Wescott Financial Advisory Group, LLC Diversified Active

CIK: 0001864880 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Nov 12, 2024

Total Value ($000): $930,117 (100.0% shares, 0.0% debt)

Holdings (170)

VOO VANGUARD INDEX FDS 15.7%
Value ($000) $145,743 Shares 276,201 Est. Cost $433.48 Unrealized
QQQ INVESCO QQQ TR 7.6%
Value ($000) $70,401 Shares 144,244 Est. Cost $329.47 Unrealized
VTES VANGUARD WELLINGTON FD 6.7%
Value ($000) $62,580 Shares 617,037 Est. Cost $100.52 Unrealized
IEFA ISHARES TR 4.5%
Value ($000) $42,139 Shares 539,902 Est. Cost $69.88 Unrealized
IVV ISHARES TR 4.2%
Value ($000) $38,699 Shares 67,090 Est. Cost $462.53 Unrealized
DFUV DIMENSIONAL ETF TRUST 4.0%
Value ($000) $37,447 Shares 898,235 Est. Cost $31.78 Unrealized
IEMG ISHARES INC 4.0%
Value ($000) $37,234 Shares 648,568 Est. Cost $51.89 Unrealized
DFIS DIMENSIONAL ETF TRUST 3.5%
Value ($000) $32,475 Shares 1,210,382 Est. Cost $25.10 Unrealized
IWS ISHARES TR 3.4%
Value ($000) $31,204 Shares 235,949 Est. Cost $98.08 Unrealized
IWB ISHARES TR 3.2%
Value ($000) $29,944 Shares 95,246 Est. Cost $211.84 Unrealized
DFGR DIMENSIONAL ETF TRUST 3.0%
Value ($000) $27,741 Shares 961,209 Est. Cost $24.40 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 2.7%
Value ($000) $25,476 Shares 320,778 Est. Cost $77.13 Unrealized
MRK MERCK & CO INC 2.1%
Value ($000) $19,097 Shares 168,165 Est. Cost $75.36 Unrealized +49.9%
DFIV DIMENSIONAL ETF TRUST 1.7%
Value ($000) $15,434 Shares 405,304 Est. Cost $32.45 Unrealized
BIV VANGUARD BD INDEX FDS 1.5%
Value ($000) $14,212 Shares 181,344 Est. Cost $76.06 Unrealized
DFLV DIMENSIONAL ETF TRUST 1.5%
Value ($000) $13,870 Shares 450,176 Est. Cost $27.58 Unrealized
AAPL APPLE INC 1.4%
Value ($000) $13,104 Shares 56,240 Est. Cost $142.49 Unrealized +55.8%
DFAE DIMENSIONAL ETF TRUST 1.3%
Value ($000) $12,486 Shares 455,532 Est. Cost $23.69 Unrealized
SPTS SPDR SER TR 1.1%
Value ($000) $10,375 Shares 352,780 Est. Cost $28.95 Unrealized
DFAS DIMENSIONAL ETF TRUST 1.0%
Value ($000) $9,639 Shares 148,616 Est. Cost $55.97 Unrealized
LLY ELI LILLY & CO 0.9%
Value ($000) $8,224 Shares 9,283 Est. Cost $455.93 Unrealized +95.3%
VO VANGUARD INDEX FDS 0.8%
Value ($000) $7,428 Shares 28,155 Est. Cost $235.87 Unrealized
VUG VANGUARD INDEX FDS 0.8%
Value ($000) $7,414 Shares 19,312 Est. Cost $287.59 Unrealized
ISTB ISHARES TR 0.8%
Value ($000) $7,390 Shares 151,810 Est. Cost $47.55 Unrealized
IJH ISHARES TR 0.8%
Value ($000) $6,996 Shares 112,252 Est. Cost $100.69 Unrealized
IVW ISHARES TR 0.7%
Value ($000) $6,910 Shares 72,171 Est. Cost $72.51 Unrealized
IWP ISHARES TR 0.7%
Value ($000) $6,881 Shares 58,669 Est. Cost $105.00 Unrealized
AGG ISHARES TR 0.7%
Value ($000) $6,739 Shares 66,540 Est. Cost $97.88 Unrealized
IVE ISHARES TR 0.7%
Value ($000) $6,135 Shares 31,116 Est. Cost $152.74 Unrealized
VXUS VANGUARD STAR FDS 0.6%
Value ($000) $5,856 Shares 90,448 Est. Cost $59.53 Unrealized
LRGF ISHARES TR 0.6%
Value ($000) $5,137 Shares 87,401 Est. Cost $38.01 Unrealized
VTV VANGUARD INDEX FDS 0.5%
Value ($000) $4,871 Shares 27,902 Est. Cost $147.89 Unrealized
NSC NORFOLK SOUTHN CORP 0.5%
