail Wealth Management,... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTI | Vanguard Total Stock Market ETF | 116,188 | 31,933.1 | -15.76% | 8.200 | -1.61% | 0.010 | +16.85% | +6.88% | 472,824.3 | ||
IVW | iShares S&P 500 Growth ETF | 195,807 | 18,176.8 | -1.88% | 4.670 | -0.10% | 0.040 | +22.37% | +9.79% | 61,254.6 | ||
QUAL | iShares MSCI USA Quality Factor ETF | 84,409 | 14,424.6 | +12.35% | 3.710 | +0.41% | 0.030 | +11.82% | +3.75% | 53,285.1 | ||
IVV | iShares Core S&P 500 ETF | 22,904 | 12,869.5 | -14.62% | 3.310 | -0.59% | 0.000 | +16.30% | +7.31% | 623,414.8 | ||
VEU | Vanguard FTSE All-World ex-US ETF | 210,645 | 12,777.7 | +3.23% | 3.280 | +0.10% | 0.030 | +14.19% | +18.13% | 43,861.2 | ||
IBTF |
iShares iBonds Dec 2025 Term Treasury ETF
iShares iBonds Dec 2025 Term Treasury ETF
| 508,067 | 11,873.5 | +9.12% | 3.050 | +0.25% | 0.560 | +0.93% | +2.09% | 2,016.2 | ||
BINC | iShares Flexible Income Active ETF | 226,301 | 11,853.6 | New Holding | 3.040 | +3.04% | 0.130 | +3.67% | +3.67% | 9,771.4 | ||
AAPL | Apple Inc | 51,595 | 11,460.7 | -4.62% | 2.940 | -0.16% | 0.000 | +3.37% | -16.31% | 3,122,558.5 | Hardware | |
IBTG |
iShares iBonds Dec 2026 Term Treasury ETF
iShares iBonds Dec 2026 Term Treasury ETF
| 484,001 | 11,103.0 | +839.11% | 2.850 | +2.55% | 0.590 | +0.83% | +2.24% | 1,920.2 | ||
IVE | iShares S&P 500 Value ETF | 54,871 | 10,457.4 | +14.54% | 2.690 | +0.34% | 0.030 | +10.09% | +4.42% | 39,551.8 |
Scissortail Wealth Management, LLC's Historical Top Holdings Breakdowns
Scissortail Wealth Management, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BINC | iShares Flexible Income Active ETF | 2025-03-31 | New Buy New Buy | +3.04% | 51.89 ($52.37) 52.82 | $52.51 | 0.26% | New holding | 226,301 | 226,301 | |
IBTG |
iShares iBonds Dec 2026 Term Treasury ETF
iShares iBonds Dec 2026 Term Treasury ETF
| 2025-03-31 | Add Add | +2.55% | 22.77 ($22.84) 22.94 | $22.86 | 0.07% | Add 839.11% | 484,001 | 432,463 | |
VTI | Vanguard Total Stock Market ETF | 2025-03-31 | Reduce Reduce | -1.61% | 271.18 ($290.53) 303.12 | $307.72 | 5.92% | Reduce -15.76% | 116,188 | -21,741 | |
DGRO | iShares Core Dividend Growth ETF | 2025-03-31 | Sold Out Sold Out | -1.44% | 60.46 ($62.66) 64.42 | $64.78 | 3.38% | Sold Out | 0 | -92,003 | |
SCHD | Schwab US Dividend Equity ETF | 2025-03-31 | Sold Out Sold Out | -1.18% | 27.01 ($27.88) 28.54 | $27.25 | -2.24% | Sold Out | 0 | -168,033 | |
MTUM |
iShares MSCI USA Momentum Factor ETF
iShares MSCI USA Momentum Factor ETF
| 2025-03-31 | New Buy New Buy | +1.16% | 196.12 ($213.69) 229.48 | $239.07 | 11.88% | New holding | 22,405 | 22,405 | |
OEF | iShares S&P 100 ETF | 2025-03-31 | New Buy New Buy | +1.16% | 268.35 ($287.14) 300.35 | $307.73 | 7.17% | New holding | 16,678 | 16,678 | |
HEFA |
iShares Currency Hedged MSCI EAFE ETF
iShares Currency Hedged MSCI EAFE ETF
| 2025-03-31 | New Buy New Buy | +1.06% | 34.83 ($36.45) 37.46 | $37.66 | 3.32% | New holding | 113,995 | 113,995 | |
DDEC |
FT Vest U.S. Equity Deep Buffer ETF - December
FT Vest U.S. Equity Deep Buffer ETF - December
| 2025-03-31 | Sold Out Sold Out | -0.99% | 38.92 ($40.24) 41.1 | $41.97 | 4.30% | Sold Out | 0 | -96,488 | |
SCHG | Schwab U.S. Large-Cap Growth ETF | 2025-03-31 | Sold Out Sold Out | -0.97% | 24.91 ($27.39) 29.02 | $29.46 | 7.56% | Sold Out | 0 | -136,075 |
Scissortail Wealth Management, LLC Total Holding History ($B)
Scissortail Wealth Management, LLC's Asset Allocation
Scissortail Wealth Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Scissortail Wealth Management, LLC's Hypothetical Growth since 2025-03-31
Scissortail Wealth Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Scissortail Wealth Management, LLC's Holdings Heat Map
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Scissortail Wealth Management, LLC's Holdings Bubble Chart
Scissortail Wealth Management, LLC News
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