Horst & Graben Wealth Management LLC Diversified Active

CIK: 0001818207 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 29, 2025

Total Value ($000): $604,049 (100.0% shares, 0.0% debt)

Holdings (173)

QUAL ISHARES TR 6.3%
Value ($000) $38,079 Shares 208,285 Est. Cost $134.33 Unrealized
DYNF BLACKROCK ETF TRUST 5.5%
Value ($000) $33,191 Shares 609,461 Est. Cost $44.79 Unrealized
SCHZ SCHWAB STRATEGIC TR 5.3%
Value ($000) $32,239 Shares 1,387,242 Est. Cost $34.86 Unrealized
IUSB ISHARES TR 5.2%
Value ($000) $31,173 Shares 674,297 Est. Cost $47.92 Unrealized
SPYM SPDR SERIES TRUST 5.0%
Value ($000) $30,119 Shares 414,348 Est. Cost $47.77 Unrealized
IVW ISHARES TR 4.7%
Value ($000) $28,123 Shares 255,430 Est. Cost $83.96 Unrealized
EFV ISHARES TR 4.6%
Value ($000) $27,618 Shares 435,067 Est. Cost $56.15 Unrealized
MBB ISHARES TR 3.4%
Value ($000) $20,255 Shares 215,728 Est. Cost $96.83 Unrealized
IVE ISHARES TR 3.3%
Value ($000) $19,860 Shares 101,626 Est. Cost $188.47 Unrealized
IEMG ISHARES INC 3.1%
Value ($000) $18,477 Shares 307,789 Est. Cost $56.26 Unrealized
XTEN BONDBLOXX ETF TRUST 2.9%
Value ($000) $17,773 Shares 385,027 Est. Cost $46.37 Unrealized
BINC BLACKROCK ETF TRUST II 2.8%
Value ($000) $16,949 Shares 320,763 Est. Cost $52.69 Unrealized
IWY ISHARES TR 2.4%
Value ($000) $14,763 Shares 59,889 Est. Cost $94.01 Unrealized
IYW ISHARES TR 2.3%
Value ($000) $13,989 Shares 80,737 Est. Cost $94.65 Unrealized
EFG ISHARES TR 2.2%
Value ($000) $13,051 Shares 116,529 Est. Cost $95.41 Unrealized
THRO BLACKROCK ETF TRUST 1.9%
Value ($000) $11,773 Shares 330,879 Est. Cost $34.77 Unrealized
IVV ISHARES TR 1.9%
Value ($000) $11,591 Shares 18,668 Est. Cost $506.02 Unrealized
TLT ISHARES TR 1.9%
Value ($000) $11,440 Shares 129,633 Est. Cost $95.15 Unrealized
IWX ISHARES TR 1.6%
Value ($000) $9,933 Shares 117,978 Est. Cost $46.73 Unrealized
XLG INVESCO EXCHANGE TRADED FD T 1.6%
Value ($000) $9,733 Shares 186,806 Est. Cost $48.32 Unrealized
AAPL APPLE INC 1.6%
Value ($000) $9,394 Shares 45,787 Est. Cost $125.16 Unrealized +60.9%
IAGG ISHARES TR 1.3%
Value ($000) $8,009 Shares 156,772 Est. Cost $51.09 Unrealized
SPMO INVESCO EXCH TRADED FD TR II 1.2%
Value ($000) $7,488 Shares 66,581 Est. Cost $95.70 Unrealized
OEF ISHARES TR 1.0%
Value ($000) $6,110 Shares 20,074 Est. Cost $272.45 Unrealized
NVDA NVIDIA CORPORATION 1.0%
Value ($000) $5,971 Shares 37,792 Est. Cost $99.30 Unrealized +26.7%
TSLA TESLA INC 0.9%
Value ($000) $5,521 Shares 17,381 Est. Cost $180.12 Unrealized +67.3%
EMB ISHARES TR 0.9%
Value ($000) $5,143 Shares 55,530 Est. Cost $88.29 Unrealized
GLDM WORLD GOLD TR 0.8%
Value ($000) $4,878 Shares 74,458 Est. Cost $56.67 Unrealized
LCTU BLACKROCK ETF TRUST 0.8%
Value ($000) $4,808 Shares 71,468 Est. Cost $47.09 Unrealized
BAI BLACKROCK ETF TRUST 0.8%
Value ($000) $4,679 Shares 162,181 Est. Cost $28.85 Unrealized
EAGG ISHARES TR 0.7%
Value ($000) $4,136 Shares 87,005 Est. Cost $47.49 Unrealized
SUSC ISHARES TR 0.7%
Value ($000) $3,998 Shares 172,120 Est. Cost $23.20 Unrealized
ESGU ISHARES TR 0.6%
Value ($000) $3,699 Shares 27,337 Est. Cost $89.29 Unrealized
NKE NIKE INC 0.6%
Value ($000) $3,535 Shares 49,763 Est. Cost $91.71 Unrealized -35.6%