Value ($000) $4,853 Shares 19,528 Est. Cost $224.21 Unrealized +3.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $4,739 Shares 10,297 Est. Cost $372.53 Unrealized +18.7%
SUSB ISHARES TR 0.5%
Value ($000) $4,574 Shares 181,799 Est. Cost $25.29 Unrealized
IJR ISHARES TR 0.5%
Value ($000) $4,453 Shares 38,076 Est. Cost $105.69 Unrealized
ACWI ISHARES TR 0.5%
Value ($000) $4,450 Shares 37,219 Est. Cost $102.34 Unrealized
DFNM DIMENSIONAL ETF TRUST 0.5%
Value ($000) $4,403 Shares 90,704 Est. Cost $47.81 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.5%
Value ($000) $4,315 Shares 81,701 Est. Cost $47.21 Unrealized
BSV VANGUARD BD INDEX FDS 0.4%
Value ($000) $4,136 Shares 52,561 Est. Cost $76.60 Unrealized
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $4,017 Shares 23,191 Est. Cost $127.45 Unrealized +28.9%
SPYM SPDR SER TR 0.4%
Value ($000) $3,567 Shares 52,837 Est. Cost $51.24 Unrealized
IXUS ISHARES TR 0.4%
Value ($000) $3,421 Shares 47,097 Est. Cost $65.62 Unrealized
MSFT MICROSOFT CORP 0.4%
Value ($000) $3,346 Shares 7,777 Est. Cost $332.77 Unrealized +27.1%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $3,299 Shares 20,358 Est. Cost $139.68 Unrealized +9.3%
SCHM SCHWAB STRATEGIC TR 0.3%
Value ($000) $3,080 Shares 37,071 Est. Cost $75.61 Unrealized
CSL CARLISLE COS INC 0.3%
Value ($000) $2,879 Shares 6,401 Est. Cost $363.38 Unrealized +11.8%
VGSH VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $2,812 Shares 47,648 Est. Cost $57.96 Unrealized
XOM EXXON MOBIL CORP 0.3%
Value ($000) $2,808 Shares 23,956 Est. Cost $98.12 Unrealized +12.1%
NOC NORTHROP GRUMMAN CORP 0.3%
Value ($000) $2,651 Shares 5,020 Est. Cost $449.58 Unrealized +6.3%
LQD ISHARES TR 0.3%
Value ($000) $2,574 Shares 22,781 Est. Cost $109.61 Unrealized
IGSB ISHARES TR 0.3%
Value ($000) $2,517 Shares 47,795 Est. Cost $50.43 Unrealized
SHY ISHARES TR 0.3%
Value ($000) $2,439 Shares 29,331 Est. Cost $84.04 Unrealized
IWF ISHARES TR 0.2%
Value ($000) $2,302 Shares 6,131 Est. Cost $239.62 Unrealized
MMM 3M CO 0.2%
Value ($000) $2,140 Shares 15,652 Est. Cost $86.79 Unrealized +37.3%
NEAR ISHARES U S ETF TR 0.2%
Value ($000) $1,980 Shares 38,639 Est. Cost $50.55 Unrealized
HSY HERSHEY CO 0.2%
Value ($000) $1,918 Shares 10,001 Est. Cost $194.24 Unrealized -4.2%
ESGE ISHARES INC 0.2%
Value ($000) $1,862 Shares 51,144 Est. Cost $29.43 Unrealized
SUB ISHARES TR 0.2%
Value ($000) $1,857 Shares 17,489 Est. Cost $104.36 Unrealized
SPSB SPDR SER TR 0.2%
Value ($000) $1,777 Shares 58,671 Est. Cost $30.11 Unrealized
USMV ISHARES TR 0.2%
Value ($000) $1,773 Shares 19,422 Est. Cost $70.91 Unrealized
DFAI DIMENSIONAL ETF TRUST 0.2%
Value ($000) $1,759 Shares 55,357 Est. Cost $24.78 Unrealized
NUSC NUSHARES ETF TR 0.2%
Value ($000) $1,758 Shares 41,030 Est. Cost $38.80 Unrealized
META META PLATFORMS INC 0.2%
Value ($000) $1,692 Shares 2,956 Est. Cost $242.73 Unrealized +111.0%
ESML ISHARES TR 0.2%
Value ($000) $1,653 Shares 39,530 Est. Cost $36.50 Unrealized
VIOO VANGUARD ADMIRAL FDS INC 0.2%
Value ($000) $1,623 Shares 14,999 Est. Cost $141.77 Unrealized
SCZ ISHARES TR 0.2%
Value ($000) $1,545 Shares 22,821 Est. Cost $65.23 Unrealized
