Wescott Financial Advisory Group, LLC Diversified Active

CIK: 0001864880 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 14, 2025

Total Value ($000): $964,594 (100.0% shares, 0.0% debt)

Holdings (172)

VOO VANGUARD INDEX FDS 15.7%
Value ($000) $151,157 Shares 294,132 Est. Cost $438.83 Unrealized
QQQ INVESCO QQQ TR 7.1%
Value ($000) $68,855 Shares 146,837 Est. Cost $332.69 Unrealized
VTES VANGUARD WELLINGTON FD 6.7%
Value ($000) $65,060 Shares 647,297 Est. Cost $100.52 Unrealized
IWP ISHARES TR 4.4%
Value ($000) $42,421 Shares 361,063 Est. Cost $122.72 Unrealized
IEFA ISHARES TR 4.2%
Value ($000) $40,374 Shares 533,696 Est. Cost $69.88 Unrealized
IVV ISHARES TR 3.8%
Value ($000) $37,123 Shares 66,067 Est. Cost $466.21 Unrealized
DFIS DIMENSIONAL ETF TRUST 3.6%
Value ($000) $35,176 Shares 1,361,318 Est. Cost $25.16 Unrealized
IEMG ISHARES INC 3.6%
Value ($000) $35,162 Shares 651,513 Est. Cost $51.89 Unrealized
DFUV DIMENSIONAL ETF TRUST 3.6%
Value ($000) $35,020 Shares 849,792 Est. Cost $31.78 Unrealized
IWB ISHARES TR 2.9%
Value ($000) $27,765 Shares 90,515 Est. Cost $211.84 Unrealized
IWS ISHARES TR 2.8%
Value ($000) $27,308 Shares 216,782 Est. Cost $98.08 Unrealized
DFGR DIMENSIONAL ETF TRUST 2.6%
Value ($000) $25,385 Shares 966,696 Est. Cost $24.40 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 2.6%
Value ($000) $24,746 Shares 313,477 Est. Cost $77.13 Unrealized
BIV VANGUARD BD INDEX FDS 2.2%
Value ($000) $21,624 Shares 282,413 Est. Cost $75.80 Unrealized
DFIV DIMENSIONAL ETF TRUST 1.7%
Value ($000) $16,693 Shares 424,098 Est. Cost $32.64 Unrealized
DFLV DIMENSIONAL ETF TRUST 1.7%
Value ($000) $15,984 Shares 522,864 Est. Cost $27.96 Unrealized
MRK MERCK & CO INC 1.5%
Value ($000) $14,644 Shares 163,143 Est. Cost $75.36 Unrealized +19.6%
AAPL APPLE INC 1.3%
Value ($000) $12,696 Shares 57,154 Est. Cost $145.41 Unrealized +58.7%
DFAE DIMENSIONAL ETF TRUST 1.2%
Value ($000) $11,798 Shares 455,684 Est. Cost $23.69 Unrealized
AGG ISHARES TR 1.0%
Value ($000) $9,903 Shares 100,114 Est. Cost $97.62 Unrealized
DFAS DIMENSIONAL ETF TRUST 1.0%
Value ($000) $9,607 Shares 160,785 Est. Cost $56.35 Unrealized
SPTS SPDR SER TR 0.9%
Value ($000) $8,814 Shares 301,423 Est. Cost $28.95 Unrealized
ISTB ISHARES TR 0.9%
Value ($000) $8,730 Shares 180,550 Est. Cost $47.61 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.8%
Value ($000) $7,984 Shares 10 Est. Cost $729330.75 Unrealized 0.0%
LLY ELI LILLY & CO 0.8%
Value ($000) $7,753 Shares 9,387 Est. Cost $459.74 Unrealized +79.8%
IJH ISHARES TR 0.8%
Value ($000) $7,623 Shares 130,639 Est. Cost $94.78 Unrealized
IVW ISHARES TR 0.8%
Value ($000) $7,592 Shares 81,787 Est. Cost $75.58 Unrealized
IVE ISHARES TR 0.7%
Value ($000) $6,570 Shares 34,472 Est. Cost $156.44 Unrealized
VUG VANGUARD INDEX FDS 0.6%
Value ($000) $6,090 Shares 16,424 Est. Cost $287.59 Unrealized
VXUS VANGUARD STAR FDS 0.6%
Value ($000) $5,713 Shares 91,989 Est. Cost $59.47 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.6%
Value ($000) $5,606 Shares 10,526 Est. Cost $374.05 Unrealized +30.0%
VO VANGUARD INDEX FDS 0.6%
Value ($000) $5,588 Shares 21,609 Est. Cost $235.87 Unrealized
MSFT MICROSOFT CORP 0.5%
