Mattern Wealth Management LLC Diversified Active

CIK: 0001802376 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Jan 22, 2025

Total Value ($000): $453,364 (100.0% shares, 0.0% debt)

Holdings (169)

DFAC DIMENSIONAL ETF TRUST 12.4%
Value ($000) $56,328 Shares 1,628,444 Est. Cost $31.33 Unrealized
DFSD DIMENSIONAL ETF TRUST 5.8%
Value ($000) $26,092 Shares 556,565 Est. Cost $46.62 Unrealized
AAPL APPLE INC 5.7%
Value ($000) $25,745 Shares 102,808 Est. Cost $115.60 Unrealized +102.9%
MSFT MICROSOFT CORP 5.3%
Value ($000) $24,179 Shares 57,365 Est. Cost $171.32 Unrealized +146.5%
DFIC DIMENSIONAL ETF TRUST 4.1%
Value ($000) $18,416 Shares 712,568 Est. Cost $26.22 Unrealized
AVUS AMERICAN CENTY ETF TR 3.7%
Value ($000) $16,657 Shares 171,851 Est. Cost $79.99 Unrealized
QQQ INVESCO QQQ TR 3.4%
Value ($000) $15,282 Shares 29,892 Est. Cost $488.64 Unrealized
DFGX DIMENSIONAL ETF TRUST 3.2%
Value ($000) $14,714 Shares 281,234 Est. Cost $53.63 Unrealized
DFCF DIMENSIONAL ETF TRUST 3.1%
Value ($000) $14,245 Shares 345,173 Est. Cost $42.25 Unrealized
DFNM DIMENSIONAL ETF TRUST 3.1%
Value ($000) $14,001 Shares 293,088 Est. Cost $47.85 Unrealized
AVMU AMERICAN CENTY ETF TR 2.6%
Value ($000) $11,668 Shares 252,910 Est. Cost $46.17 Unrealized
DFEM DIMENSIONAL ETF TRUST 2.4%
Value ($000) $10,715 Shares 409,114 Est. Cost $26.79 Unrealized
DGCB DIMENSIONAL ETF TRUST 2.0%
Value ($000) $9,156 Shares 174,075 Est. Cost $53.99 Unrealized
AVSF AMERICAN CENTY ETF TR 1.9%
Value ($000) $8,439 Shares 182,898 Est. Cost $46.28 Unrealized
AVGO BROADCOM INC 1.5%
Value ($000) $6,858 Shares 29,579 Est. Cost $162.31 Unrealized +12.7%
JPM JPMORGAN CHASE & CO. 1.4%
Value ($000) $6,353 Shares 26,502 Est. Cost $123.77 Unrealized +84.2%
AMZN AMAZON COM INC 1.4%
Value ($000) $6,268 Shares 28,572 Est. Cost $125.64 Unrealized +62.8%
DFAU DIMENSIONAL ETF TRUST 1.3%
Value ($000) $5,991 Shares 147,952 Est. Cost $32.32 Unrealized
COST COSTCO WHSL CORP NEW 1.2%
Value ($000) $5,260 Shares 5,740 Est. Cost $357.57 Unrealized +158.0%
AVIG AMERICAN CENTY ETF TR 1.0%
Value ($000) $4,649 Shares 114,581 Est. Cost $41.97 Unrealized
GOOGL ALPHABET INC 1.0%
Value ($000) $4,558 Shares 24,078 Est. Cost $110.58 Unrealized +57.5%
NVDA NVIDIA CORPORATION 1.0%
Value ($000) $4,466 Shares 33,255 Est. Cost $94.66 Unrealized +45.6%
WMT WALMART INC 1.0%
Value ($000) $4,401 Shares 48,713 Est. Cost $50.60 Unrealized +69.6%
VTI VANGUARD INDEX FDS 0.8%
Value ($000) $3,740 Shares 12,905 Est. Cost $229.02 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD 0.8%
Value ($000) $3,631 Shares 61,401 Est. Cost $49.83 Unrealized
CAT CATERPILLAR INC 0.8%
Value ($000) $3,438 Shares 9,478 Est. Cost $224.69 Unrealized +69.9%
V VISA INC 0.7%
Value ($000) $3,318 Shares 10,497 Est. Cost $221.44 Unrealized +34.7%
IVV ISHARES TR 0.7%
Value ($000) $3,272 Shares 5,558 Est. Cost $307.72 Unrealized
CVX CHEVRON CORP NEW 0.7%
Value ($000) $3,104 Shares 21,432 Est. Cost $103.67 Unrealized +40.4%
CB CHUBB LIMITED 0.6%
Value ($000) $2,907 Shares 10,522 Est. Cost $156.10 Unrealized +80.2%
IVW ISHARES TR 0.6%
Value ($000) $2,867 Shares 28,241 Est. Cost $87.69 Unrealized
DFIV DIMENSIONAL ETF TRUST 0.6%
Value ($000) $2,824 Shares 79,581 Est. Cost $35.06 Unrealized
