GSB Wealth Management
Latest statistics and disclosures from GSB Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, USFR, SCHF, AAPL, AGGY, and represent 16.99% of GSB Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: FUTY, AGGY, AMD, DGRW, DON, JCPB, CIBR, SCHF, FNDA, HON.
- Started 25 new stock positions in TRP, SLYV, BLV, GNR, AXP, OGEN, SCHP, IEMG, COP, VWO.
- Reduced shares in these 10 stocks: USFR, UPS, BDX, CSCO, FLOT, SPY, MDT, DEO, SCHD, TGNA.
- Sold out of its positions in DG, ICLN, MTB, TGNA, PATH, VLO, VNQ.
- GSB Wealth Management was a net buyer of stock by $1.2M.
- GSB Wealth Management has $391M in assets under management (AUM), dropping by 6.62%.
- Central Index Key (CIK): 0001660694
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Portfolio Holdings for GSB Wealth Management
GSB Wealth Management holds 234 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 5.2 | $20M | 35k | 576.81 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 3.7 | $14M | -11% | 286k | 50.22 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 3.3 | $13M | +5% | 317k | 41.12 |
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| Apple (AAPL) | 2.8 | $11M | 47k | 233.00 |
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| Wisdomtree Tr Yield Enhancd Us (AGGY) | 2.0 | $7.9M | +18% | 177k | 44.71 |
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| Microsoft Corporation (MSFT) | 1.9 | $7.5M | +4% | 18k | 430.30 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 1.9 | $7.3M | -6% | 142k | 51.04 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.8 | $6.9M | -6% | 12k | 573.78 |
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| Vanguard Index Fds Value Etf (VTV) | 1.6 | $6.3M | -2% | 36k | 174.57 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.5 | $6.0M | 58k | 104.18 |
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| Ishares Msci Emrg Chn (EMXC) | 1.5 | $6.0M | +9% | 99k | 61.11 |
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| Schwab Strategic Tr Fundamental Us S (FNDA) | 1.4 | $5.6M | +13% | 94k | 59.57 |
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| Wisdomtree Tr Us Midcap Divid (DON) | 1.4 | $5.4M | +15% | 105k | 51.13 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 1.4 | $5.3M | +2% | 85k | 62.32 |
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| Johnson & Johnson (JNJ) | 1.3 | $5.1M | 31k | 162.06 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.3 | $5.0M | +3% | 95k | 52.81 |
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| Global X Fds Us Pfd Etf (PFFD) | 1.2 | $4.8M | +5% | 229k | 20.78 |
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| Merck & Co (MRK) | 1.2 | $4.7M | +14% | 42k | 113.56 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.2 | $4.7M | 9.6k | 488.09 |
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| Home Depot (HD) | 1.2 | $4.6M | -3% | 11k | 405.21 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 1.1 | $4.2M | +4% | 80k | 52.66 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 1.1 | $4.1M | +7% | 81k | 50.74 |
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| AFLAC Incorporated (AFL) | 1.1 | $4.1M | -3% | 37k | 111.80 |
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| Amgen (AMGN) | 1.0 | $3.9M | -2% | 12k | 322.20 |
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| NVIDIA Corporation (NVDA) | 1.0 | $3.9M | +4% | 32k | 121.44 |
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| Lockheed Martin Corporation (LMT) | 1.0 | $3.8M | 6.5k | 584.51 |
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| Unilever Spon Adr New (UL) | 0.9 | $3.6M | 56k | 64.96 |
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| Ishares Tr 10+ Yr Invst Grd (IGLB) | 0.9 | $3.6M | 68k | 53.59 |
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| Wisdomtree Tr India Erngs Fd (EPI) | 0.9 | $3.5M | -5% | 69k | 50.46 |
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| Costco Wholesale Corporation (COST) | 0.9 | $3.5M | 3.9k | 886.62 |
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| Kenvue (KVUE) | 0.9 | $3.4M | 148k | 23.13 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.9 | $3.4M | 103k | 33.23 |
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| Advanced Micro Devices (AMD) | 0.8 | $3.3M | +39% | 20k | 164.08 |
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| JPMorgan Chase & Co. (JPM) | 0.8 | $3.2M | -4% | 15k | 210.86 |
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| International Business Machines (IBM) | 0.8 | $3.1M | +6% | 14k | 221.08 |
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| Oracle Corporation (ORCL) | 0.8 | $3.1M | 18k | 170.40 |
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| Pfizer (PFE) | 0.8 | $3.1M | 106k | 28.94 |
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| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.8 | $3.0M | +29% | 63k | 48.24 |
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| Cummins (CMI) | 0.8 | $3.0M | 9.3k | 323.78 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $3.0M | 18k | 167.19 |
