WA

WBH ADVISORY INC

13F
WBH ADVISORY INC
Last update 2025-05-12 325 Stocks (18 new)
Value $1.07 Bil Turnover 5 %
Countries:
Top Holdings: VTI(4.98%)VGT(4.75%)SCHB(4.27%)VXUS(2.81%)FBND(2.57%)
Summary Stock Picks Current Portfolio
WBH ADVISORY INC 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
VTI
Vanguard Total Stock Market ETF
194,392
53,426.8
+8.20%
4.980
+0.38%
0.010
+17.65%
+6.63%
471,718.0
 
VGT
Vanguard Information Technology ETF
93,832
50,892.8
-1.67%
4.750
-0.09%
0.060
+29.01%
+8.06%
85,097.1
 
SCHB
Schwab U.S. Broad Market ETF
2,125,048
45,752.3
+4.28%
4.270
+0.18%
0.150
+17.88%
+6.66%
34,639.1
 
VXUS
Vanguard Total International Stock
485,279
30,135.8
+2.94%
2.810
+0.08%
0.040
+15.77%
+18.29%
91,269.6
 
FBND
Fidelity Total Bond ETF
603,360
27,543.4
+12.74%
2.570
+0.29%
0.150
+2.87%
+3.55%
18,466.2
 
SPLG
SPDR Portfolio S&P 500 ETF
408,093
26,836.2
+24.65%
2.500
+0.49%
0.040
+17.15%
+7.06%
72,502.2
 
XLK
Technology Select Sector SPDR ETF
124,531
25,713.2
-4.19%
2.400
-0.12%
0.040
+29.20%
+10.41%
80,440.0
 
MSFT
Microsoft Corp
59,264
22,247.2
-9.07%
2.080
-0.23%
0.000
+29.81%
+19.87%
3,740,948.0
Software
VGSH
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
359,196
21,081.2
-9.52%
1.970
-0.20%
0.100
+1.02%
+2.61%
22,516.4
 
IVV
iShares Core S&P 500 ETF
36,379
20,441.6
+5.90%
1.910
+0.11%
0.000
+17.02%
+7.08%
622,054.4
 

WBH ADVISORY INC's Historical Top Holdings Breakdowns

WBH ADVISORY INC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPLG
SPDR Portfolio S&P 500 ETF
2025-03-31
Add
Add
+0.49%
●
64.88 ($69.16) 72.1
$73.35
6.06%
Add 24.65%
408,093
80,712
VTI
Vanguard Total Stock Market ETF
2025-03-31
Add
Add
+0.38%
●
271.18 ($290.53) 303.12
$307.02
5.68%
Add 8.2%
194,392
14,739
FBND
Fidelity Total Bond ETF
2025-03-31
Add
Add
+0.29%
●
44.41 ($45.29) 45.98
$45.42
0.29%
Add 12.74%
603,360
68,198
IEUR
iShares Core MSCI Europe ETF
2025-03-31
Add
Add
+0.24%
●
53.69 ($58.75) 62.68
$66.31
12.87%
Add 95.55%
86,506
42,268
VT
Vanguard Total World Stock ETF
2025-03-31
Add
Add
+0.24%
●
115.08 ($119.66) 123.97
$129.24
8.01%
Add 26.06%
106,788
22,074
VGIT
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
2025-03-31
Add
Add
+0.24%
●
57.44 ($58.5) 59.4
$59.15
1.11%
Add 18.02%
279,885
42,728
MSFT
Microsoft Corp
2025-03-31
Reduce
Reduce
-0.23%
●
375.39 ($407.71) 447.2
$503.32
23.45%
Reduce -9.07%
59,264
-5,909
SCHQ
Schwab US Long-Term U.S. Treasury ETF
Schwab US Long-Term U.S. Treasury ETF
2025-03-31
Add
Add
+0.23%
●
30.72 ($32.03) 33.22
$31.06
-3.03%
Add 182.06%
113,435
73,219
RSP
Invesco S&P 500 Equal Weight ETF
2025-03-31
New Buy
New Buy
+0.21%
●
169.43 ($177.82) 182.84
$184.42
3.71%
New holding
12,701
12,701
BND
Vanguard Total Bond Market ETF
2025-03-31
Add
Add
+0.20%
●
71.17 ($72.57) 73.66
$72.80
0.32%
Add 12.7%
260,092
29,305

WBH ADVISORY INC Total Holding History ($B)

To

WBH ADVISORY INC's Asset Allocation

To

WBH ADVISORY INC Past Portfolios

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

Top Ranked Articles

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WBH ADVISORY INC's Hypothetical Growth since 2025-03-31

WBH ADVISORY INC's Yearly Returns

Year Portfolio % % Excess Gain %

WBH ADVISORY INC's Holdings Heat Map

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WBH ADVISORY INC's Holdings Bubble Chart

WBH ADVISORY INC News

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