LOW LOWES COS INC 0.6%
Value ($000) $2,599 Shares 10,529 Est. Cost $151.89 Unrealized +72.2%
MCD MCDONALDS CORP 0.6%
Value ($000) $2,506 Shares 8,645 Est. Cost $185.98 Unrealized +56.0%
XOM EXXON MOBIL CORP 0.5%
Value ($000) $2,476 Shares 23,017 Est. Cost $66.92 Unrealized +67.9%
GD GENERAL DYNAMICS CORP 0.5%
Value ($000) $2,448 Shares 9,291 Est. Cost $173.75 Unrealized +62.3%
AMGN AMGEN INC 0.5%
Value ($000) $2,406 Shares 9,230 Est. Cost $221.07 Unrealized +29.4%
ADI ANALOG DEVICES INC 0.5%
Value ($000) $2,372 Shares 11,166 Est. Cost $123.05 Unrealized +76.2%
XLK SELECT SECTOR SPDR TR 0.5%
Value ($000) $2,321 Shares 9,982 Est. Cost $146.92 Unrealized
ABT ABBOTT LABS 0.5%
Value ($000) $2,312 Shares 20,443 Est. Cost $83.38 Unrealized +35.9%
ADP AUTOMATIC DATA PROCESSING IN 0.5%
Value ($000) $2,299 Shares 7,850 Est. Cost $161.91 Unrealized +77.8%
DFAT DIMENSIONAL ETF TRUST 0.5%
Value ($000) $2,282 Shares 41,005 Est. Cost $47.11 Unrealized
PSX PHILLIPS 66 0.5%
Value ($000) $2,277 Shares 19,988 Est. Cost $83.08 Unrealized +46.9%
LLY ELI LILLY & CO 0.5%
Value ($000) $2,206 Shares 2,857 Est. Cost $117.58 Unrealized +598.4%
DFSV DIMENSIONAL ETF TRUST 0.5%
Value ($000) $2,132 Shares 69,275 Est. Cost $28.52 Unrealized
IVE ISHARES TR 0.5%
Value ($000) $2,067 Shares 10,830 Est. Cost $131.23 Unrealized
BLK BLACKROCK INC 0.4%
Value ($000) $2,017 Shares 1,968 Est. Cost $991.05 Unrealized 0.0%
DUSB DIMENSIONAL ETF TRUST 0.4%
Value ($000) $2,004 Shares 39,621 Est. Cost $50.59 Unrealized
AVUV AMERICAN CENTY ETF TR 0.4%
Value ($000) $1,976 Shares 20,471 Est. Cost $86.75 Unrealized
AVLV AMERICAN CENTY ETF TR 0.4%
Value ($000) $1,935 Shares 28,973 Est. Cost $66.77 Unrealized
EMR EMERSON ELEC CO 0.4%
Value ($000) $1,922 Shares 15,506 Est. Cost $69.04 Unrealized +72.4%
HYMB SPDR SER TR 0.4%
Value ($000) $1,886 Shares 73,739 Est. Cost $25.80 Unrealized
SYK STRYKER CORPORATION 0.4%
Value ($000) $1,797 Shares 4,990 Est. Cost $194.07 Unrealized +88.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $1,790 Shares 3,950 Est. Cost $239.03 Unrealized +93.2%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $1,739 Shares 12,023 Est. Cost $121.88 Unrealized +22.7%
QUAL ISHARES TR 0.4%
Value ($000) $1,587 Shares 8,913 Est. Cost $85.52 Unrealized
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $1,372 Shares 8,185 Est. Cost $122.00 Unrealized +35.8%
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $1,348 Shares 14,832 Est. Cost $69.00 Unrealized +34.9%
LIN LINDE PLC 0.3%
Value ($000) $1,342 Shares 3,206 Est. Cost $335.48 Unrealized +33.7%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $1,329 Shares 18,534 Est. Cost $67.13 Unrealized +11.8%
LHX L3HARRIS TECHNOLOGIES INC 0.3%
Value ($000) $1,280 Shares 6,087 Est. Cost $182.63 Unrealized +28.4%
UNP UNION PAC CORP 0.3%
Value ($000) $1,216 Shares 5,334 Est. Cost $159.81 Unrealized +44.1%
DUHP DIMENSIONAL ETF TRUST 0.3%
Value ($000) $1,211 Shares 35,844 Est. Cost $32.23 Unrealized
USMV ISHARES TR 0.3%
Value ($000) $1,200 Shares 13,513 Est. Cost $56.92 Unrealized
ACN ACCENTURE PLC IRELAND 0.3%
Value ($000) $1,188 Shares 3,378 Est. Cost $215.37 Unrealized +64.7%
ABBV ABBVIE INC 0.3%
