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
+23.39%
+5.45%
469,536.3
 
VGT
Vanguard Information Technology ETF
93,832
50,892.8
-1.67%
4.750
-0.09%
0.060
+39.19%
+7.44%
84,811.5
 
SCHB
Schwab U.S. Broad Market ETF
2,125,048
45,752.3
+4.28%
4.270
+0.18%
0.150
+23.62%
+5.59%
34,495.2
 
VXUS
Vanguard Total International Stock
485,279
30,135.8
+2.94%
2.810
+0.08%
0.040
+22.79%
+16.46%
90,780.2
 
FBND
Fidelity Total Bond ETF
603,360
27,543.4
+12.74%
2.570
+0.29%
0.150
+0.33%
+1.29%
18,478.4
 
SPLG
SPDR Portfolio S&P 500 ETF
408,093
26,836.2
+24.65%
2.500
+0.49%
0.040
+23.09%
+5.93%
72,185.9
 
XLK
Technology Select Sector SPDR ETF
124,531
25,713.2
-4.19%
2.400
-0.12%
0.040
+38.95%
+9.63%
80,147.6
 
MSFT
Microsoft Corp
59,264
22,247.2
-9.07%
2.080
-0.23%
0.000
+39.34%
+18.54%
3,699,325.7
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
-0.44%
+0.45%
22,497.1
 
IVV
iShares Core S&P 500 ETF
36,379
20,441.6
+5.90%
1.910
+0.11%
0.000
+23.19%
+5.97%
619,462.7
 

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
$73.03
5.60%
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
$305.60
5.19%
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
$45.45
0.35%
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
$65.90
12.17%
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
$128.61
7.48%
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
$59.17
1.15%
Add 18.02%
279,885
42,728
MSFT
Microsoft Corp
2025-03-31
Reduce
Reduce
-0.23%
●
375.39 ($407.71) 447.2
$497.72
22.08%
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
$31.16
-2.72%
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
$183.70
3.31%
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
$72.84
0.37%
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

  • 1

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

Size field:

WBH ADVISORY INC's Holdings Bubble Chart

WBH ADVISORY INC News

  • 1

Discussions on WBH ADVISORY INC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.