Causey Wealth

Causey Wealth as of Dec. 31, 2024

Portfolio Holdings for Causey Wealth

Causey Wealth holds 68 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Whitehall Fds High Div Yld (VYM) 7.6 $13M 102k 127.59
Dimensional Etf Trust Emerging Mkts Co (DFEM) 6.8 $12M 447k 26.19
Ishares Tr S&p Mc 400vl Etf (IJJ) 5.8 $10M 80k 124.96
Ishares Tr International Sl (ISCF) 5.3 $9.2M 284k 32.28
Ishares Core Msci Emkt (IEMG) 4.6 $7.9M 152k 52.22
Vanguard Index Fds Small Cp Etf (VB) 4.0 $6.9M 29k 240.28
Ishares Tr Core Msci Intl (IDEV) 3.8 $6.6M 102k 64.47
Vanguard Scottsdale Fds Int-term Corp (VCIT) 3.8 $6.5M 81k 80.27
Vanguard Index Fds Mcap Vl Idxvip (VOE) 3.8 $6.5M 40k 161.77
Ishares Tr Eafe Value Etf (EFV) 3.4 $5.9M 113k 52.47
Ishares Tr Core S&p Scp Etf (IJR) 3.4 $5.7M 50k 115.22
Vanguard World Extended Dur (EDV) 3.3 $5.7M 84k 67.72
Ishares Tr Sp Smcp600vl Etf (IJS) 3.2 $5.5M 51k 108.61
Wisdomtree Tr Emg Mkts Smcap (DGS) 3.2 $5.5M 112k 48.92
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 3.1 $5.3M 46k 114.48
Ishares Tr S&p Mc 400gr Etf (IJK) 2.5 $4.2M 47k 90.93
Vanguard Index Fds Growth Etf (VUG) 2.4 $4.1M 10k 410.45
Dimensional Etf Trust Internatnal Val (DFIV) 2.3 $3.9M 110k 35.48
Ishares Tr Global Reit Etf (REET) 2.2 $3.8M 157k 23.97
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 2.1 $3.6M 71k 50.37
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.8 $3.0M 6.6k 453.28
Apple (AAPL) 1.6 $2.7M 11k 250.41
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.4 $2.3M 4.3k 538.76
Vanguard Index Fds Mcap Gr Idxvip (VOT) 1.3 $2.2M 8.7k 253.75
Vanguard World Mega Grwth Ind (MGK) 1.3 $2.1M 6.2k 343.38
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 1.2 $2.1M 26k 79.99
Vanguard Index Fds Value Etf (VTV) 0.9 $1.6M 9.6k 169.31
Wisdomtree Tr Us Midcap Divid (DON) 0.9 $1.5M 30k 50.97
Exxon Mobil Corporation (XOM) 0.8 $1.4M 13k 107.57
Ishares Tr Rus Mdcp Val Etf (IWS) 0.8 $1.4M 11k 129.34
Vanguard World Mega Cap Val Etf (MGV) 0.8 $1.4M 11k 124.91
Ishares Tr Eafe Grwth Etf (EFG) 0.8 $1.4M 14k 96.83
Microsoft Corporation (MSFT) 0.8 $1.4M 3.2k 421.49
Wisdomtree Tr Us Smallcap Divd (DES) 0.7 $1.3M 37k 34.35
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.7 $1.2M 28k 44.04
Vanguard Index Fds Real Estate Etf (VNQ) 0.6 $1.0M 11k 89.08
NVIDIA Corporation (NVDA) 0.5 $806k 6.0k 134.29
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $715k 15k 47.82
International Business Machines (IBM) 0.4 $643k 2.9k 219.82
Rivian Automotive Com Cl A (RIVN) 0.4 $636k 48k 13.30
Vanguard World Energy Etf (VDE) 0.4 $612k 5.0k 121.30
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $544k 9.2k 58.93
Mastercard Incorporated Cl A (MA) 0.3 $470k 893.00 526.58
Ishares Tr Russell 2000 Etf (IWM) 0.2 $416k 1.9k 220.96
Bristol Myers Squibb (BMY) 0.2 $392k 6.9k 56.56
Stryker Corporation (SYK) 0.2 $391k 1.1k 360.05
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $383k 1.3k 289.71
Select Sector Spdr Tr Energy (XLE) 0.2 $382k 4.5k 85.66
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $344k 1.9k 185.13
Intuitive Surgical Com New (ISRG) 0.2 $341k 653.00 521.96
Schlumberger Com Stk (SLB) 0.2 $335k 8.7k 38.34
Ishares Tr Core Msci Eafe (IEFA) 0.2 $321k 4.6k 70.29
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $316k 4.1k 78.01
Amgen (AMGN) 0.2 $311k 1.2k 260.71
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $307k 5.1k 60.75
Ishares Esg Awr Msci Em (ESGE) 0.2 $307k 9.2k 33.39
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $282k 3.2k 87.33
Ishares Tr Broad Usd High (USHY) 0.2 $280k 7.6k 36.79
Kraft Heinz (KHC) 0.2 $274k 8.9k 30.71
Amazon (AMZN) 0.2 $274k 1.2k 219.39
Ishares Tr Glb Infrastr Etf (IGF) 0.2 $266k 5.1k 52.27
Caterpillar (CAT) 0.1 $257k 709.00 362.76
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.1 $255k 4.0k 63.16
Tesla Motors (TSLA) 0.1 $247k 611.00 403.84
Ishares Tr Ultra Short-term (ICSH) 0.1 $238k 4.7k 50.43
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $226k 1.1k 198.16
Alliancebernstein Hldg Unit Ltd Partn (AB) 0.1 $224k 6.0k 37.09
Alphabet Cap Stk Cl A (GOOGL) 0.1 $220k 1.2k 189.32