Buck Wealth Strategies, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
BW Buck Wealth Strategies, LLC | Institutional Filer | ▲ 2.79% | $809.8M | 166 |
Current Portfolio Holdings
Showing all 166 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | — | 124K | $81.0M | 10.00% |
| 2 | BOND | PIMCO ETF TR | — | 628K | $58.0M | 7.16% |
| 3 | AGG | ISHARES TR | — | 407K | $40.4M | 4.99% |
| 4 | SPYG | SPDR SERIES TRUST | — | 248K | $24.3M | 3.00% |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | — | 377K | $24.2M | 2.99% |
| 6 | VO | VANGUARD INDEX FDS | — | 71K | $20.3M | 2.51% |
| 7 | AAPL | Apple Inc. | Technology | 77K | $19.5M | 2.41% |
| 8 | DGRO | ISHARES TR | — | 274K | $19.2M | 2.37% |
| 9 | VNLA | JANUS DETROIT STR TR | — | 380K | $18.6M | 2.30% |
| 10 | MSFT | Microsoft Corporation | Technology | 46K | $16.9M | 2.09% |
| 11 | GOOGL | Alphabet Inc. | Technology | 57K | $16.5M | 2.04% |
| 12 | JPM | JPMorgan Chase & Co. | Financial Services | 56K | $16.4M | 2.03% |
| 13 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 78K | $16.3M | 2.02% |
| 14 | XONE | BONDBLOXX ETF TRUST | — | 318K | $15.7M | 1.94% |
| 15 | VZ | Verizon Communications Inc. | Communication Services | 295K | $14.8M | 1.83% |
Showing 1 to 15 of 166 holdings