VOE VANGUARD INDEX FDS 0.2%
Value ($000) $1,531 Shares 9,130 Est. Cost $149.12 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $1,527 Shares 2,612 Est. Cost $408.55 Unrealized +26.4%
ITOT ISHARES TR 0.2%
Value ($000) $1,449 Shares 11,532 Est. Cost $99.47 Unrealized
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $1,393 Shares 6,936 Est. Cost $177.36 Unrealized
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $1,372 Shares 5,519 Est. Cost $160.33 Unrealized +43.3%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $1,346 Shares 2,719 Est. Cost $319.41 Unrealized +48.7%
DFAU DIMENSIONAL ETF TRUST 0.1%
Value ($000) $1,327 Shares 33,442 Est. Cost $26.59 Unrealized
SUSA ISHARES TR 0.1%
Value ($000) $1,325 Shares 11,009 Est. Cost $94.45 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $1,304 Shares 4,607 Est. Cost $225.63 Unrealized
SLQD ISHARES TR 0.1%
Value ($000) $1,303 Shares 25,838 Est. Cost $49.36 Unrealized
MGC VANGUARD WORLD FD 0.1%
Value ($000) $1,276 Shares 6,177 Est. Cost $158.45 Unrealized
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $1,070 Shares 1,865 Est. Cost $455.98 Unrealized
SDY SPDR SER TR 0.1%
Value ($000) $1,048 Shares 7,375 Est. Cost $127.86 Unrealized
EAGG ISHARES TR 0.1%
Value ($000) $1,039 Shares 21,381 Est. Cost $49.60 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $1,032 Shares 1,164 Est. Cost $773.82 Unrealized +11.4%
ESGD ISHARES TR 0.1%
Value ($000) $1,029 Shares 12,227 Est. Cost $74.79 Unrealized
IGIB ISHARES TR 0.1%
Value ($000) $944 Shares 17,580 Est. Cost $51.97 Unrealized
VV VANGUARD INDEX FDS 0.1%
Value ($000) $883 Shares 3,353 Est. Cost $208.51 Unrealized
COR CENCORA INC 0.1%
Value ($000) $850 Shares 3,776 Est. Cost $169.11 Unrealized +35.8%
EFG ISHARES TR 0.1%
Value ($000) $838 Shares 7,784 Est. Cost $103.90 Unrealized
NULG NUSHARES ETF TR 0.1%
Value ($000) $823 Shares 9,956 Est. Cost $64.47 Unrealized
IAU ISHARES GOLD TR 0.1%
Value ($000) $807 Shares 16,247 Est. Cost $33.76 Unrealized
MGK VANGUARD WORLD FD 0.1%
Value ($000) $794 Shares 2,465 Est. Cost $235.37 Unrealized
IUSG ISHARES TR 0.1%
Value ($000) $778 Shares 5,900 Est. Cost $81.52 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $773 Shares 3,258 Est. Cost $212.44 Unrealized
IWO ISHARES TR 0.1%
Value ($000) $770 Shares 2,710 Est. Cost $270.44 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $768 Shares 12,183 Est. Cost $58.14 Unrealized
GE GE AEROSPACE 0.1%
Value ($000) $742 Shares 3,933 Est. Cost $157.95 Unrealized +6.3%
DIS DISNEY WALT CO 0.1%
Value ($000) $740 Shares 7,695 Est. Cost $113.26 Unrealized -20.0%
PWP PERELLA WEINBERG PARTNERS 0.1%
Value ($000) $675 Shares 34,939 Est. Cost $14.71 Unrealized +22.0%
MUB ISHARES TR 0.1%
Value ($000) $672 Shares 6,189 Est. Cost $105.19 Unrealized
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $670 Shares 1,723 Est. Cost $145.11 Unrealized +136.4%
GOOGL ALPHABET INC 0.1%
Value ($000) $642 Shares 3,871 Est. Cost $112.12 Unrealized +48.7%
SCHG SCHWAB STRATEGIC TR 0.1%
Value ($000) $635 Shares 6,097 Est. Cost $75.07 Unrealized
NULV NUSHARES ETF TR 0.1%
Value ($000) $618 Shares 14,815 Est. Cost $36.61 Unrealized
