Sprinkle Financial Consultants

Sprinkle Financial Consultants as of Dec. 31, 2024

Portfolio Holdings for Sprinkle Financial Consultants

Sprinkle Financial Consultants holds 70 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
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 17.0 $25M 1.1M 23.18
Ishares Tr Core S&p Scp Etf (IJR) 7.5 $11M 96k 115.22
Dimensional Etf Trust Us Mktwide Value (DFUV) 6.6 $9.7M 237k 40.92
Oneok (OKE) 6.2 $9.1M 90k 100.40
Dimensional Etf Trust Global Real Est (DFGR) 5.9 $8.6M 337k 25.54
J P Morgan Exchange Traded F Active Growth (JGRO) 4.9 $7.1M 88k 81.04
One Gas (OGS) 3.5 $5.1M 74k 69.25
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE) 3.4 $5.0M 107k 46.81
Ishares Tr Core S&p500 Etf (IVV) 2.8 $4.2M 7.1k 588.57
American Centy Etf Tr Avantis All Eqt (AVGE) 2.8 $4.1M 57k 72.37
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.3 $3.4M 123k 27.87
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 2.3 $3.3M 73k 46.07
T Rowe Price Etf Cap Appreciation (TCAF) 1.9 $2.8M 83k 33.27
Amazon (AMZN) 1.7 $2.5M 12k 219.39
Apple (AAPL) 1.7 $2.5M 10k 250.40
Vanguard Index Fds Total Stk Mkt (VTI) 1.6 $2.4M 8.2k 289.81
Dimensional Etf Trust Us Large Cap Val (DFLV) 1.5 $2.1M 71k 30.03
Dimensional Etf Trust World Equity Etf (DFAW) 1.4 $2.0M 33k 62.46
Ishares Tr S&p 500 Grwt Etf (IVW) 1.3 $1.9M 18k 101.53
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.2 $1.8M 30k 58.79
EOG Resources (EOG) 1.2 $1.7M 14k 122.58
Dimensional Etf Trust Intl Core Equity (DFIC) 1.1 $1.6M 62k 25.84
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY) 1.1 $1.6M 50k 31.97
Pimco Etf Tr Multisector Bd (PYLD) 1.0 $1.5M 56k 25.92
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $1.3M 2.8k 453.28
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.9 $1.3M 49k 25.86
Microsoft Corporation (MSFT) 0.8 $1.2M 2.9k 421.49
Ishares Tr Core S&p Ttl Stk (ITOT) 0.8 $1.1M 8.8k 128.63
Ishares Tr Rus 1000 Grw Etf (IWF) 0.7 $1.1M 2.7k 401.65
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.7 $986k 38k 26.19
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.7 $960k 38k 25.37
Alphabet Cap Stk Cl A (GOOGL) 0.6 $953k 5.0k 189.31
American Centy Etf Tr Real Estate Etf (AVRE) 0.6 $943k 23k 41.92
Ishares Tr Sp Smcp600vl Etf (IJS) 0.6 $847k 7.8k 108.63
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.6 $846k 28k 30.78
Meta Platforms Cl A (META) 0.5 $796k 1.4k 585.41
Ishares Tr Rus 1000 Etf (IWB) 0.5 $787k 2.4k 322.08
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $748k 1.5k 511.25
Ishares Tr S&P SML 600 GWT (IJT) 0.5 $703k 5.2k 135.39
Dimensional Etf Trust Us Real Estate E (DFAR) 0.5 $689k 30k 23.27
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $681k 1.00 680920.00
Chevron Corporation (CVX) 0.4 $622k 4.3k 144.84
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.4 $592k 8.9k 66.77
Ge Aerospace Com New (GE) 0.4 $556k 3.3k 166.79
Ishares Tr Esg Scrnd S&p500 (XVV) 0.4 $533k 12k 45.30
JPMorgan Chase & Co. (JPM) 0.3 $501k 2.1k 239.65
Verizon Communications (VZ) 0.3 $497k 12k 39.99
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $486k 829.00 586.08
Dimensional Etf Trust World Ex Us Core (DFAX) 0.3 $466k 19k 24.86
Ishares Tr Core Msci Eafe (IEFA) 0.3 $458k 6.5k 70.28
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $445k 826.00 538.83
J P Morgan Exchange Traded F Hedged Equity La (HELO) 0.3 $441k 7.1k 62.04
Ishares Tr Russell 2000 Etf (IWM) 0.3 $380k 1.7k 220.93
Exxon Mobil Corporation (XOM) 0.3 $375k 3.5k 107.57
Alphabet Cap Stk Cl C (GOOG) 0.2 $363k 1.9k 190.48
Dimensional Etf Trust Us Core Equity 1 (DCOR) 0.2 $363k 5.7k 64.17
American Centy Etf Tr Avantis Respon U (AVSU) 0.2 $343k 5.2k 66.12
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.2 $343k 12k 29.20
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.2 $329k 8.1k 40.49
Ishares Tr Esg Scrnd S&p Sm (XJR) 0.2 $301k 7.3k 41.13
Ge Vernova (GEV) 0.2 $298k 907.00 328.93
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.2 $275k 4.5k 61.37
Williams Companies (WMB) 0.2 $275k 5.1k 54.12
Schwab Strategic Tr Fundamental Us S (FNDA) 0.2 $270k 9.1k 29.71
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $257k 2.9k 89.05
Wells Fargo & Company (WFC) 0.2 $244k 3.5k 70.24
Liberty Broadband Corp Com Ser C (LBRDK) 0.1 $220k 2.9k 74.76
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $216k 6.2k 34.59
Dimensional Etf Trust Global Sustaina (DFSB) 0.1 $201k 4.0k 50.93
Scripps E W Co Ohio Cl A New (SSP) 0.1 $113k 51k 2.21