Value ($000) $5,079 Shares 13,530 Est. Cost $364.76 Unrealized +11.1%
SUSB ISHARES TR 0.5%
Value ($000) $4,916 Shares 196,706 Est. Cost $25.26 Unrealized
LRGF ISHARES TR 0.5%
Value ($000) $4,850 Shares 83,789 Est. Cost $38.01 Unrealized
ACWI ISHARES TR 0.5%
Value ($000) $4,736 Shares 40,695 Est. Cost $103.57 Unrealized
NSC NORFOLK SOUTHN CORP 0.5%
Value ($000) $4,464 Shares 18,847 Est. Cost $224.21 Unrealized +6.8%
VTV VANGUARD INDEX FDS 0.4%
Value ($000) $4,330 Shares 25,065 Est. Cost $147.89 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.4%
Value ($000) $4,065 Shares 79,967 Est. Cost $47.24 Unrealized
IJR ISHARES TR 0.4%
Value ($000) $3,988 Shares 38,141 Est. Cost $105.90 Unrealized
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $3,944 Shares 23,143 Est. Cost $127.45 Unrealized +28.6%
DFNM DIMENSIONAL ETF TRUST 0.4%
Value ($000) $3,791 Shares 79,701 Est. Cost $47.81 Unrealized
SPYM SPDR SER TR 0.4%
Value ($000) $3,447 Shares 52,416 Est. Cost $51.24 Unrealized
BSV VANGUARD BD INDEX FDS 0.3%
Value ($000) $3,338 Shares 42,647 Est. Cost $76.60 Unrealized
IXUS ISHARES TR 0.3%
Value ($000) $3,326 Shares 47,651 Est. Cost $65.63 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $3,187 Shares 19,219 Est. Cost $139.68 Unrealized +9.1%
LQD ISHARES TR 0.3%
Value ($000) $3,180 Shares 29,257 Est. Cost $109.18 Unrealized
SCHM SCHWAB STRATEGIC TR 0.3%
Value ($000) $2,867 Shares 109,425 Est. Cost $43.62 Unrealized
XOM EXXON MOBIL CORP 0.3%
Value ($000) $2,861 Shares 24,054 Est. Cost $98.12 Unrealized +9.3%
SHY ISHARES TR 0.3%
Value ($000) $2,843 Shares 34,367 Est. Cost $83.77 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $2,653 Shares 45,207 Est. Cost $57.96 Unrealized
NEAR ISHARES U S ETF TR 0.3%
Value ($000) $2,466 Shares 48,484 Est. Cost $50.57 Unrealized
MMM 3M CO 0.2%
Value ($000) $2,309 Shares 15,720 Est. Cost $86.79 Unrealized +66.6%
CSL CARLISLE COS INC 0.2%
Value ($000) $2,180 Shares 6,403 Est. Cost $363.38 Unrealized -2.6%
IWF ISHARES TR 0.2%
Value ($000) $2,164 Shares 5,993 Est. Cost $239.62 Unrealized
DFAI DIMENSIONAL ETF TRUST 0.2%
Value ($000) $2,111 Shares 67,594 Est. Cost $25.94 Unrealized
IGSB ISHARES TR 0.2%
Value ($000) $2,017 Shares 38,511 Est. Cost $50.43 Unrealized
ESGE ISHARES INC 0.2%
Value ($000) $1,919 Shares 54,914 Est. Cost $29.78 Unrealized
META META PLATFORMS INC 0.2%
Value ($000) $1,791 Shares 3,108 Est. Cost $260.34 Unrealized +147.1%
HSY HERSHEY CO 0.2%
Value ($000) $1,719 Shares 10,051 Est. Cost $194.24 Unrealized -18.0%
NUSC NUSHARES ETF TR 0.2%
Value ($000) $1,624 Shares 42,357 Est. Cost $38.79 Unrealized
SUB ISHARES TR 0.2%
Value ($000) $1,613 Shares 15,278 Est. Cost $104.36 Unrealized
SCZ ISHARES TR 0.2%
Value ($000) $1,586 Shares 24,959 Est. Cost $64.88 Unrealized
ESML ISHARES TR 0.2%
Value ($000) $1,560 Shares 40,604 Est. Cost $36.55 Unrealized
USMV ISHARES TR 0.2%
Value ($000) $1,545 Shares 16,497 Est. Cost $70.91 Unrealized
SPSB SPDR SER TR 0.2%
Value ($000) $1,518 Shares 50,426 Est. Cost $30.11 Unrealized
VIOO VANGUARD ADMIRAL FDS INC 0.2%
Value ($000) $1,484 Shares 15,380 Est. Cost $140.89 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $1,422 Shares 2,602 Est. Cost $321.87 Unrealized +83.5%