IAU ISHARES GOLD TR 0.6%
Value ($000) $3,474 Shares 55,709 Est. Cost $53.72 Unrealized
DSI ISHARES TR 0.6%
Value ($000) $3,461 Shares 29,797 Est. Cost $77.98 Unrealized
MSFT MICROSOFT CORP 0.6%
Value ($000) $3,346 Shares 6,727 Est. Cost $274.51 Unrealized +57.5%
USXF ISHARES TR 0.5%
Value ($000) $3,041 Shares 56,386 Est. Cost $35.51 Unrealized
CVX CHEVRON CORP NEW 0.5%
Value ($000) $3,015 Shares 21,055 Est. Cost $79.19 Unrealized +73.0%
DLR DIGITAL RLTY TR INC 0.5%
Value ($000) $2,795 Shares 16,030 Est. Cost $129.23 Unrealized +24.0%
STIP ISHARES TR 0.4%
Value ($000) $2,634 Shares 25,592 Est. Cost $102.91 Unrealized
MTUM ISHARES TR 0.4%
Value ($000) $2,618 Shares 10,892 Est. Cost $212.80 Unrealized
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $2,526 Shares 15,853 Est. Cost $150.45 Unrealized +6.9%
TLH ISHARES TR 0.4%
Value ($000) $2,349 Shares 23,117 Est. Cost $108.94 Unrealized
EMXC ISHARES INC 0.4%
Value ($000) $2,279 Shares 36,087 Est. Cost $57.81 Unrealized
IWP ISHARES TR 0.4%
Value ($000) $2,263 Shares 16,319 Est. Cost $105.79 Unrealized
ORCL ORACLE CORP 0.3%
Value ($000) $2,019 Shares 9,234 Est. Cost $48.83 Unrealized +229.3%
IWB ISHARES TR 0.3%
Value ($000) $2,016 Shares 5,938 Est. Cost $249.74 Unrealized
EUSB ISHARES TR 0.3%
Value ($000) $1,990 Shares 45,690 Est. Cost $47.03 Unrealized
GOVT ISHARES TR 0.3%
Value ($000) $1,967 Shares 85,602 Est. Cost $24.78 Unrealized
ILCG ISHARES TR 0.3%
Value ($000) $1,849 Shares 19,083 Est. Cost $87.71 Unrealized
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $1,796 Shares 1,814 Est. Cost $300.24 Unrealized +230.0%
IWS ISHARES TR 0.3%
Value ($000) $1,762 Shares 13,332 Est. Cost $111.21 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $1,713 Shares 3,526 Est. Cost $262.18 Unrealized +93.7%
AMZN AMAZON COM INC 0.3%
Value ($000) $1,664 Shares 7,583 Est. Cost $152.65 Unrealized +29.6%
NOW SERVICENOW INC 0.3%
Value ($000) $1,625 Shares 1,581 Est. Cost $151.51 Unrealized +24.5%
AVGO BROADCOM INC 0.3%
Value ($000) $1,616 Shares 5,861 Est. Cost $195.48 Unrealized +10.5%
DMXF ISHARES TR 0.3%
Value ($000) $1,566 Shares 21,038 Est. Cost $63.88 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.3%
Value ($000) $1,547 Shares 7,559 Est. Cost $117.50 Unrealized
IVLU ISHARES TR 0.2%
Value ($000) $1,400 Shares 42,557 Est. Cost $28.19 Unrealized
ICVT ISHARES TR 0.2%
Value ($000) $1,367 Shares 15,174 Est. Cost $81.80 Unrealized
MKL MARKEL GROUP INC 0.2%
Value ($000) $1,352 Shares 677 Est. Cost $1143.50 Unrealized +64.0%
ESGE ISHARES INC 0.2%
Value ($000) $1,346 Shares 34,357 Est. Cost $34.72 Unrealized
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $1,336 Shares 13,236 Est. Cost $82.62 Unrealized +13.9%
EGP EASTGROUP PPTYS INC 0.2%
Value ($000) $1,254 Shares 7,503 Est. Cost $110.94 Unrealized
GNMA ISHARES TR 0.2%
Value ($000) $1,224 Shares 27,840 Est. Cost $43.66 Unrealized
EMGF ISHARES INC 0.2%
Value ($000) $1,188 Shares 22,822 Est. Cost $49.27 Unrealized
ITOT ISHARES TR 0.2%
Value ($000) $1,099 Shares 8,136 Est. Cost $128.48 Unrealized
QQQ INVESCO QQQ TR 0.2%
Value ($000) $1,065 Shares 1,930 Est. Cost $305.01 Unrealized
HASI HA SUSTAINABLE INFRA CAP INC 0.2%
