Acorn Creek Capital as of June 30, 2024
Portfolio Holdings for Acorn Creek Capital
Acorn Creek Capital holds 64 positions in its portfolio as reported in the June 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard Index Fds Growth Etf (VUG) | 14.7 | $25M | 66k | 374.01 | |
Vanguard Index Fds Value Etf (VTV) | 13.0 | $22M | 135k | 160.41 | |
Dimensional Etf Trust Us Large Cap Val (DFLV) | 9.3 | $16M | 542k | 28.91 | |
Vanguard Bd Index Fds Intermed Term (BIV) | 8.3 | $14M | 186k | 74.89 | |
Dimensional Etf Trust Intl Core Equity (DFIC) | 7.6 | $13M | 484k | 26.29 | |
Wisdomtree Tr Floatng Rat Trea (USFR) | 7.1 | $12M | 237k | 50.31 | |
Spdr Gold Tr Gold Shs (GLD) | 6.1 | $10M | 47k | 215.01 | |
Dimensional Etf Trust Us Small Cap Etf (DFAS) | 4.0 | $6.8M | 113k | 60.08 | |
Ishares Tr Core Msci Eafe (IEFA) | 3.9 | $6.6M | 90k | 72.64 | |
Vanguard World Inf Tech Etf (VGT) | 2.7 | $4.5M | 7.8k | 576.60 | |
Dimensional Etf Trust Intl Small Cap E (DFIS) | 2.3 | $3.9M | 156k | 24.63 | |
Apple (AAPL) | 2.2 | $3.6M | 17k | 210.62 | |
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 1.8 | $3.1M | 63k | 48.67 | |
Microsoft Corporation (MSFT) | 1.4 | $2.3M | 5.1k | 446.91 | |
Amazon (AMZN) | 1.1 | $1.9M | 9.7k | 193.25 | |
Vaneck Etf Trust Semiconductr Etf (SMH) | 1.0 | $1.7M | 6.6k | 260.68 | |
NVIDIA Corporation (NVDA) | 0.9 | $1.5M | 12k | 123.54 | |
Alphabet Cap Stk Cl C (GOOG) | 0.7 | $1.1M | 6.1k | 183.42 | |
Advanced Micro Devices (AMD) | 0.7 | $1.1M | 6.9k | 162.21 | |
Meta Platforms Cl A (META) | 0.5 | $921k | 1.8k | 504.26 | |
First Tr Exchange Traded Cloud Computing (SKYY) | 0.5 | $904k | 9.5k | 95.53 | |
Broadcom (AVGO) | 0.5 | $901k | 561.00 | 1605.16 | |
Lamb Weston Hldgs (LW) | 0.5 | $876k | 10k | 84.08 | |
Eli Lilly & Co. (LLY) | 0.5 | $840k | 927.00 | 905.75 | |
ConAgra Foods (CAG) | 0.5 | $829k | 29k | 28.42 | |
Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.5 | $802k | 25k | 32.24 | |
Danaher Corporation (DHR) | 0.4 | $659k | 2.6k | 249.83 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $658k | 1.6k | 406.80 | |
JPMorgan Chase & Co. (JPM) | 0.4 | $657k | 3.3k | 202.23 | |
Merck & Co (MRK) | 0.4 | $605k | 4.9k | 123.80 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $566k | 3.1k | 182.17 | |
Blackstone Secd Lending Common Stock (BXSL) | 0.3 | $542k | 18k | 30.62 | |
Tesla Motors (TSLA) | 0.3 | $443k | 2.2k | 197.92 | |
Chevron Corporation (CVX) | 0.3 | $424k | 2.7k | 156.41 | |
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.2 | $400k | 14k | 29.67 | |
Exxon Mobil Corporation (XOM) | 0.2 | $391k | 3.4k | 115.11 | |
Abbvie (ABBV) | 0.2 | $391k | 2.3k | 171.50 | |
Costco Wholesale Corporation (COST) | 0.2 | $373k | 439.00 | 849.72 | |
Eaton Corp SHS (ETN) | 0.2 | $366k | 1.2k | 313.53 | |
Novartis Sponsored Adr (NVS) | 0.2 | $353k | 3.3k | 106.46 | |
Procter & Gamble Company (PG) | 0.2 | $348k | 2.1k | 164.95 | |
Marsh & McLennan Companies (MMC) | 0.2 | $333k | 1.6k | 210.72 | |
Relx Sponsored Adr (RELX) | 0.2 | $332k | 7.2k | 45.88 | |
Visa Com Cl A (V) | 0.2 | $316k | 1.2k | 262.51 | |
Novo-nordisk A S Adr (NVO) | 0.2 | $306k | 2.1k | 142.76 | |
Home Depot (HD) | 0.2 | $291k | 845.00 | 344.12 | |
Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.2 | $290k | 7.0k | 41.54 | |
Pepsi (PEP) | 0.2 | $275k | 1.7k | 164.94 | |
General Dynamics Corporation (GD) | 0.2 | $274k | 944.00 | 290.13 | |
Dimensional Etf Trust Us Sustainabilty (DFSU) | 0.2 | $264k | 7.6k | 34.86 | |
Netflix (NFLX) | 0.1 | $246k | 364.00 | 675.43 | |
Genuine Parts Company (GPC) | 0.1 | $240k | 1.7k | 138.28 | |
HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $239k | 5.5k | 43.50 | |
Union Pacific Corporation (UNP) | 0.1 | $238k | 1.1k | 226.33 | |
UnitedHealth (UNH) | 0.1 | $235k | 462.00 | 509.33 | |
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $235k | 1.3k | 182.38 | |
Mastercard Incorporated Cl A (MA) | 0.1 | $230k | 521.00 | 441.16 | |
Veralto Corp Com Shs (VLTO) | 0.1 | $219k | 2.3k | 95.47 | |
Dimensional Etf Trust International (DFSI) | 0.1 | $218k | 6.6k | 32.94 | |
Linde SHS (LIN) | 0.1 | $212k | 483.00 | 439.05 | |
salesforce (CRM) | 0.1 | $208k | 810.00 | 257.22 | |
BP Sponsored Adr (BP) | 0.1 | $201k | 5.6k | 36.10 | |
Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.1 | $178k | 13k | 13.41 | |
Hallador Energy (HNRG) | 0.0 | $78k | 10k | 7.77 |