Value ($000) $1,151 Shares 6,479 Est. Cost $68.11 Unrealized +160.5%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $1,130 Shares 2,235 Est. Cost $348.82 Unrealized +58.5%
AFL AFLAC INC 0.2%
Value ($000) $1,026 Shares 9,923 Est. Cost $62.60 Unrealized +70.0%
IWM ISHARES TR 0.2%
Value ($000) $940 Shares 4,252 Est. Cost $215.52 Unrealized
FUMB FIRST TR EXCH TRADED FD III 0.2%
Value ($000) $924 Shares 45,971 Est. Cost $19.97 Unrealized
DFGR DIMENSIONAL ETF TRUST 0.2%
Value ($000) $917 Shares 35,908 Est. Cost $24.14 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $897 Shares 15,005 Est. Cost $59.38 Unrealized
APD AIR PRODS & CHEMS INC 0.2%
Value ($000) $893 Shares 3,079 Est. Cost $213.07 Unrealized +42.7%
ET ENERGY TRANSFER L P 0.2%
Value ($000) $844 Shares 43,088 Est. Cost $13.15 Unrealized
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $809 Shares 1,380 Est. Cost $383.88 Unrealized
DE DEERE & CO 0.2%
Value ($000) $798 Shares 1,884 Est. Cost $157.82 Unrealized +162.3%
VGT VANGUARD WORLD FD 0.2%
Value ($000) $781 Shares 1,256 Est. Cost $295.91 Unrealized
FCX FREEPORT-MCMORAN INC 0.2%
Value ($000) $779 Shares 20,445 Est. Cost $25.87 Unrealized +70.2%
GBCI GLACIER BANCORP INC NEW 0.2%
Value ($000) $742 Shares 14,766 Est. Cost $35.57 Unrealized +41.9%
MRK MERCK & CO INC 0.2%
Value ($000) $730 Shares 7,339 Est. Cost $67.99 Unrealized +45.2%
PEP PEPSICO INC 0.2%
Value ($000) $698 Shares 4,588 Est. Cost $143.10 Unrealized +9.4%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $689 Shares 5,709 Est. Cost $63.30 Unrealized +90.5%
SHY ISHARES TR 0.1%
Value ($000) $665 Shares 8,116 Est. Cost $86.20 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $657 Shares 1,637 Est. Cost $279.40 Unrealized
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $648 Shares 3,534 Est. Cost $198.35 Unrealized -0.0%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $634 Shares 1,274 Est. Cost $391.77 Unrealized +28.4%
T AT&T INC 0.1%
Value ($000) $595 Shares 26,121 Est. Cost $17.79 Unrealized +20.9%
BN BROOKFIELD CORP 0.1%
Value ($000) $593 Shares 10,314 Est. Cost $21.90 Unrealized +70.8%
LMBS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $584 Shares 12,000 Est. Cost $50.81 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $569 Shares 10,876 Est. Cost $29.28 Unrealized +66.7%
FDS FACTSET RESH SYS INC 0.1%
Value ($000) $565 Shares 1,177 Est. Cost $363.74 Unrealized +28.9%
JEPI J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $556 Shares 9,672 Est. Cost $57.63 Unrealized
META META PLATFORMS INC 0.1%
Value ($000) $551 Shares 941 Est. Cost $172.77 Unrealized +238.5%
KO COCA COLA CO 0.1%
Value ($000) $542 Shares 8,708 Est. Cost $46.87 Unrealized +34.6%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $542 Shares 1,006 Est. Cost $477.60 Unrealized
CRM SALESFORCE INC 0.1%
Value ($000) $540 Shares 1,614 Est. Cost $203.34 Unrealized +55.8%
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $518 Shares 2,310 Est. Cost $126.46 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $515 Shares 2,268 Est. Cost $238.08 Unrealized -5.4%
TTD THE TRADE DESK INC 0.1%
Value ($000) $508 Shares 4,320 Est. Cost $55.30 Unrealized +123.8%
IJK ISHARES TR 0.1%
Value ($000) $502 Shares 5,516 Est. Cost $97.94 Unrealized