Value ($000) $1,044 Shares 38,851 Est. Cost $23.68 Unrealized +4.9%
CCI CROWN CASTLE INC 0.2%
Value ($000) $1,028 Shares 10,010 Est. Cost $114.89 Unrealized -14.7%
CSCO CISCO SYS INC 0.2%
Value ($000) $1,014 Shares 14,613 Est. Cost $47.19 Unrealized +28.0%
MAA MID-AMER APT CMNTYS INC 0.2%
Value ($000) $1,008 Shares 6,811 Est. Cost $106.35 Unrealized +43.4%
LCTD BLACKROCK ETF TRUST 0.2%
Value ($000) $1,005 Shares 19,757 Est. Cost $42.31 Unrealized
ILCV ISHARES TR 0.2%
Value ($000) $998 Shares 11,964 Est. Cost $78.67 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.2%
Value ($000) $979 Shares 19,778 Est. Cost $49.51 Unrealized
META META PLATFORMS INC 0.2%
Value ($000) $965 Shares 1,307 Est. Cost $550.42 Unrealized +12.0%
ESS ESSEX PPTY TR INC 0.2%
Value ($000) $913 Shares 3,220 Est. Cost $232.26 Unrealized +17.5%
SHOP SHOPIFY INC 0.1%
Value ($000) $879 Shares 7,616 Est. Cost $81.15 Unrealized +23.3%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $850 Shares 1,201 Est. Cost $186.22 Unrealized +207.0%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $835 Shares 4,585 Est. Cost $64.89 Unrealized +157.9%
SCHX SCHWAB STRATEGIC TR 0.1%
Value ($000) $827 Shares 33,842 Est. Cost $35.76 Unrealized
JPM JPMORGAN CHASE & CO. 0.1%
Value ($000) $792 Shares 2,732 Est. Cost $109.15 Unrealized +131.5%
MO ALTRIA GROUP INC 0.1%
Value ($000) $791 Shares 13,493 Est. Cost $30.08 Unrealized +86.0%
CWB SPDR SERIES TRUST 0.1%
Value ($000) $782 Shares 9,456 Est. Cost $74.40 Unrealized
OKE ONEOK INC NEW 0.1%
Value ($000) $751 Shares 9,200 Est. Cost $96.84 Unrealized -16.7%
CAT CATERPILLAR INC 0.1%
Value ($000) $751 Shares 1,934 Est. Cost $133.43 Unrealized +147.9%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $741 Shares 3,353 Est. Cost $197.22 Unrealized +6.7%
TRNO TERRENO RLTY CORP 0.1%
Value ($000) $738 Shares 13,165 Est. Cost $51.76 Unrealized
VO VANGUARD INDEX FDS 0.1%
Value ($000) $728 Shares 2,601 Est. Cost $158.45 Unrealized
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $697 Shares 3,404 Est. Cost $185.36 Unrealized +0.2%
IEV ISHARES TR 0.1%
Value ($000) $696 Shares 11,006 Est. Cost $57.74 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $647 Shares 9,144 Est. Cost $46.59 Unrealized +49.8%
IGM ISHARES TR 0.1%
Value ($000) $638 Shares 5,679 Est. Cost $95.69 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $633 Shares 4,141 Est. Cost $129.83 Unrealized +16.2%
SDY SPDR SERIES TRUST 0.1%
Value ($000) $614 Shares 4,524 Est. Cost $87.58 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $594 Shares 6,485 Est. Cost $76.01 Unrealized +12.1%
PSA PUBLIC STORAGE OPER CO 0.1%
Value ($000) $592 Shares 2,018 Est. Cost $166.60 Unrealized +72.5%
AAAU GOLDMAN SACHS PHYSICAL GOLD 0.1%
Value ($000) $541 Shares 16,553 Est. Cost $32.68 Unrealized
ESGD ISHARES TR 0.1%
Value ($000) $541 Shares 6,061 Est. Cost $89.22 Unrealized
NXRT NEXPOINT RESIDENTIAL TR INC 0.1%
Value ($000) $539 Shares 16,187 Est. Cost $25.22 Unrealized
VWOB VANGUARD WHITEHALL FDS 0.1%
Value ($000) $534 Shares 8,174 Est. Cost $63.49 Unrealized
CMI CUMMINS INC 0.1%
Value ($000) $524 Shares 1,600 Est. Cost $134.72 Unrealized +126.9%
WMT WALMART INC 0.1%
