Causey Wealth

Causey Wealth as of March 31, 2025

Portfolio Holdings for Causey Wealth

Causey Wealth holds 64 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Whitehall Fds High Div Yld (VYM) 7.1 $13M 99k 128.96
Vanguard Scottsdale Fds Int-term Corp (VCIT) 5.8 $10M 126k 81.76
Vanguard World Extended Dur (EDV) 5.5 $9.9M 139k 71.11
Dimensional Etf Trust Emerging Mkts Co (DFEM) 5.4 $9.7M 367k 26.46
Ishares Tr International Sl (ISCF) 5.3 $9.6M 284k 33.68
Ishares Tr S&p Mc 400vl Etf (IJJ) 4.8 $8.6M 72k 119.73
Berkshire Hathaway Inc Del Cl A (BRK.A) 4.5 $8.0M 10.00 798441.60
Ishares Tr Core Msci Intl (IDEV) 3.9 $7.0M 102k 68.89
Ishares Core Msci Emkt (IEMG) 3.9 $6.9M 128k 53.97
Ishares Tr Eafe Value Etf (EFV) 3.3 $5.8M 99k 58.94
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.1 $5.5M 11k 513.89
Vanguard Index Fds Mcap Vl Idxvip (VOE) 3.0 $5.4M 33k 160.54
Vanguard Index Fds Small Cp Etf (VB) 3.0 $5.3M 24k 221.75
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 2.7 $4.8M 95k 50.63
Wisdomtree Tr Emg Mkts Smcap (DGS) 2.7 $4.8M 99k 48.31
Ishares Tr Global Reit Etf (REET) 2.5 $4.4M 182k 24.26
Ishares Tr S&p Mc 400gr Etf (IJK) 2.4 $4.3M 52k 83.28
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 2.4 $4.3M 37k 115.60
Dimensional Etf Trust Internatnal Val (DFIV) 2.4 $4.3M 108k 39.36
Ishares Tr Core S&p Scp Etf (IJR) 2.4 $4.2M 40k 104.57
Ishares Tr Sp Smcp600vl Etf (IJS) 2.3 $4.2M 43k 97.48
Vanguard Index Fds Growth Etf (VUG) 2.2 $4.0M 11k 370.81
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.0 $3.5M 6.6k 532.58
Apple (AAPL) 1.3 $2.4M 11k 222.13
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 1.2 $2.2M 26k 82.94
Vanguard Index Fds Mcap Gr Idxvip (VOT) 1.2 $2.1M 8.6k 244.64
Vanguard World Mega Grwth Ind (MGK) 1.1 $1.9M 6.3k 308.88
Vanguard Index Fds Value Etf (VTV) 0.9 $1.6M 9.4k 172.74
Exxon Mobil Corporation (XOM) 0.9 $1.6M 13k 118.93
Vanguard World Mega Cap Val Etf (MGV) 0.8 $1.5M 11k 128.84
Wisdomtree Tr Us Midcap Divid (DON) 0.7 $1.3M 27k 49.52
Ishares Tr Rus Mdcp Val Etf (IWS) 0.7 $1.3M 10k 125.97
Microsoft Corporation (MSFT) 0.7 $1.2M 3.2k 375.35
Ishares Tr Eafe Grwth Etf (EFG) 0.6 $1.1M 12k 100.00
Vanguard Index Fds Real Estate Etf (VNQ) 0.6 $1.1M 12k 90.54
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $970k 21k 45.26
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $760k 15k 50.83
International Business Machines (IBM) 0.4 $727k 2.9k 248.65
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.4 $697k 14k 50.85
Wisdomtree Tr Us Smallcap Divd (DES) 0.4 $658k 21k 31.96
NVIDIA Corporation (NVDA) 0.4 $650k 6.0k 108.38
Rivian Automotive Com Cl A (RIVN) 0.3 $595k 48k 12.45
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $580k 9.3k 62.10
Mastercard Incorporated Cl A (MA) 0.3 $490k 893.00 548.13
Bristol Myers Squibb (BMY) 0.2 $423k 6.9k 60.99
Stryker Corporation (SYK) 0.2 $404k 1.1k 372.25
Amgen (AMGN) 0.2 $371k 1.2k 311.64
Schlumberger Com Stk (SLB) 0.2 $365k 8.7k 41.80
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $364k 1.3k 274.88
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $334k 4.2k 78.93
Intuitive Surgical Com New (ISRG) 0.2 $323k 653.00 495.27
Ishares Esg Awr Msci Em (ESGE) 0.2 $321k 9.2k 34.95
Vanguard World Energy Etf (VDE) 0.2 $320k 2.5k 129.68
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $307k 1.6k 188.16
Ishares Tr Core Msci Eafe (IEFA) 0.2 $297k 3.9k 75.65
Kraft Heinz (KHC) 0.2 $272k 8.9k 30.43
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $235k 2.6k 91.03
Caterpillar (CAT) 0.1 $234k 709.00 329.80
Alliancebernstein Hldg Unit Ltd Partn (AB) 0.1 $231k 6.0k 38.31
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.1 $224k 3.5k 64.21
Amazon (AMZN) 0.1 $222k 1.2k 190.26
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $217k 2.9k 73.68
Ishares Silver Tr Ishares (SLV) 0.1 $205k 6.6k 30.99
Select Sector Spdr Tr Energy (XLE) 0.1 $205k 2.2k 93.44