Causey Wealth

Causey Wealth as of June 30, 2025

Portfolio Holdings for Causey Wealth

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Whitehall Fds High Div Yld (VYM) 6.7 $13M 98k 133.31
Vanguard Scottsdale Fds Int-term Corp (VCIT) 5.9 $12M 139k 82.92
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 5.5 $11M 210k 50.68
Ishares Tr International Sl (ISCF) 5.4 $11M 273k 38.77
Dimensional Etf Trust Emerging Mkts Co (DFEM) 5.3 $10M 347k 29.68
Ishares Tr S&p Mc 400vl Etf (IJJ) 4.3 $8.3M 67k 123.58
Vanguard World Extended Dur (EDV) 4.0 $7.8M 116k 67.30
Ishares Tr Core Msci Intl (IDEV) 4.0 $7.8M 102k 76.04
Berkshire Hathaway Inc Del Cl A (BRK.A) 3.7 $7.3M 10.00 728800.00
Vanguard Scottsdale Fds Short Term Treas (VGSH) 3.4 $6.7M 114k 58.78
Ishares Core Msci Emkt (IEMG) 3.4 $6.6M 110k 60.03
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.2 $6.3M 11k 568.03
Ishares Tr Eafe Value Etf (EFV) 3.1 $6.0M 94k 63.48
Vanguard Index Fds Mcap Vl Idxvip (VOE) 2.8 $5.4M 33k 164.46
Dimensional Etf Trust Internatnal Val (DFIV) 2.5 $4.9M 115k 42.83
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 2.5 $4.8M 36k 134.39
Vanguard Index Fds Small Cp Etf (VB) 2.4 $4.8M 20k 236.99
Ishares Tr Global Reit Etf (REET) 2.4 $4.7M 192k 24.70
Vanguard Index Fds Growth Etf (VUG) 2.4 $4.7M 11k 438.41
Ishares Tr Core S&p Scp Etf (IJR) 2.4 $4.6M 42k 109.29
Ishares Tr S&p Mc 400gr Etf (IJK) 2.3 $4.5M 49k 90.98
Wisdomtree Tr Emg Mkts Smcap (DGS) 2.2 $4.3M 78k 55.24
Ishares Tr Sp Smcp600vl Etf (IJS) 1.7 $3.3M 33k 99.49
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.7 $3.2M 6.6k 485.77
Vanguard Index Fds Mcap Gr Idxvip (VOT) 1.2 $2.4M 8.4k 284.40
Vanguard World Mega Grwth Ind (MGK) 1.2 $2.3M 6.3k 366.17
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 1.2 $2.3M 25k 90.12
Apple (AAPL) 1.0 $2.0M 9.6k 205.17
Microsoft Corporation (MSFT) 0.8 $1.6M 3.3k 497.34
Vanguard Index Fds Value Etf (VTV) 0.8 $1.6M 9.1k 176.74
Vanguard World Mega Cap Val Etf (MGV) 0.8 $1.5M 11k 131.20
Exxon Mobil Corporation (XOM) 0.7 $1.4M 13k 107.80
Ishares Tr Rus Mdcp Val Etf (IWS) 0.7 $1.3M 9.7k 132.14
Ishares Tr Eafe Grwth Etf (EFG) 0.7 $1.3M 11k 112.00
Wisdomtree Tr Us Midcap Divid (DON) 0.6 $1.3M 25k 50.12
Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $1.0M 12k 89.06
NVIDIA Corporation (NVDA) 0.5 $947k 6.0k 157.99
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $927k 19k 49.46
International Business Machines (IBM) 0.4 $858k 2.9k 294.76
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $852k 15k 57.01
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.4 $775k 15k 50.92
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $676k 9.8k 69.09
Rivian Automotive Com Cl A (RIVN) 0.3 $657k 48k 13.74
Wisdomtree Tr Us Smallcap Divd (DES) 0.3 $563k 18k 31.76
Ishares Silver Tr Ishares (SLV) 0.3 $562k 17k 32.81
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $499k 1.6k 303.96
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $472k 5.4k 88.25
Stryker Corporation (SYK) 0.2 $430k 1.1k 395.63
Intuitive Surgical Com New (ISRG) 0.2 $355k 653.00 543.41
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $343k 4.3k 79.49
Amgen (AMGN) 0.2 $330k 1.2k 279.29
Ishares Esg Awr Msci Em (ESGE) 0.2 $320k 8.2k 39.17
Bristol Myers Squibb (BMY) 0.2 $317k 6.9k 46.29
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $317k 1.6k 194.23
Schlumberger Com Stk (SLB) 0.2 $295k 8.7k 33.80
Vanguard World Energy Etf (VDE) 0.2 $294k 2.5k 119.10
Caterpillar (CAT) 0.1 $276k 711.00 388.21
Amazon (AMZN) 0.1 $259k 1.2k 219.39
Alliancebernstein Hldg Unit Ltd Partn (AB) 0.1 $246k 6.0k 40.83
Mastercard Incorporated Cl A (MA) 0.1 $238k 423.00 561.94
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $238k 3.0k 80.10
Kraft Heinz (KHC) 0.1 $231k 8.9k 25.82
Ishares Tr Core Msci Eafe (IEFA) 0.1 $227k 2.7k 83.48
Rafael Hldgs Com Cl B (RFL) 0.0 $22k 13k 1.73