Value ($000) $500 Shares 5,115 Est. Cost $53.97 Unrealized +75.6%
EEM ISHARES TR 0.1%
Value ($000) $482 Shares 9,990 Est. Cost $43.70 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $454 Shares 1,070 Est. Cost $257.27 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $449 Shares 2,529 Est. Cost $134.21 Unrealized +22.8%
SPYX SPDR SERIES TRUST 0.1%
Value ($000) $446 Shares 8,747 Est. Cost $44.10 Unrealized
T AT&T INC 0.1%
Value ($000) $445 Shares 15,383 Est. Cost $18.08 Unrealized +49.1%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $429 Shares 3,980 Est. Cost $71.90 Unrealized +45.4%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $427 Shares 1,803 Est. Cost $154.86 Unrealized
LQD ISHARES TR 0.1%
Value ($000) $427 Shares 3,895 Est. Cost $109.52 Unrealized
HEFA ISHARES TR 0.1%
Value ($000) $425 Shares 11,187 Est. Cost $36.29 Unrealized
LLY ELI LILLY & CO 0.1%
Value ($000) $404 Shares 518 Est. Cost $497.78 Unrealized +55.4%
EXR EXTRA SPACE STORAGE INC 0.1%
Value ($000) $395 Shares 2,681 Est. Cost $83.15 Unrealized +69.4%
SPTM SPDR SERIES TRUST 0.1%
Value ($000) $387 Shares 5,169 Est. Cost $45.99 Unrealized
V VISA INC 0.1%
Value ($000) $387 Shares 1,089 Est. Cost $217.30 Unrealized +59.7%
SBAC SBA COMMUNICATIONS CORP NEW 0.1%
Value ($000) $375 Shares 1,596 Est. Cost $244.52 Unrealized -7.6%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $354 Shares 7,652 Est. Cost $48.64 Unrealized -2.9%
REXR REXFORD INDL RLTY INC 0.1%
Value ($000) $354 Shares 9,939 Est. Cost $41.01 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $342 Shares 1,938 Est. Cost $167.29 Unrealized -2.4%
HYG ISHARES TR 0.1%
Value ($000) $339 Shares 4,203 Est. Cost $80.65 Unrealized
SUB ISHARES TR 0.1%
Value ($000) $336 Shares 3,159 Est. Cost $107.80 Unrealized
GE GE AEROSPACE 0.1%
Value ($000) $325 Shares 1,261 Est. Cost $195.73 Unrealized +11.7%
FCVT FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $321 Shares 8,274 Est. Cost $35.91 Unrealized
MUB ISHARES TR 0.1%
Value ($000) $319 Shares 3,052 Est. Cost $111.03 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.1%
Value ($000) $318 Shares 4,111 Est. Cost $96.69 Unrealized -35.6%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $318 Shares 784 Est. Cost $310.51 Unrealized +34.3%
PFE PFIZER INC 0.1%
Value ($000) $317 Shares 13,094 Est. Cost $33.52 Unrealized -33.3%
IFRA ISHARES TR 0.1%
Value ($000) $313 Shares 6,368 Est. Cost $35.35 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $301 Shares 3,002 Est. Cost $83.05 Unrealized +24.9%
GLD SPDR GOLD TR 0.0%
Value ($000) $298 Shares 979 Est. Cost $248.21 Unrealized
BWA BORGWARNER INC 0.0%
Value ($000) $297 Shares 8,882 Est. Cost $29.92 Unrealized +1.4%
NFLX NETFLIX INC 0.0%
Value ($000) $286 Shares 213 Est. Cost $113.07 Unrealized 0.0%
IEF ISHARES TR 0.0%
Value ($000) $281 Shares 2,937 Est. Cost $93.59 Unrealized
VV VANGUARD INDEX FDS 0.0%
Value ($000) $281 Shares 986 Est. Cost $285.20 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $277 Shares 6,404 Est. Cost $38.42 Unrealized +8.9%
PEP PEPSICO INC 0.0%
Value ($000) $275 Shares 2,079 Est. Cost $115.39 Unrealized +13.6%
URTH ISHARES INC 0.0%
