Wbh Advisory Inc
CIK Number: 0001259671
Main Sectors:
Top Industries:
Filing Date: Jul 30, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total ... | 325.76 | -0.8% | 198.84K | +2.29% | 60.44M | 219.67 | 5.15% | Share |
| 2 | VGT | Vanguard Inform... | 750.45 | -0.31% | 90.15K | -3.93% | 59.79M | 385.47 | 5.10% | Share |
| 3 | SCHB | Schwab U.S. Bro... | 25.51 | -0.74% | 2.03M | -4.67% | 48.28M | 17.17 | 4.11% | Share |
| 4 | SPLG | SPDR Portfolio ... | 77.72 | -0.66% | 592.92K | +45.29% | 43.1M | 59.01 | 3.67% | Share |
| 5 | XLK | Technology Sele... | 284.54 | +0.08% | 129.1K | +3.67% | 32.69M | 160.89 | 2.79% | Share |
| 6 | VXUS | Vanguard Total ... | 74.25 | +0.45% | 469.7K | -3.21% | 32.45M | 55.54 | 2.77% | Share |
| 7 | FBND | Fidelity Total ... | 46.74 | +0.38% | 576.2K | -4.5% | 26.36M | 45.72 | 2.25% | Share |
| 8 | BND | Vanguard Total ... | 74.98 | +0.37% | 342.63K | +31.73% | 25.23M | 73.46 | 2.15% | Share |
| 9 | VB | Vanguard Small ... | 253.31 | -1.28% | 94.7K | +3.23% | 22.44M | 194.05 | 1.91% | Share |
| 10 | SCHG | Schwab U.S. Lar... | 31.74 | -0.6% | 730.25K | +8.63% | 21.33M | 17.84 | 1.82% | Share |
| 11 | SCHX | Schwab U.S. Lar... | 26.16 | -0.74% | 859.92K | -1.55% | 21.02M | 16.27 | 1.79% | Share |
| 12 | MSFT | Microsoft Corpo... | 511.61 | -0.35% | 42.22K | -28.77% | 21M | 345.8 | 1.79% | Share |
| 13 | IVV | iShares Core S&... | 663.92 | -0.65% | 32.52K | -10.61% | 20.19M | 464.3 | 1.72% | Share |
| 14 | VGIT | Vanguard Interm... | 60.52 | +0.36% | 336.56K | +20.25% | 20.13M | 59.37 | 1.72% | Share |
| 15 | VGSH | Vanguard Short-... | 58.95 | +0.15% | 330.25K | -8.06% | 19.41M | 58.17 | 1.65% | Share |
| 16 | XLC | Communication S... | 114.19 | -1.04% | 174.57K | +5.72% | 18.95M | 64.7 | 1.61% | Share |
| 17 | VCSH | Vanguard Short-... | 80.07 | +0.14% | 233.68K | +18.33% | 18.58M | 77.32 | 1.58% | Share |
| 18 | IEFA | iShares Core MS... | 88.02 | +0.47% | 217.61K | +6.99% | 18.17M | 68.03 | 1.55% | Share |
| 19 | XLF | Financial Selec... | 51.76 | -2.78% | 318.65K | -13.89% | 16.69M | 36.69 | 1.42% | Share |
| 20 | XLY | Consumer Discre... | 232.44 | -0.96% | 76.67K | -9.99% | 16.66M | 156.8 | 1.42% | Share |
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