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| Chevron Corporation (CVX) | 0.8 | $3.0M | +8% | 20k | 147.27 |
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| Pepsi (PEP) | 0.8 | $3.0M | 17k | 170.05 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $2.9M | 6.4k | 460.26 |
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| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.7 | $2.9M | +32% | 48k | 59.23 |
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| DNP Select Income Fund (DNP) | 0.7 | $2.8M | -4% | 278k | 10.04 |
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| TJX Companies (TJX) | 0.7 | $2.7M | -4% | 23k | 117.54 |
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| O'reilly Automotive (ORLY) | 0.7 | $2.7M | -4% | 2.3k | 1151.60 |
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| Fidelity Covington Trust Msci Utils Index (FUTY) | 0.7 | $2.7M | +228% | 51k | 51.82 |
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| Snap-on Incorporated (SNA) | 0.7 | $2.6M | -4% | 8.9k | 289.72 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.6 | $2.5M | -6% | 36k | 71.10 |
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| Procter & Gamble Company (PG) | 0.6 | $2.5M | 15k | 173.19 |
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| McDonald's Corporation (MCD) | 0.6 | $2.5M | -3% | 8.1k | 304.52 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.6 | $2.4M | 12k | 197.18 |
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| Travelers Companies (TRV) | 0.6 | $2.4M | 10k | 234.13 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.6 | $2.4M | +51% | 29k | 83.21 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $2.4M | -2% | 14k | 165.85 |
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| General Dynamics Corporation (GD) | 0.6 | $2.3M | 7.6k | 302.20 |
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| Cisco Systems (CSCO) | 0.6 | $2.2M | -23% | 42k | 53.22 |
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| Raytheon Technologies Corp (RTX) | 0.6 | $2.2M | -2% | 18k | 121.16 |
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| Exxon Mobil Corporation (XOM) | 0.6 | $2.2M | +4% | 19k | 117.22 |
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| Amazon (AMZN) | 0.5 | $2.1M | +3% | 11k | 186.32 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.5 | $2.1M | 17k | 125.62 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.5 | $2.1M | +2% | 17k | 126.18 |
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| Abbott Laboratories (ABT) | 0.5 | $2.1M | -5% | 18k | 114.01 |
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| Meta Platforms Cl A (META) | 0.5 | $2.1M | 3.6k | 572.50 |
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| Honeywell International (HON) | 0.5 | $2.0M | +45% | 9.8k | 206.70 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.5 | $2.0M | -10% | 17k | 116.96 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $2.0M | 5.6k | 353.46 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.5 | $2.0M | +6% | 20k | 101.27 |
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| Genuine Parts Company (GPC) | 0.5 | $2.0M | 14k | 139.68 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.5 | $1.9M | 8.0k | 243.06 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.5 | $1.9M | -10% | 11k | 173.67 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.5 | $1.8M | +12% | 34k | 53.72 |
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| Dow (DOW) | 0.5 | $1.8M | -9% | 33k | 54.63 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.4 | $1.7M | -3% | 6.3k | 267.37 |
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| United Parcel Service CL B (UPS) | 0.4 | $1.7M | -42% | 12k | 136.34 |
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| Fidelity Merrimack Str Tr Ltd Trm Bd Etf (FLTB) | 0.4 | $1.7M | 33k | 50.36 |
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| Zoetis Cl A (ZTS) | 0.4 | $1.7M | +33% | 8.5k | 195.38 |
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| Rollins (ROL) | 0.4 | $1.6M | 31k | 50.58 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.4 | $1.6M | 16k | 95.75 |
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| Vanguard World Consum Stp Etf (VDC) | 0.4 | $1.5M | +6% | 7.0k | 218.47 |
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| Air Products & Chemicals (APD) | 0.4 | $1.5M | 5.1k | 297.73 |
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| Automatic Data Processing (ADP) | 0.4 | $1.5M | 5.4k | 276.75 |
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| Novo-nordisk A S Adr (NVO) | 0.4 | $1.5M | -8% | 12k | 119.07 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $1.4M | -6% | 2.7k | 527.59 |
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| Kimberly-Clark Corporation (KMB) | 0.4 | $1.4M | 10k | 142.28 |
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| Tractor Supply Company (TSCO) | 0.4 | $1.4M | 4.7k | 290.91 |
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| Abbvie (ABBV) | 0.3 | $1.4M | +22% | 6.9k | 197.47 |
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| Coca-Cola Company (KO) | 0.3 | $1.3M | -3% | 18k | 71.86 |
