Sebold Capital Management

Sebold Capital Management as of March 31, 2023

Portfolio Holdings for Sebold Capital Management

Sebold Capital Management holds 69 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 21.4 $27M 188k 144.62
Ishares Tr Core S&p Mcp Etf (IJH) 5.9 $7.5M 30k 250.16
Vanguard Index Fds Mid Cap Etf (VO) 4.8 $6.0M 29k 210.92
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 4.7 $6.0M 68k 88.79
Vanguard World Fds Inf Tech Etf (VGT) 4.7 $5.9M 15k 385.47
Ishares Tr Core S&p Scp Etf (IJR) 4.5 $5.7M 58k 96.70
First Tr Exchange-traded First Tr Enh New (FTSM) 4.0 $5.0M 84k 59.51
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.7 $4.7M 105k 45.17
Vanguard Specialized Funds Div App Etf (VIG) 3.2 $4.1M 26k 154.01
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 2.9 $3.7M 141k 26.05
Columbia Etf Tr Ii Em Core Ex Etf (XCEM) 2.6 $3.3M 122k 27.05
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 2.4 $3.1M 60k 50.94
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 2.3 $2.9M 62k 47.55
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.9 $2.4M 49k 48.37
Davis Fundamental Etf Tr Select Us Eqty (DUSA) 1.8 $2.3M 80k 28.43
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 1.7 $2.1M 39k 54.92
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM) 1.6 $2.0M 96k 21.20
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.6 $2.0M 41k 48.92
First Tr Exchange Traded Intl Equity Opp (FPXI) 1.4 $1.8M 45k 40.78
Ishares Tr Core S&p500 Etf (IVV) 1.3 $1.7M 4.0k 411.08
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 1.2 $1.6M 32k 48.67
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.2 $1.6M 3.8k 409.39
Ishares Tr Core Msci Eafe (IEFA) 1.2 $1.5M 23k 66.85
Vaneck Etf Trust High Yld Munietf (HYD) 1.2 $1.5M 29k 51.74
Spdr Ser Tr Nuveen Bloomberg (HYMB) 1.1 $1.4M 54k 25.04
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.0 $1.3M 51k 24.52
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.9 $1.2M 38k 31.27
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.7 $873k 31k 28.02
Alphabet Cap Stk Cl C (GOOG) 0.6 $805k 7.7k 104.00
Capital One Financial (COF) 0.6 $732k 7.6k 96.16
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.6 $727k 9.8k 73.83
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.6 $707k 1.5k 458.41
Davis Fundamental Etf Tr Selct Intl Etf (DINT) 0.6 $705k 38k 18.37
Invesco Exchange Traded Fd T S&p500 Eql Fin (RSPF) 0.6 $698k 14k 50.47
Vanguard Whitehall Fds High Div Yld (VYM) 0.5 $658k 6.2k 105.50
First Tr Exchange-traded First Tr Ta Hiyl (HYLS) 0.5 $649k 16k 39.76
Amazon (AMZN) 0.5 $622k 6.0k 103.29
Select Sector Spdr Tr Financial (XLF) 0.5 $600k 19k 32.15
Shoe Carnival (SCVL) 0.4 $485k 19k 25.65
Spdr Ser Tr Bloomberg Intl T (BWX) 0.4 $473k 21k 23.12
Wells Fargo & Company (WFC) 0.4 $459k 12k 37.38
Select Sector Spdr Tr Technology (XLK) 0.3 $441k 2.9k 151.01
First Tr Exchange-traded No Amer Energy (EMLP) 0.3 $417k 16k 26.63
First Tr Lrge Cp Core Alpha Com Shs (FEX) 0.3 $414k 5.1k 80.50
Wisdomtree Tr Us Smallcap Divd (DES) 0.3 $397k 14k 28.56
Cigna Corp (CI) 0.3 $376k 1.5k 255.53
Meta Platforms Cl A (META) 0.3 $373k 1.8k 211.94
Ishares Tr Us Hlthcr Pr Etf (IHF) 0.3 $357k 1.4k 247.21
Intel Corporation (INTC) 0.3 $345k 11k 32.67
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $343k 4.1k 83.04
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $339k 8.4k 40.40
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $309k 2.4k 129.46
Cme (CME) 0.2 $293k 1.5k 191.52
Spdr Ser Tr S&p 600 Sml Cap 0.2 $292k 3.5k 84.03
Us Bancorp Del Com New (USB) 0.2 $286k 7.9k 36.05
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.2 $280k 2.8k 101.18
Markel Corporation (MKL) 0.2 $279k 218.00 1277.41
Applied Materials (AMAT) 0.2 $260k 2.1k 122.83
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $254k 3.8k 67.69
Ishares Tr Russell 3000 Etf (IWV) 0.2 $254k 1.1k 235.41
JPMorgan Chase & Co. (JPM) 0.2 $247k 1.9k 130.28
Vanguard World Fds Industrial Etf (VIS) 0.2 $220k 1.2k 190.51
Advanced Drain Sys Inc Del (WMS) 0.2 $211k 2.5k 84.21
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $208k 1.3k 158.76
Bank of New York Mellon Corporation (BK) 0.2 $206k 4.5k 45.44
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $204k 4.9k 41.93
Viatris (VTRS) 0.2 $204k 21k 9.62
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $204k 5.9k 34.80
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $201k 2.0k 102.18