Value ($000) $273 Shares 1,614 Est. Cost $133.03 Unrealized
IWD ISHARES TR 0.0%
Value ($000) $268 Shares 1,379 Est. Cost $168.63 Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $267 Shares 8,230 Est. Cost $45.78 Unrealized -35.2%
DFAC DIMENSIONAL ETF TRUST 0.0%
Value ($000) $262 Shares 7,310 Est. Cost $29.23 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $261 Shares 5,773 Est. Cost $33.41 Unrealized +22.0%
HD HOME DEPOT INC 0.0%
Value ($000) $257 Shares 701 Est. Cost $307.25 Unrealized +15.8%
MUST COLUMBIA ETF TR I 0.0%
Value ($000) $251 Shares 12,479 Est. Cost $21.06 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $250 Shares 3,119 Est. Cost $67.20 Unrealized +5.9%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $249 Shares 2,248 Est. Cost $100.53 Unrealized +3.8%
BIV VANGUARD BD INDEX FDS 0.0%
Value ($000) $248 Shares 3,203 Est. Cost $89.27 Unrealized
PCAR PACCAR INC 0.0%
Value ($000) $247 Shares 2,601 Est. Cost $67.06 Unrealized +34.9%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $246 Shares 770 Est. Cost $283.88 Unrealized -1.6%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $240 Shares 815 Est. Cost $253.82 Unrealized 0.0%
FCNCA FIRST CTZNS BANCSHARES INC N 0.0%
Value ($000) $239 Shares 122 Est. Cost $2029.02 Unrealized -10.8%
IUSG ISHARES TR 0.0%
Value ($000) $237 Shares 1,579 Est. Cost $150.40 Unrealized
IJR ISHARES TR 0.0%
Value ($000) $236 Shares 2,163 Est. Cost $87.99 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $236 Shares 1,273 Est. Cost $179.64 Unrealized +1.7%
USMV ISHARES TR 0.0%
Value ($000) $236 Shares 2,516 Est. Cost $74.18 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $235 Shares 1,283 Est. Cost $157.45 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $234 Shares 948 Est. Cost $197.50 Unrealized +20.1%
SUSL ISHARES TR 0.0%
Value ($000) $233 Shares 2,152 Est. Cost $108.35 Unrealized
FDL FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $233 Shares 5,554 Est. Cost $38.48 Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $231 Shares 2,590 Est. Cost $96.45 Unrealized
SCI SERVICE CORP INTL 0.0%
Value ($000) $230 Shares 2,828 Est. Cost $76.01 Unrealized +2.7%
VONG VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $229 Shares 2,101 Est. Cost $109.20 Unrealized
SCHM SCHWAB STRATEGIC TR 0.0%
Value ($000) $227 Shares 8,106 Est. Cost $44.43 Unrealized
FVD FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $225 Shares 5,040 Est. Cost $45.49 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $219 Shares 1,086 Est. Cost $173.19 Unrealized +13.7%
AXON AXON ENTERPRISE INC 0.0%
Value ($000) $218 Shares 263 Est. Cost $680.44 Unrealized 0.0%
EMR EMERSON ELEC CO 0.0%
Value ($000) $215 Shares 1,614 Est. Cost $113.54 Unrealized 0.0%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $208 Shares 1,767 Est. Cost $117.43 Unrealized -6.0%
FTEC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $207 Shares 1,049 Est. Cost $197.23 Unrealized
MP MP MATERIALS CORP 0.0%
Value ($000) $206 Shares 6,182 Est. Cost $25.52 Unrealized 0.0%
INTU INTUIT 0.0%
Value ($000) $204 Shares 260 Est. Cost $674.49 Unrealized 0.0%
WIDEOPENWEST INC 0.0%
Value ($000) $42 Shares 10,332 Est. Cost $4.95 Unrealized