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| Applied Materials (AMAT) | 0.3 | $1.3M | 6.5k | 202.04 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.3 | $1.3M | 14k | 91.93 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.3 | $1.3M | -5% | 4.6k | 283.98 |
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| General Mills (GIS) | 0.3 | $1.3M | -14% | 18k | 73.85 |
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| Ishares Msci Aust Etf (EWA) | 0.3 | $1.3M | -15% | 48k | 27.11 |
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| Amphenol Corp Cl A (APH) | 0.3 | $1.2M | -8% | 19k | 65.16 |
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| Becton, Dickinson and (BDX) | 0.3 | $1.2M | -38% | 5.0k | 241.12 |
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| Diageo Spon Adr New (DEO) | 0.3 | $1.2M | -22% | 8.4k | 140.34 |
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| Starbucks Corporation (SBUX) | 0.3 | $1.2M | +2% | 12k | 97.49 |
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| Ishares Tr TRS FLT RT BD (TFLO) | 0.3 | $1.1M | -16% | 23k | 50.60 |
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| Ishares Tr Msci India Etf (INDA) | 0.3 | $1.1M | 19k | 58.53 |
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| Illinois Tool Works (ITW) | 0.3 | $1.1M | 4.2k | 262.04 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.3 | $1.1M | 17k | 62.69 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.3 | $1.1M | -14% | 13k | 82.30 |
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| Southern Company (SO) | 0.3 | $1.0M | 12k | 90.18 |
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| Chubb (CB) | 0.3 | $1.0M | 3.6k | 288.38 |
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| Roper Industries (ROP) | 0.3 | $1.0M | 1.8k | 556.49 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $944k | -3% | 4.8k | 198.06 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.2 | $937k | -2% | 20k | 47.52 |
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| Omni (OMC) | 0.2 | $856k | +2% | 8.3k | 103.38 |
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| Emerson Electric (EMR) | 0.2 | $821k | -4% | 7.5k | 109.37 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $810k | 1.6k | 493.80 |
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| Caterpillar (CAT) | 0.2 | $808k | 2.1k | 391.12 |
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| Church & Dwight (CHD) | 0.2 | $807k | 7.7k | 104.72 |
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| W.W. Grainger (GWW) | 0.2 | $773k | -20% | 744.00 | 1038.49 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $753k | -4% | 9.6k | 78.05 |
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| Danaher Corporation (DHR) | 0.2 | $743k | 2.7k | 277.97 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.2 | $726k | 1.3k | 569.66 |
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| Nike CL B (NKE) | 0.2 | $708k | -7% | 8.0k | 88.40 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $682k | 3.3k | 206.56 |
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| Deere & Company (DE) | 0.2 | $682k | -2% | 1.6k | 417.42 |
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| Canadian Natl Ry (CNI) | 0.2 | $682k | 5.8k | 117.15 |
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| Paychex (PAYX) | 0.2 | $680k | -8% | 5.1k | 134.19 |
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| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.2 | $672k | 7.7k | 87.74 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $661k | -25% | 18k | 37.20 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.2 | $654k | -16% | 8.1k | 80.37 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $642k | 1.0k | 618.61 |
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| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.2 | $635k | 12k | 54.68 |
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| Colgate-Palmolive Company (CL) | 0.2 | $631k | -17% | 6.1k | 103.80 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.2 | $616k | -18% | 9.7k | 63.26 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $613k | -6% | 5.3k | 115.29 |
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| Hdfc Bank Sponsored Ads (HDB) | 0.1 | $584k | -5% | 9.3k | 62.56 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $580k | -10% | 12k | 49.70 |
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| Paypal Holdings (PYPL) | 0.1 | $573k | 7.3k | 78.03 |
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| Smucker J M Com New (SJM) | 0.1 | $572k | -14% | 4.7k | 121.09 |
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| Ross Stores (ROST) | 0.1 | $568k | 3.8k | 150.51 |
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| Nextera Energy (NEE) | 0.1 | $565k | -5% | 6.7k | 84.53 |
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| CVS Caremark Corporation (CVS) | 0.1 | $563k | -19% | 9.0k | 62.88 |
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| J P Morgan Exchange Traded F Betabuilders I (BBIN) | 0.1 | $551k | -4% | 8.8k | 63.01 |
