Scott Capital Advisors

Scott Capital Advisors as of Dec. 31, 2022

Portfolio Holdings for Scott Capital Advisors

Scott Capital Advisors holds 46 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 22.6 $40M 114k 351.34
Schwab Strategic Tr Us Dividend Eq (SCHD) 18.1 $32M 423k 75.54
Vanguard Index Fds Small Cp Etf (VB) 12.6 $22M 121k 183.54
Vanguard Index Fds Growth Etf (VUG) 9.7 $17M 81k 213.11
Vanguard Index Fds Mid Cap Etf (VO) 4.9 $8.6M 42k 203.81
Vanguard Index Fds Mcap Vl Idxvip (VOE) 3.6 $6.3M 46k 135.24
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 3.4 $6.1M 121k 50.13
Ishares Tr Core Div Grwth (DGRO) 3.2 $5.6M 113k 50.00
Microsoft Corporation (MSFT) 3.1 $5.4M 23k 239.82
Vanguard Bd Index Fds Intermed Term (BIV) 2.6 $4.6M 62k 74.32
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 2.2 $3.8M 78k 49.00
Ishares Tr MRGSTR MD CP GRW (IMCG) 1.7 $3.1M 57k 53.88
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.6 $2.9M 11k 266.27
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.1 $1.9M 45k 41.97
Vanguard World Esg Us Stk Etf (ESGV) 0.8 $1.4M 21k 65.86
Vanguard Whitehall Fds High Div Yld (VYM) 0.7 $1.2M 11k 108.21
Ishares Tr Core S&p500 Etf (IVV) 0.6 $1.1M 2.9k 384.21
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.6 $1.1M 19k 55.56
Ishares Tr Core Msci Total (IXUS) 0.6 $1.0M 18k 57.88
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $937k 2.00 468711.00
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.5 $830k 24k 34.18
Nike CL B (NKE) 0.4 $720k 6.2k 117.01
Costco Wholesale Corporation (COST) 0.4 $717k 1.6k 456.39
ConAgra Foods (CAG) 0.4 $709k 18k 38.70
Ishares Tr Shrt Nat Mun Etf (SUB) 0.4 $621k 6.0k 104.28
Johnson & Johnson (JNJ) 0.3 $571k 3.2k 176.65
Apple (AAPL) 0.3 $518k 4.0k 129.92
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $506k 3.3k 151.85
Starbucks Corporation (SBUX) 0.3 $479k 4.8k 99.19
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $443k 5.9k 75.28
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.2 $404k 11k 36.93
Boeing Company (BA) 0.2 $396k 2.1k 190.49
Amazon (AMZN) 0.2 $323k 3.8k 84.00
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $314k 1.0k 308.84
Pfizer (PFE) 0.2 $295k 5.8k 51.24
Lamb Weston Hldgs (LW) 0.1 $261k 2.9k 89.36
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $253k 4.6k 54.49
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $247k 3.3k 75.20
Ferguson SHS 0.1 $224k 1.8k 126.96
Bank of America Corporation (BAC) 0.1 $211k 6.4k 33.12
Tesla Motors (TSLA) 0.1 $207k 1.7k 123.18
Ishares Tr U.s. Finls Etf (IYF) 0.1 $207k 2.7k 75.47
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $205k 1.1k 179.78
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.1 $204k 4.5k 45.02
Realty Income (O) 0.1 $204k 3.2k 63.44
Audacy Cl A 0.0 $3.4k 15k 0.23