AVSC AMERICAN CENTY ETF TR 0.1%
Value ($000) $493 Shares 9,074 Est. Cost $60.60 Unrealized
EVRG EVERGY INC 0.1%
Value ($000) $487 Shares 7,910 Est. Cost $50.52 Unrealized +17.0%
GSLC GOLDMAN SACHS ETF TR 0.1%
Value ($000) $483 Shares 4,193 Est. Cost $66.72 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 0.1%
Value ($000) $483 Shares 12,991 Est. Cost $33.13 Unrealized
FMHI FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $455 Shares 9,412 Est. Cost $49.40 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $453 Shares 9,805 Est. Cost $47.76 Unrealized
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $452 Shares 2,486 Est. Cost $173.32 Unrealized +9.0%
SCHP SCHWAB STRATEGIC TR 0.1%
Value ($000) $450 Shares 17,428 Est. Cost $44.30 Unrealized
AXON AXON ENTERPRISE INC 0.1%
Value ($000) $446 Shares 750 Est. Cost $277.92 Unrealized +95.7%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $445 Shares 1,754 Est. Cost $209.58 Unrealized +22.8%
HD HOME DEPOT INC 0.1%
Value ($000) $444 Shares 1,142 Est. Cost $202.03 Unrealized +96.6%
GOOG ALPHABET INC 0.1%
Value ($000) $438 Shares 2,300 Est. Cost $110.38 Unrealized +59.1%
AMLP ALPS ETF TR 0.1%
Value ($000) $433 Shares 9,000 Est. Cost $48.05 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $431 Shares 4,343 Est. Cost $54.77 Unrealized +86.8%
DIHP DIMENSIONAL ETF TRUST 0.1%
Value ($000) $427 Shares 16,938 Est. Cost $26.14 Unrealized
TIP ISHARES TR 0.1%
Value ($000) $426 Shares 4,000 Est. Cost $126.71 Unrealized
SNA SNAP ON INC 0.1%
Value ($000) $424 Shares 1,248 Est. Cost $146.41 Unrealized +123.7%
FDL FIRST TR MORNINGSTAR DIVID L 0.1%
Value ($000) $410 Shares 10,177 Est. Cost $35.33 Unrealized
PAYX PAYCHEX INC 0.1%
Value ($000) $405 Shares 2,888 Est. Cost $100.23 Unrealized +37.0%
CLX CLOROX CO DEL 0.1%
Value ($000) $390 Shares 2,400 Est. Cost $145.67 Unrealized +8.0%
BX BLACKSTONE INC 0.1%
Value ($000) $384 Shares 2,228 Est. Cost $84.41 Unrealized +99.9%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $382 Shares 9,562 Est. Cost $39.86 Unrealized -1.2%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $373 Shares 4,042 Est. Cost $74.53 Unrealized +24.9%
FBIZ FIRST BUSINESS FINL SVCS INC 0.1%
Value ($000) $370 Shares 8,000 Est. Cost $23.36 Unrealized +94.3%
SHEL SHELL PLC 0.1%
Value ($000) $362 Shares 5,775 Est. Cost $54.08 Unrealized
IYM ISHARES TR 0.1%
Value ($000) $352 Shares 2,706 Est. Cost $125.12 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $343 Shares 1,561 Est. Cost $95.13 Unrealized +127.4%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $338 Shares 2,580 Est. Cost $112.12 Unrealized +16.0%
CSCO CISCO SYS INC 0.1%
Value ($000) $336 Shares 5,683 Est. Cost $46.08 Unrealized +20.2%
TGT TARGET CORP 0.1%
Value ($000) $325 Shares 2,407 Est. Cost $141.02 Unrealized -3.1%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $325 Shares 6,726 Est. Cost $34.34 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $323 Shares 759 Est. Cost $300.79 Unrealized
VYMI VANGUARD WHITEHALL FDS 0.1%
Value ($000) $319 Shares 4,700 Est. Cost $68.53 Unrealized
ENB ENBRIDGE INC 0.1%
Value ($000) $319 Shares 7,513 Est. Cost $25.72 Unrealized +52.4%
TSLA TESLA INC 0.1%