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $1,376 Shares 8,571 Est. Cost $149.12 Unrealized
ITOT ISHARES TR 0.1%
Value ($000) $1,374 Shares 11,262 Est. Cost $100.37 Unrealized
SUSA ISHARES TR 0.1%
Value ($000) $1,349 Shares 11,739 Est. Cost $96.42 Unrealized
EAGG ISHARES TR 0.1%
Value ($000) $1,311 Shares 27,601 Est. Cost $48.96 Unrealized
DFAU DIMENSIONAL ETF TRUST 0.1%
Value ($000) $1,290 Shares 33,559 Est. Cost $26.59 Unrealized
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $1,246 Shares 5,232 Est. Cost $160.33 Unrealized +68.0%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $1,198 Shares 4,359 Est. Cost $225.63 Unrealized
SLQD ISHARES TR 0.1%
Value ($000) $1,173 Shares 23,336 Est. Cost $49.36 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $1,158 Shares 1,224 Est. Cost $781.69 Unrealized +24.2%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $1,083 Shares 2,425 Est. Cost $408.55 Unrealized +9.7%
COR CENCORA INC 0.1%
Value ($000) $1,014 Shares 3,645 Est. Cost $169.11 Unrealized +47.6%
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $1,007 Shares 5,403 Est. Cost $177.36 Unrealized
EFG ISHARES TR 0.1%
Value ($000) $998 Shares 9,975 Est. Cost $102.62 Unrealized
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $982 Shares 1,755 Est. Cost $455.98 Unrealized
IGIB ISHARES TR 0.1%
Value ($000) $926 Shares 17,635 Est. Cost $51.97 Unrealized
MGC VANGUARD WORLD FD 0.1%
Value ($000) $892 Shares 4,430 Est. Cost $158.45 Unrealized
VV VANGUARD INDEX FDS 0.1%
Value ($000) $870 Shares 3,386 Est. Cost $208.51 Unrealized
ESGD ISHARES TR 0.1%
Value ($000) $861 Shares 10,538 Est. Cost $74.91 Unrealized
IWO ISHARES TR 0.1%
Value ($000) $849 Shares 3,324 Est. Cost $270.82 Unrealized
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $844 Shares 7,784 Est. Cost $113.91 Unrealized +11.2%
NULG NUSHARES ETF TR 0.1%
Value ($000) $797 Shares 10,179 Est. Cost $66.00 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $787 Shares 7,969 Est. Cost $112.72 Unrealized -5.7%
GE GE AEROSPACE 0.1%
Value ($000) $777 Shares 3,883 Est. Cost $158.47 Unrealized +23.5%
MGK VANGUARD WORLD FD 0.1%
Value ($000) $762 Shares 2,466 Est. Cost $235.37 Unrealized
IAU ISHARES GOLD TR 0.1%
Value ($000) $755 Shares 12,797 Est. Cost $33.76 Unrealized
JPM JPMORGAN CHASE & CO. 0.1%
Value ($000) $722 Shares 2,943 Est. Cost $137.36 Unrealized +82.7%
AMZN AMAZON COM INC 0.1%
Value ($000) $717 Shares 3,767 Est. Cost $156.19 Unrealized +38.9%
GOOGL ALPHABET INC 0.1%
Value ($000) $716 Shares 4,628 Est. Cost $122.26 Unrealized +47.8%
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $683 Shares 11,262 Est. Cost $58.14 Unrealized
NULV NUSHARES ETF TR 0.1%
Value ($000) $678 Shares 16,744 Est. Cost $36.94 Unrealized
BAC BANK AMERICA CORP 0.1%
Value ($000) $655 Shares 15,696 Est. Cost $25.78 Unrealized +69.2%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $647 Shares 3,866 Est. Cost $147.09 Unrealized +2.3%
IUSG ISHARES TR 0.1%
Value ($000) $622 Shares 4,897 Est. Cost $81.52 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $620 Shares 2,795 Est. Cost $212.44 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $602 Shares 2,422 Est. Cost $139.39 Unrealized +71.7%
