Buck Wealth Strategies

Buck Wealth Strategies as of June 30, 2024

Portfolio Holdings for Buck Wealth Strategies

Buck Wealth Strategies holds 68 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
Ishares Tr Core S&p500 Etf (IVV) 4.4 $15M 28k 547.23
Ishares Tr 0-3 Mnth Treasry (SGOV) 3.5 $12M 119k 100.71
Ishares Tr Core Us Aggbd Et (AGG) 3.4 $12M 118k 97.07
Apple (AAPL) 3.3 $11M 53k 210.62
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 3.3 $11M 229k 48.54
Waste Management (WM) 3.0 $10M 47k 213.34
Amazon (AMZN) 2.9 $9.9M 51k 193.25
Alphabet Cap Stk Cl A (GOOGL) 2.8 $9.6M 53k 182.16
Microsoft Corporation (MSFT) 2.8 $9.5M 21k 446.96
Ishares Tr 20 Yr Tr Bd Etf (TLT) 2.8 $9.3M 102k 91.78
JPMorgan Chase & Co. (JPM) 2.7 $9.2M 46k 202.25
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 2.6 $8.9M 178k 49.70
Intuit (INTU) 2.4 $8.3M 13k 657.29
Cisco Systems (CSCO) 2.4 $8.1M 170k 47.51
Coca-Cola Company (KO) 2.3 $7.7M 120k 63.65
Ishares Tr Core S&p Scp Etf (IJR) 2.3 $7.6M 72k 106.66
Spdr Ser Tr Portfolio Short (SPSB) 2.2 $7.6M 254k 29.70
Wal-Mart Stores (WMT) 2.2 $7.4M 110k 67.71
Merck & Co (MRK) 2.2 $7.4M 60k 123.80
Vanguard Index Fds Mid Cap Etf (VO) 2.2 $7.3M 30k 242.09
Verizon Communications (VZ) 2.2 $7.3M 178k 41.24
Ishares Tr Tips Bd Etf (TIP) 2.1 $7.3M 68k 106.78
Amgen (AMGN) 2.1 $7.2M 23k 312.48
UnitedHealth (UNH) 2.1 $7.1M 14k 509.31
Exxon Mobil Corporation (XOM) 2.1 $7.0M 61k 115.12
Watsco, Incorporated (WSO) 2.1 $7.0M 15k 463.28
Procter & Gamble Company (PG) 2.0 $6.9M 42k 164.92
Phillips 66 (PSX) 2.0 $6.8M 48k 141.17
Visa Com Cl A (V) 2.0 $6.8M 26k 262.51
Lockheed Martin Corporation (LMT) 2.0 $6.6M 14k 467.15
Microchip Technology (MCHP) 1.9 $6.6M 72k 91.50
Kroger (KR) 1.9 $6.5M 131k 49.93
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.9 $6.5M 14k 479.10
Spdr Gold Tr Gold Shs (GLD) 1.8 $6.1M 28k 215.01
Ishares Tr Core Div Grwth (DGRO) 1.8 $6.0M 104k 57.61
Ishares Tr S&p 500 Grwt Etf (IVW) 1.7 $5.8M 63k 92.54
Ishares Tr 0-5 Yr Tips Etf (STIP) 1.5 $5.1M 51k 99.49
Vanguard Index Fds Small Cp Etf (VB) 1.5 $5.0M 23k 218.04
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 1.4 $4.7M 94k 50.47
Cal Maine Foods Com New (CALM) 1.2 $3.9M 64k 61.11
Willscot Mobil Mini Hldng Com Cl A (WSC) 1.0 $3.2M 86k 37.64
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.8 $2.7M 55k 49.42
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.8 $2.7M 61k 43.76
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.5 $1.8M 19k 93.64
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.4 $1.2M 16k 75.86
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.2 $781k 14k 57.68
Packaging Corporation of America (PKG) 0.2 $692k 3.8k 182.52
Prudential Financial (PRU) 0.2 $685k 5.8k 117.19
Eaton Corp SHS (ETN) 0.2 $676k 2.2k 313.65
Southern Company (SO) 0.2 $672k 8.7k 77.58
Caterpillar (CAT) 0.2 $661k 2.0k 333.09
Consolidated Edison (ED) 0.2 $648k 7.2k 89.40
Public Storage (PSA) 0.2 $630k 2.2k 287.73
Lyondellbasell Industries N Shs - A - (LYB) 0.2 $621k 6.5k 95.65
Alliant Energy Corporation (LNT) 0.2 $620k 12k 50.90
Dow (DOW) 0.2 $615k 12k 53.05
United Parcel Service CL B (UPS) 0.2 $612k 4.5k 136.86
McDonald's Corporation (MCD) 0.2 $608k 2.4k 254.75
Paychex (PAYX) 0.2 $606k 5.1k 118.56
Kraft Heinz (KHC) 0.2 $594k 18k 32.22
Us Bancorp Del Com New (USB) 0.2 $514k 13k 39.70
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) 0.1 $438k 8.7k 50.28
Tesla Motors (TSLA) 0.1 $357k 1.8k 197.88
Novo-nordisk A S Adr (NVO) 0.1 $342k 2.4k 142.74
Intuitive Surgical Com New (ISRG) 0.1 $311k 700.00 444.85
Netflix (NFLX) 0.1 $307k 455.00 674.88
Costco Wholesale Corporation (COST) 0.1 $300k 352.00 851.00
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $279k 512.00 544.60