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| Ishares Tr Msci India Sm Cp (SMIN) | 0.1 | $540k | -2% | 6.3k | 86.00 |
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| Spdr Index Shs Fds Msci Acwi Exus (CWI) | 0.1 | $533k | +9% | 18k | 30.44 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $529k | 2.0k | 263.78 |
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| Eli Lilly & Co. (LLY) | 0.1 | $522k | 590.00 | 885.28 |
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| Anthem (ELV) | 0.1 | $493k | 947.00 | 520.15 |
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| Goldman Sachs Physical Gold Unit (AAAU) | 0.1 | $490k | NEW | 19k | 26.02 |
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| Ishares Tr Global 100 Etf (IOO) | 0.1 | $479k | -2% | 4.8k | 99.17 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $475k | -18% | 7.0k | 67.85 |
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| Generac Holdings (GNRC) | 0.1 | $475k | 3.0k | 158.88 |
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| Viking Therapeutics (VKTX) | 0.1 | $452k | 7.1k | 63.31 |
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| Deckers Outdoor Corporation (DECK) | 0.1 | $435k | +500% | 2.7k | 159.45 |
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| Bhp Group Sponsored Ads (BHP) | 0.1 | $427k | -34% | 6.9k | 62.11 |
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| Union Pacific Corporation (UNP) | 0.1 | $423k | 1.7k | 246.46 |
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| Stanley Black & Decker (SWK) | 0.1 | $421k | -6% | 3.8k | 110.14 |
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| Hartford Financial Services (HIG) | 0.1 | $420k | +4% | 3.6k | 117.61 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.1 | $395k | 6.4k | 62.20 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $389k | 4.8k | 80.78 |
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| Carrier Global Corporation (CARR) | 0.1 | $388k | 4.8k | 80.49 |
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| Trane Technologies SHS (TT) | 0.1 | $387k | 995.00 | 388.77 |
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| Walt Disney Company (DIS) | 0.1 | $382k | -4% | 4.0k | 96.19 |
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| Moody's Corporation (MCO) | 0.1 | $377k | 794.00 | 474.59 |
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| Otis Worldwide Corp (OTIS) | 0.1 | $372k | 3.6k | 103.94 |
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| Fidelity Covington Trust Consmr Staples (FSTA) | 0.1 | $364k | -4% | 7.1k | 51.05 |
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| Zscaler Incorporated (ZS) | 0.1 | $362k | 2.1k | 170.94 |
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| Spdr Ser Tr Bloomberg Invt (FLRN) | 0.1 | $361k | +8% | 12k | 30.85 |
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| National Grid Sponsored Adr Ne (NGG) | 0.1 | $358k | -8% | 5.1k | 69.67 |
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| Wal-Mart Stores (WMT) | 0.1 | $357k | +27% | 4.4k | 80.75 |
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| Moderna (MRNA) | 0.1 | $354k | +60% | 5.3k | 66.83 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $343k | -4% | 894.00 | 383.99 |
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| Bank of America Corporation (BAC) | 0.1 | $341k | -2% | 8.6k | 39.68 |
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| Visa Com Cl A (V) | 0.1 | $339k | 1.2k | 274.99 |
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| Analog Devices (ADI) | 0.1 | $335k | 1.5k | 230.17 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $327k | -8% | 870.00 | 375.57 |
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| Fastenal Company (FAST) | 0.1 | $326k | -21% | 4.6k | 71.42 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $325k | 2.1k | 153.13 |
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| Intel Corporation (INTC) | 0.1 | $318k | -12% | 14k | 23.46 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $316k | -8% | 6.1k | 51.50 |
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| Equifax (EFX) | 0.1 | $314k | 1.1k | 293.77 |
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| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.1 | $306k | NEW | 2.9k | 106.00 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $304k | 2.0k | 154.02 |
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| Philip Morris International (PM) | 0.1 | $303k | 2.5k | 121.40 |
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| UnitedHealth (UNH) | 0.1 | $299k | 511.00 | 584.22 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $295k | 2.6k | 115.02 |
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| Pimco Etf Tr Broad Us Tips (TIPZ) | 0.1 | $295k | 5.5k | 54.10 |
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| Stryker Corporation (SYK) | 0.1 | $290k | 801.00 | 361.44 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $284k | 6.8k | 41.69 |
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| PIMCO Corporate Opportunity Fund (PTY) | 0.1 | $280k | -8% | 19k | 14.39 |