MUB ISHARES TR 0.1%
Value ($000) $593 Shares 5,627 Est. Cost $105.19 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $583 Shares 1,139 Est. Cost $449.58 Unrealized +4.5%
IWD ISHARES TR 0.1%
Value ($000) $575 Shares 3,054 Est. Cost $150.41 Unrealized
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $562 Shares 1,669 Est. Cost $148.95 Unrealized +141.0%
NUDM NUSHARES ETF TR 0.1%
Value ($000) $547 Shares 17,181 Est. Cost $29.32 Unrealized
UNILEVER PLC 0.1%
Value ($000) $538 Shares 9,032 Est. Cost $45.76 Unrealized
RTX RTX CORPORATION 0.1%
Value ($000) $532 Shares 4,019 Est. Cost $90.97 Unrealized +37.2%
KO COCA COLA CO 0.1%
Value ($000) $493 Shares 6,890 Est. Cost $47.22 Unrealized +37.6%
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $479 Shares 2,782 Est. Cost $189.98 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $473 Shares 10,461 Est. Cost $44.78 Unrealized
FSK FS KKR CAP CORP 0.0%
Value ($000) $468 Shares 22,334 Est. Cost $13.43 Unrealized +43.3%
PWP PERELLA WEINBERG PARTNERS 0.0%
Value ($000) $462 Shares 25,097 Est. Cost $14.71 Unrealized +51.9%
SGOV ISHARES TR 0.0%
Value ($000) $455 Shares 4,515 Est. Cost $100.71 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $450 Shares 1,472 Est. Cost $207.19 Unrealized +42.6%
USIG ISHARES TR 0.0%
Value ($000) $450 Shares 8,804 Est. Cost $49.22 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $448 Shares 1,729 Est. Cost $273.01 Unrealized +22.1%
PWV INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $424 Shares 7,119 Est. Cost $48.88 Unrealized
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $422 Shares 3,273 Est. Cost $111.34 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $405 Shares 2,030 Est. Cost $198.73 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $400 Shares 3,570 Est. Cost $64.36 Unrealized +56.2%
MCD MCDONALDS CORP 0.0%
Value ($000) $396 Shares 1,266 Est. Cost $255.88 Unrealized +14.5%
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $393 Shares 19,886 Est. Cost $26.88 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $388 Shares 15,293 Est. Cost $25.67 Unrealized -3.7%
GOOG ALPHABET INC 0.0%
Value ($000) $385 Shares 2,467 Est. Cost $129.76 Unrealized +40.6%
IJJ ISHARES TR 0.0%
Value ($000) $380 Shares 3,177 Est. Cost $108.30 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $375 Shares 2,438 Est. Cost $180.77 Unrealized -11.7%
GLD SPDR GOLD TR 0.0%
Value ($000) $360 Shares 1,249 Est. Cost $182.07 Unrealized
IBB ISHARES TR 0.0%
Value ($000) $354 Shares 2,769 Est. Cost $151.15 Unrealized
INTF ISHARES TR 0.0%
Value ($000) $348 Shares 11,280 Est. Cost $26.59 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $348 Shares 2,318 Est. Cost $167.29 Unrealized -14.2%
NFLX NETFLIX INC 0.0%
Value ($000) $333 Shares 357 Est. Cost $69.69 Unrealized +36.5%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $323 Shares 3,444 Est. Cost $70.58 Unrealized +24.4%
PULS PGIM ETF TR 0.0%
Value ($000) $322 Shares 6,469 Est. Cost $49.23 Unrealized
SMLF ISHARES TR 0.0%
Value ($000) $314 Shares 5,049 Est. Cost $47.63 Unrealized
CI THE CIGNA GROUP 0.0%