BAC BANK AMERICA CORP 0.1%
Value ($000) $595 Shares 15,000 Est. Cost $24.97 Unrealized +55.3%
UNILEVER PLC 0.1%
Value ($000) $587 Shares 9,032 Est. Cost $45.76 Unrealized
IWD ISHARES TR 0.1%
Value ($000) $578 Shares 3,045 Est. Cost $150.41 Unrealized
DLS WISDOMTREE TR 0.1%
Value ($000) $575 Shares 8,324 Est. Cost $68.65 Unrealized
JPM JPMORGAN CHASE & CO. 0.1%
Value ($000) $551 Shares 2,614 Est. Cost $126.50 Unrealized +62.0%
SMLF ISHARES TR 0.1%
Value ($000) $542 Shares 8,164 Est. Cost $47.63 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $541 Shares 2,067 Est. Cost $263.42 Unrealized -13.4%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $511 Shares 2,264 Est. Cost $158.51 Unrealized
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $511 Shares 12,427 Est. Cost $35.56 Unrealized
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $504 Shares 2,726 Est. Cost $120.44 Unrealized +39.1%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $500 Shares 2,262 Est. Cost $133.35 Unrealized +41.7%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $498 Shares 10,403 Est. Cost $44.80 Unrealized
NUDM NUSHARES ETF TR 0.1%
Value ($000) $495 Shares 14,717 Est. Cost $29.17 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $481 Shares 3,268 Est. Cost $146.81 Unrealized -4.7%
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $479 Shares 3,948 Est. Cost $90.29 Unrealized +30.8%
SGOV ISHARES TR 0.0%
Value ($000) $465 Shares 4,617 Est. Cost $100.71 Unrealized
RTX RTX CORPORATION 0.0%
Value ($000) $465 Shares 3,838 Est. Cost $89.58 Unrealized +24.0%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $455 Shares 1,645 Est. Cost $202.82 Unrealized +25.0%
USIG ISHARES TR 0.0%
Value ($000) $450 Shares 8,554 Est. Cost $49.18 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $449 Shares 15,517 Est. Cost $25.70 Unrealized +3.8%
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $444 Shares 3,461 Est. Cost $111.34 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $442 Shares 6,155 Est. Cost $45.28 Unrealized +45.0%
CVS CVS HEALTH CORP 0.0%
Value ($000) $441 Shares 7,009 Est. Cost $80.64 Unrealized -31.5%
IBB ISHARES TR 0.0%
Value ($000) $440 Shares 3,023 Est. Cost $151.15 Unrealized
WAL WESTERN ALLIANCE BANCORP 0.0%
Value ($000) $432 Shares 5,000 Est. Cost $56.86 Unrealized +31.3%
AMZN AMAZON COM INC 0.0%
Value ($000) $430 Shares 2,309 Est. Cost $125.00 Unrealized +46.0%
PEP PEPSICO INC 0.0%
Value ($000) $423 Shares 2,486 Est. Cost $167.29 Unrealized -2.6%
FSK FS KKR CAP CORP 0.0%
Value ($000) $417 Shares 21,118 Est. Cost $13.19 Unrealized +21.4%
PWV INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $415 Shares 7,119 Est. Cost $48.88 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $408 Shares 4,874 Est. Cost $84.25 Unrealized
IJJ ISHARES TR 0.0%
Value ($000) $392 Shares 3,175 Est. Cost $108.30 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $387 Shares 2,278 Est. Cost $182.25 Unrealized -6.1%
INTF ISHARES TR 0.0%
Value ($000) $387 Shares 12,310 Est. Cost $26.56 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $385 Shares 1,265 Est. Cost $255.38 Unrealized +4.4%
