Sprinkle Financial Consultants

Sprinkle Financial Consultants as of March 31, 2025

Portfolio Holdings for Sprinkle Financial Consultants

Sprinkle Financial Consultants holds 76 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
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 14.4 $23M 1.0M 22.08
Oneok (OKE) 7.4 $12M 117k 99.22
Ishares Tr Core S&p Scp Etf (IJR) 7.0 $11M 106k 104.57
Dimensional Etf Trust Us Mktwide Value (DFUV) 6.0 $9.4M 228k 41.21
Dimensional Etf Trust Global Real Est (DFGR) 5.6 $8.8M 337k 26.26
J P Morgan Exchange Traded F Active Growth (JGRO) 4.8 $7.6M 102k 73.80
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE) 3.7 $5.8M 133k 43.59
Ishares Tr Core S&p500 Etf (IVV) 2.7 $4.3M 7.7k 562.04
American Centy Etf Tr Avantis All Eqt (AVGE) 2.6 $4.1M 57k 71.19
One Gas (OGS) 2.5 $3.9M 51k 75.59
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 2.4 $3.8M 80k 47.04
Dimensional Etf Trust Intl Core Equity (DFIC) 2.4 $3.7M 134k 27.77
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.9 $3.0M 119k 25.04
T Rowe Price Etf Cap Appreciation (TCAF) 1.8 $2.8M 87k 32.28
Dimensional Etf Trust Us Large Cap Val (DFLV) 1.8 $2.8M 91k 30.57
J P Morgan Exchange Traded F Hedged Equity La (HELO) 1.5 $2.4M 41k 59.68
Dimensional Etf Trust World Equity Etf (DFAW) 1.5 $2.3M 38k 61.28
Apple (AAPL) 1.5 $2.3M 11k 222.12
Vanguard Index Fds Total Stk Mkt (VTI) 1.4 $2.3M 8.2k 274.84
Amazon (AMZN) 1.4 $2.3M 12k 190.26
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.4 $2.3M 37k 60.17
Pimco Etf Tr Multisector Bd (PYLD) 1.4 $2.1M 82k 26.35
Ishares Tr S&p 500 Grwt Etf (IVW) 1.2 $1.9M 21k 92.84
EOG Resources (EOG) 1.2 $1.8M 14k 128.24
Dimensional Etf Trust Emerging Mkts Co (DFEM) 1.1 $1.7M 63k 26.46
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY) 1.0 $1.6M 52k 31.26
Pimco Etf Tr Muni Income Opp (MINO) 1.0 $1.5M 35k 44.73
American Centy Etf Tr Real Estate Etf (AVRE) 1.0 $1.5M 36k 43.01
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $1.5M 2.8k 532.58
Microsoft Corporation (MSFT) 0.8 $1.2M 3.3k 375.39
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.7 $1.1M 48k 23.43
Ishares Tr Core S&p Ttl Stk (ITOT) 0.7 $1.1M 8.6k 122.01
Ishares Tr Rus 1000 Grw Etf (IWF) 0.6 $986k 2.7k 361.14
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.6 $979k 38k 25.89
Alphabet Cap Stk Cl A (GOOGL) 0.5 $841k 5.4k 154.64
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.5 $799k 28k 28.15
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $798k 1.00 798442.00
Meta Platforms Cl A (META) 0.5 $784k 1.4k 576.22
Ishares Tr Sp Smcp600vl Etf (IJS) 0.5 $763k 7.8k 97.49
Verizon Communications (VZ) 0.5 $749k 17k 45.36
Dimensional Etf Trust Us Real Estate E (DFAR) 0.5 $748k 32k 23.77
Chevron Corporation (CVX) 0.5 $711k 4.2k 167.30
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $706k 1.5k 468.94
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.4 $689k 11k 65.21
Ishares Tr S&P SML 600 GWT (IJT) 0.4 $653k 5.2k 124.51
Ge Aerospace Com New (GE) 0.4 $627k 3.1k 200.15
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.4 $597k 18k 32.99
Ishares Tr Rus 1000 Etf (IWB) 0.4 $565k 1.8k 306.62
JPMorgan Chase & Co. (JPM) 0.4 $563k 2.3k 245.35
Ishares Tr Esg Select Scre (XVV) 0.3 $504k 12k 42.78
Dimensional Etf Trust World Ex Us Core (DFAX) 0.3 $500k 19k 26.20
Ishares Tr Core Msci Eafe (IEFA) 0.3 $454k 6.0k 75.65
At&t (T) 0.3 $443k 16k 28.28
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $441k 788.00 559.39
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $426k 829.00 513.81
Exxon Mobil Corporation (XOM) 0.2 $391k 3.3k 118.93
Ishares Tr Russell 2000 Etf (IWM) 0.2 $369k 1.9k 199.59
NVIDIA Corporation (NVDA) 0.2 $361k 3.3k 108.39
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.2 $359k 12k 31.23
Dimensional Etf Trust Us Core Equity 1 (DCOR) 0.2 $345k 5.6k 61.33
American Centy Etf Tr Avantis Respon U (AVSU) 0.2 $324k 5.2k 62.37
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.2 $322k 4.9k 66.27
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.2 $313k 8.1k 38.44
Williams Companies (WMB) 0.2 $303k 5.1k 59.75
Alphabet Cap Stk Cl C (GOOG) 0.2 $298k 1.9k 156.20
Ishares Tr Esg Select Scree (XJR) 0.2 $293k 7.8k 37.62
Ge Vernova (GEV) 0.2 $277k 907.00 305.28
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $257k 2.8k 90.57
Wells Fargo & Company (WFC) 0.2 $249k 3.5k 71.79
Schwab Strategic Tr Fundamental Us S (FNDA) 0.2 $239k 8.7k 27.39
Ssga Active Tr Spdr Nuveen Mun (MBNE) 0.2 $237k 8.1k 29.03
Select Sector Spdr Tr Energy (XLE) 0.1 $235k 2.5k 93.41
American Centy Etf Tr Avantis Responsi (AVSD) 0.1 $214k 3.6k 59.97
Blackrock Etf Trust Ii Ishares High Yie (HIMU) 0.1 $205k 4.1k 49.53
Dimensional Etf Trust Global Sustaina (DFSB) 0.1 $204k 4.0k 51.50
Scripps E W Co Ohio Cl A New (SSP) 0.1 $151k 51k 2.96