Value ($000) $313 Shares 952 Est. Cost $322.01 Unrealized -8.2%
GEV GE VERNOVA INC 0.0%
Value ($000) $309 Shares 1,013 Est. Cost $197.19 Unrealized +76.6%
SOLV SOLVENTUM CORP 0.0%
Value ($000) $298 Shares 3,923 Est. Cost $60.70 Unrealized +22.7%
SYY SYSCO CORP 0.0%
Value ($000) $289 Shares 3,848 Est. Cost $75.34 Unrealized -5.4%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $284 Shares 8,331 Est. Cost $31.86 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $281 Shares 4,152 Est. Cost $80.25 Unrealized -27.7%
CSCO CISCO SYS INC 0.0%
Value ($000) $279 Shares 4,528 Est. Cost $55.86 Unrealized +7.6%
VGT VANGUARD WORLD FD 0.0%
Value ($000) $279 Shares 515 Est. Cost $487.50 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $277 Shares 841 Est. Cost $241.69 Unrealized +45.6%
QUAL ISHARES TR 0.0%
Value ($000) $276 Shares 1,613 Est. Cost $171.21 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $275 Shares 1,564 Est. Cost $120.44 Unrealized +52.2%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $263 Shares 5,807 Est. Cost $39.41 Unrealized +0.4%
CMI CUMMINS INC 0.0%
Value ($000) $260 Shares 831 Est. Cost $250.55 Unrealized +38.1%
AVLV AMERICAN CENTY ETF TR 0.0%
Value ($000) $260 Shares 3,988 Est. Cost $65.69 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $253 Shares 3,994 Est. Cost $44.52 Unrealized +47.8%
OGN ORGANON & CO 0.0%
Value ($000) $251 Shares 16,856 Est. Cost $27.80 Unrealized -45.6%
DFAR DIMENSIONAL ETF TRUST 0.0%
Value ($000) $248 Shares 10,439 Est. Cost $22.74 Unrealized
JPIB J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $234 Shares 4,879 Est. Cost $46.08 Unrealized
PEN PENUMBRA INC 0.0%
Value ($000) $228 Shares 853 Est. Cost $227.37 Unrealized +19.0%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $226 Shares 2,695 Est. Cost $75.52 Unrealized +9.3%
SDY SPDR SER TR 0.0%
Value ($000) $225 Shares 1,661 Est. Cost $127.86 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $224 Shares 884 Est. Cost $241.48 Unrealized +3.4%
AMGN AMGEN INC 0.0%
Value ($000) $224 Shares 719 Est. Cost $287.24 Unrealized 0.0%
AVGO BROADCOM INC 0.0%
Value ($000) $222 Shares 1,326 Est. Cost $183.85 Unrealized +14.1%
ORCL ORACLE CORP 0.0%
Value ($000) $218 Shares 1,562 Est. Cost $146.76 Unrealized +10.1%
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $214 Shares 2,617 Est. Cost $84.25 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $213 Shares 1,341 Est. Cost $136.99 Unrealized 0.0%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $203 Shares 1,963 Est. Cost $96.18 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $202 Shares 2,850 Est. Cost $68.66 Unrealized 0.0%
DFAX DIMENSIONAL ETF TRUST 0.0%
Value ($000) $201 Shares 7,668 Est. Cost $21.66 Unrealized
OGCP EMPIRE ST RLTY OP L P 0.0%
Value ($000) $139 Shares 16,474 Est. Cost $9.04 Unrealized
PAYO PAYONEER GLOBAL INC 0.0%
Value ($000) $128 Shares 17,477 Est. Cost $9.72 Unrealized -4.0%
ESBA EMPIRE ST RLTY OP L P 0.0%
Value ($000) $127 Shares 16,408 Est. Cost $9.14 Unrealized
ANVS ANNOVIS BIO INC 0.0%
Value ($000) $62 Shares 41,607 Est. Cost $57.50 Unrealized -94.7%
SFIX STITCH FIX INC 0.0%
Value ($000) $33 Shares 10,000 Est. Cost $4.56 Unrealized 0.0%