VGT VANGUARD WORLD FD 0.0%
Value ($000) $372 Shares 634 Est. Cost $487.50 Unrealized
OGN ORGANON & CO 0.0%
Value ($000) $357 Shares 18,637 Est. Cost $27.94 Unrealized -29.4%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $353 Shares 3,398 Est. Cost $69.80 Unrealized +41.7%
ANVS ANNOVIS BIO INC 0.0%
Value ($000) $335 Shares 41,607 Est. Cost $57.50 Unrealized -83.7%
IWM ISHARES TR 0.0%
Value ($000) $327 Shares 1,482 Est. Cost $198.43 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $323 Shares 827 Est. Cost $233.56 Unrealized +45.0%
GLD SPDR GOLD TR 0.0%
Value ($000) $318 Shares 1,309 Est. Cost $182.07 Unrealized
CI THE CIGNA GROUP 0.0%
Value ($000) $318 Shares 918 Est. Cost $322.36 Unrealized +3.9%
PULS PGIM ETF TR 0.0%
Value ($000) $317 Shares 6,358 Est. Cost $49.23 Unrealized
GOOG ALPHABET INC 0.0%
Value ($000) $308 Shares 1,843 Est. Cost $114.08 Unrealized +47.5%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $306 Shares 3,799 Est. Cost $43.10 Unrealized +59.0%
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $302 Shares 6,003 Est. Cost $49.89 Unrealized -20.1%
QUAL ISHARES TR 0.0%
Value ($000) $302 Shares 1,685 Est. Cost $171.21 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $285 Shares 3,653 Est. Cost $75.50 Unrealized -4.5%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $283 Shares 3,371 Est. Cost $63.13 Unrealized +15.7%
SOLV SOLVENTUM CORP 0.0%
Value ($000) $274 Shares 3,923 Est. Cost $60.70 Unrealized -0.9%
DFAR DIMENSIONAL ETF TRUST 0.0%
Value ($000) $268 Shares 10,439 Est. Cost $22.74 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $264 Shares 815 Est. Cost $247.59 Unrealized +16.3%
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $260 Shares 3,907 Est. Cost $41.95 Unrealized
GEV GE VERNOVA INC 0.0%
Value ($000) $244 Shares 958 Est. Cost $191.56 Unrealized 0.0%
DFAX DIMENSIONAL ETF TRUST 0.0%
Value ($000) $237 Shares 8,783 Est. Cost $21.66 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $234 Shares 1,372 Est. Cost $143.05 Unrealized 0.0%
JPIB J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $232 Shares 4,763 Est. Cost $46.05 Unrealized
PPL PPL CORP 0.0%
Value ($000) $230 Shares 6,954 Est. Cost $29.23 Unrealized 0.0%
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $215 Shares 804 Est. Cost $260.65 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $211 Shares 297 Est. Cost $66.88 Unrealized 0.0%
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $209 Shares 6,162 Est. Cost $29.43 Unrealized 0.0%
ECL ECOLAB INC 0.0%
Value ($000) $208 Shares 816 Est. Cost $241.07 Unrealized 0.0%
AMGN AMGEN INC 0.0%
Value ($000) $208 Shares 644 Est. Cost $279.32 Unrealized +12.1%
SPIB SPDR SER TR 0.0%
Value ($000) $206 Shares 6,125 Est. Cost $33.71 Unrealized
AVLV AMERICAN CENTY ETF TR 0.0%
Value ($000) $205 Shares 3,113 Est. Cost $65.83 Unrealized
OGCP EMPIRE ST RLTY OP L P 0.0%
Value ($000) $181 Shares 16,474 Est. Cost $9.04 Unrealized
ESBA EMPIRE ST RLTY OP L P 0.0%
Value ($000) $174 Shares 16,408 Est. Cost $9.14 Unrealized
PAYO PAYONEER GLOBAL INC 0.0%
Value ($000) $132 Shares 17,477 Est. Cost $9.72 Unrealized -33.2%