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Scarborough Advisors

Latest statistics and disclosures from Scarborough Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHX, VTI, TLT, IGIB, VOO, and represent 45.30% of Scarborough Advisors's stock portfolio.
Added to shares of these 10 stocks: IGIB (+$27M), SCHX (+$10M), VTI (+$6.8M), QUAL, TLT, PG, IYW, XLE, RTX, VOO.
Started 10 new stock positions in QQQ, JNJ, RTX, IWF, IGIB, COST, JPST, XOM, ELV, MCD.
Reduced shares in these 10 stocks: SCHP (-$25M), SCHV (-$20M), FNDX, MBB, IJR, MTUM, EMB, IEMG, EFV, SHYG.
Sold out of its positions in HCMC, IJR, MTUM, IEFA, SCHV, FNDX, SNRS, VZ.
Scarborough Advisors was a net buyer of stock by $5.5M.
Scarborough Advisors has $418M in assets under management (AUM), dropping by 5.31%.
Central Index Key (CIK): 0001815355

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Portfolio Holdings for Scarborough Advisors

Scarborough Advisors holds 72 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	19.2	$81M	+14%	1.5M	52.37	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	7.5	$31M	+27%	143k	220.28	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	6.5	$27M	+13%	264k	102.94	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	6.4	$27M	NEW	528k	50.57	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	5.6	$24M	+3%	58k	407.28	View chart
Spdr Ser Tr Russell Low Vol (ONEV)	3.9	$16M	+3%	150k	108.55	View chart
First Trust DB Strateg Val Idx Fnd (FTCS)	3.4	$14M		189k	75.08	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.6	$11M	+80%	82k	134.87	View chart
Ishares Tr U.s. Tech Etf (IYW)	2.6	$11M	+14%	101k	108.87	View chart
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV)	2.6	$11M	+3%	462k	23.52	View chart
Ishares Tr Msci Intl Qualty (IQLT)	2.5	$10M	+4%	290k	35.60	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.5	$10M	+4%	222k	46.18	View chart
Ishares Tr Eafe Value Etf (EFV)	2.4	$10M	-6%	208k	48.94	View chart
Ishares Core Msci Emkt (IEMG)	2.2	$9.2M	-10%	187k	49.29	View chart
Vanguard Index Fds Growth Etf (VUG)	2.0	$8.4M	+3%	30k	282.96	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	2.0	$8.2M		185k	44.28	View chart
Select Sector Spdr Tr Energy (XLE)	1.9	$8.1M	+10%	100k	81.17	View chart
Microsoft Corporation (MSFT)	1.8	$7.5M		22k	340.54	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.7	$7.3M	+4%	77k	95.41	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.6	$6.8M		156k	43.80	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	1.3	$5.4M	-25%	62k	86.54	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.3	$5.3M		75k	71.03	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	1.2	$4.9M	+3%	125k	38.84	View chart
Ishares Tr Mbs Etf (MBB)	1.1	$4.8M	-33%	52k	93.26	View chart
Ishares Tr Select Divid Etf (DVY)	1.1	$4.6M		40k	113.30	View chart
Spdr Gold Tr Gold Shs (GLD)	1.1	$4.6M	+5%	26k	178.27	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	1.0	$4.4M		86k	50.82	View chart
Ishares Tr Msci Usa Min Vol (USMV)	1.0	$4.0M	+3%	54k	74.33	View chart
Procter & Gamble Company (PG)	0.9	$3.8M	+146%	25k	151.74	View chart
Apple (AAPL)	0.8	$3.3M	+2%	17k	193.96	View chart
Ishares Tr Us Infrastruc (IFRA)	0.8	$3.3M	+5%	83k	39.08	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.7	$3.1M	+4%	60k	52.11	View chart
Lockheed Martin Corporation (LMT)	0.7	$3.1M		6.7k	460.39	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.7	$3.1M		52k	59.41	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.6	$2.6M	-2%	56k	45.89	View chart
Select Sector Spdr Tr Communication (XLC)	0.5	$2.3M	+3%	35k	65.08	View chart
Danaher Corporation (DHR)	0.5	$2.0M		8.3k	240.00	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.4	$1.8M	+3%	18k	99.76	View chart
Amazon (AMZN)	0.4	$1.5M		12k	130.36	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.3	$1.2M	-23%	28k	41.45	View chart
Lattice Strategies Tr Hartfrd Emrg Etf (ROAM)	0.3	$1.1M	+20%	53k	21.03	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$891k		8.3k	107.62	View chart
Thermo Fisher Scientific (TMO)	0.2	$827k		1.6k	521.75	View chart
Raytheon Technologies Corp (RTX)	0.2	$739k	NEW	7.5k	97.96	View chart
NVIDIA Corporation (NVDA)	0.2	$698k	+12%	1.7k	423.11	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$464k	-98%	8.9k	52.43	View chart
General Motors Company (GM)	0.1	$410k	-2%	11k	38.56	View chart
Tesla Motors (TSLA)	0.1	$379k	+2%	1.4k	261.77	View chart
At&t (T)	0.1	$343k		22k	15.95	View chart
Home Depot (HD)	0.1	$316k	+5%	1.0k	310.51	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$310k	-22%	9.2k	33.71	View chart
Fortive (FTV)	0.1	$304k		4.1k	74.77	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$293k	NEW	793.00	369.62	View chart
ConocoPhillips (COP)	0.1	$293k	-8%	2.8k	103.62	View chart
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)	0.1	$286k	-20%	11k	25.98	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$279k	+9%	2.3k	119.70	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$272k	+2%	2.2k	120.97	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$253k		743.00	341.00	View chart
Marathon Petroleum Corp (MPC)	0.1	$228k		2.0k	116.59	View chart
Costco Wholesale Corporation (COST)	0.1	$227k	NEW	421.00	538.79	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.1	$226k	NEW	4.5k	50.14	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$206k	NEW	747.00	275.22	View chart
Exxon Mobil Corporation (XOM)	0.0	$204k	NEW	1.9k	107.26	View chart
Anthem (ELV)	0.0	$204k	NEW	459.00	444.29	View chart
Johnson & Johnson (JNJ)	0.0	$203k	NEW	1.2k	165.53	View chart
McDonald's Corporation (MCD)	0.0	$201k	NEW	673.00	298.41	View chart
Tomi Environmental Solutions Com New (TOMZ)	0.0	$62k		94k	0.67	View chart
Genetic Technologies New Sponsrd Adr (GENE)	0.0	$8.8k		11k	0.83	View chart
Enzolytics (ENZC)	0.0	$7.5k		156k	0.05	View chart
Diamondhead Casino Corporation (DHCC)	0.0	$3.6k		12k	0.30	View chart
Zacatecas Silver Corp	0.0	$3.2k		14k	0.23	View chart
Rock Creek Pharmaceuticals (RCPIQ)	0.0	$1.000000		10k	0.00	View chart

Past Filings by Scarborough Advisors

SEC 13F filings are viewable for Scarborough Advisors going back to 2022

Scarborough Advisors 2023 Q1 filed Sept. 7, 2023
Scarborough Advisors 2023 Q2 filed Sept. 7, 2023
Scarborough Advisors 2022 Q4 filed Feb. 10, 2023
Scarborough Advisors 2022 Q3 restated filed Nov. 14, 2022
Scarborough Advisors 2022 Q3 filed Nov. 9, 2022
Scarborough Advisors 2021 Q4 filed Aug. 9, 2022
Scarborough Advisors 2022 Q1 filed Aug. 9, 2022
Scarborough Advisors 2022 Q2 filed Aug. 9, 2022

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