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| At&t (T) | 0.1 | $279k | -7% | 13k | 22.00 |
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| Lowe's Companies (LOW) | 0.1 | $278k | -17% | 1.0k | 270.85 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $276k | -13% | 1.2k | 237.26 |
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| Fidelity Covington Trust Enhanced Large (FELV) | 0.1 | $271k | 8.7k | 30.96 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $267k | -4% | 455.00 | 586.11 |
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| FedEx Corporation (FDX) | 0.1 | $266k | 971.00 | 273.79 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $262k | 3.1k | 83.64 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $262k | 3.0k | 88.14 |
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| Dbx Etf Tr Xtrackers S&p (SNPE) | 0.1 | $259k | 4.9k | 52.58 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $256k | 2.8k | 91.33 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $252k | 1.9k | 132.27 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $247k | 1.3k | 189.80 |
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| Tc Energy Corp (TRP) | 0.1 | $244k | NEW | 5.1k | 47.55 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $242k | -2% | 8.5k | 28.41 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $240k | 1.6k | 151.65 |
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| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.1 | $238k | 3.0k | 78.40 |
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| Medtronic SHS (MDT) | 0.1 | $234k | -63% | 2.6k | 90.05 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $229k | -23% | 2.9k | 79.43 |
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| Global X Fds Rate Preferred (PFFV) | 0.1 | $226k | 9.4k | 24.05 |
|
|
| Palo Alto Networks (PANW) | 0.1 | $226k | 662.00 | 341.80 |
|
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $225k | -59% | 577.00 | 389.12 |
|
| American Express Company (AXP) | 0.1 | $221k | NEW | 815.00 | 271.20 |
|
| BP Sponsored Adr (BP) | 0.1 | $220k | -10% | 7.0k | 31.39 |
|
| Linde SHS (LIN) | 0.1 | $219k | 459.00 | 476.49 |
|
|
| Dover Corporation (DOV) | 0.1 | $217k | 1.1k | 191.77 |
|
|
| ConocoPhillips (COP) | 0.1 | $215k | NEW | 2.0k | 105.28 |
|
| Us Bancorp Del Com New (USB) | 0.1 | $210k | NEW | 4.6k | 45.73 |
|
| Tesla Motors (TSLA) | 0.1 | $209k | NEW | 800.00 | 261.66 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $208k | NEW | 1.2k | 179.30 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $124k | -73% | 1.5k | 84.51 |
|
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.0 | $89k | NEW | 1.0k | 86.86 |
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $78k | NEW | 1.4k | 57.40 |
|
| Spdr Index Shs Fds S&p China Etf (GXC) | 0.0 | $75k | NEW | 914.00 | 82.08 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $49k | -82% | 628.00 | 78.37 |
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $42k | NEW | 1.8k | 23.17 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $21k | NEW | 446.00 | 47.83 |
|
| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.0 | $21k | NEW | 461.00 | 45.61 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $16k | NEW | 198.00 | 82.92 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.0 | $15k | NEW | 304.00 | 49.02 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.0 | $10k | NEW | 187.00 | 53.51 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $8.4k | NEW | 76.00 | 111.01 |
|
| Oragenics (OGEN) | 0.0 | $7.7k | NEW | 20k | 0.38 |
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $7.0k | NEW | 182.00 | 38.62 |
|
| Spdr Index Shs Fds Glb Nat Resrce (GNR) | 0.0 | $5.3k | NEW | 91.00 | 57.98 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $2.2k | -99% | 77.00 | 29.21 |
|
| Dbx Etf Tr Xtrack Usd High (HYLB) | 0.0 | $435.000000 | NEW | 12.00 | 36.25 |
|
| Spdr Ser Tr S&p Biotech (XBI) | 0.0 | $428.000000 | NEW | 4.00 | 107.00 |
|
| Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) | 0.0 | $368.000000 | NEW | 20.00 | 18.40 |
|
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.0 | $274.000000 | NEW | 4.00 | 68.50 |
|
Past Filings by GSB Wealth Management
SEC 13F filings are viewable for GSB Wealth Management going back to 2016
- GSB Wealth Management 2024 Q3 filed Oct. 25, 2024
- GSB Wealth Management 2024 Q2 filed July 18, 2024
- GSB Wealth Management 2024 Q1 filed May 2, 2024
- GSB Wealth Management 2023 Q3 filed Nov. 13, 2023
- GSB Wealth Management 2023 Q2 filed Aug. 8, 2023
- GSB Wealth Management 2023 Q1 restated filed May 18, 2023
- GSB Wealth Management 2023 Q1 filed May 15, 2023
- GSB Wealth Management 2022 Q4 filed Feb. 16, 2023
- GSB Wealth Management 2022 Q3 filed Oct. 18, 2022
- GSB Wealth Management 2022 Q2 filed July 20, 2022
- GSB Wealth Management 2022 Q1 filed May 2, 2022
- GSB Wealth Management 2021 Q4 filed Feb. 11, 2022
- GSB Wealth Management 2021 Q3 filed Oct. 22, 2021
- GSB Wealth Management 2021 Q1 restated filed Aug. 11, 2021
- GSB Wealth Management 2021 Q2 filed July 29, 2021
- GSB Wealth Management 2021 Q1 filed May 5, 2021