Value ($000) $306 Shares 757 Est. Cost $321.74 Unrealized 0.0%
BRO BROWN & BROWN INC 0.1%
Value ($000) $294 Shares 2,878 Est. Cost $49.88 Unrealized +112.6%
CSX CSX CORP 0.1%
Value ($000) $283 Shares 8,784 Est. Cost $27.48 Unrealized +22.6%
USHY ISHARES TR 0.1%
Value ($000) $281 Shares 7,641 Est. Cost $36.83 Unrealized
CNI CANADIAN NATL RY CO 0.1%
Value ($000) $274 Shares 2,700 Est. Cost $79.23 Unrealized +34.9%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $272 Shares 4,800 Est. Cost $43.65 Unrealized +20.5%
SPMD SPDR SER TR 0.1%
Value ($000) $268 Shares 4,906 Est. Cost $42.50 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $265 Shares 2,196 Est. Cost $111.73 Unrealized +28.8%
ECL ECOLAB INC 0.1%
Value ($000) $260 Shares 1,110 Est. Cost $178.28 Unrealized +37.7%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $255 Shares 2,083 Est. Cost $77.38 Unrealized +66.9%
NFLX NETFLIX INC 0.1%
Value ($000) $254 Shares 285 Est. Cost $66.88 Unrealized +23.1%
CAG CONAGRA BRANDS INC 0.1%
Value ($000) $253 Shares 9,106 Est. Cost $22.57 Unrealized +17.2%
GWW GRAINGER W W INC 0.1%
Value ($000) $252 Shares 239 Est. Cost $663.46 Unrealized +68.2%
MINT PIMCO ETF TR 0.1%
Value ($000) $246 Shares 2,447 Est. Cost $100.66 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $245 Shares 465 Est. Cost $452.59 Unrealized +13.7%
IJJ ISHARES TR 0.1%
Value ($000) $244 Shares 1,953 Est. Cost $104.18 Unrealized
RTX RTX CORPORATION 0.1%
Value ($000) $229 Shares 1,979 Est. Cost $111.08 Unrealized +6.5%
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $229 Shares 6,992 Est. Cost $31.96 Unrealized +14.0%
PFE PFIZER INC 0.1%
Value ($000) $227 Shares 8,566 Est. Cost $26.90 Unrealized -6.6%
VTEB VANGUARD MUN BD FDS 0.0%
Value ($000) $225 Shares 4,482 Est. Cost $54.55 Unrealized
BA BOEING CO 0.0%
Value ($000) $221 Shares 1,250 Est. Cost $167.76 Unrealized -6.5%
CTAS CINTAS CORP 0.0%
Value ($000) $219 Shares 1,200 Est. Cost $181.08 Unrealized +15.1%
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $217 Shares 1,650 Est. Cost $125.96 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $217 Shares 3,627 Est. Cost $45.89 Unrealized +38.6%
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $217 Shares 1,236 Est. Cost $175.23 Unrealized
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $216 Shares 976 Est. Cost $227.93 Unrealized +1.5%
DFGP DIMENSIONAL ETF TRUST 0.0%
Value ($000) $214 Shares 4,060 Est. Cost $53.69 Unrealized
GBDC GOLUB CAP BDC INC 0.0%
Value ($000) $212 Shares 14,000 Est. Cost $11.83 Unrealized +13.4%
NOW SERVICENOW INC 0.0%
Value ($000) $212 Shares 200 Est. Cost $202.58 Unrealized 0.0%
FDX FEDEX CORP 0.0%
Value ($000) $211 Shares 750 Est. Cost $239.79 Unrealized +13.3%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $209 Shares 2,742 Est. Cost $25.35 Unrealized +33.5%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $209 Shares 6,659 Est. Cost $26.21 Unrealized
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $206 Shares 3,498 Est. Cost $60.30 Unrealized
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $201 Shares 1,000 Est. Cost $197.97 Unrealized +3.2%
HERITAGE DISTILLING HLDG CO 0.0%
Value ($000) $76 Shares 44,255 Est. Cost $1.72 Unrealized