Whelan Financial Long-Term Concentrated

CIK: 0001894921 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 29, 2025

Total Value ($000): $257,114 (100.0% shares, 0.0% debt)

Holdings (63)

SCHD SCHWAB STRATEGIC TR 18.3%
Value ($000) $47,178 Shares 1,687,353 Est. Cost $42.64 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 17.3%
Value ($000) $44,549 Shares 230,802 Est. Cost $150.44 Unrealized
VB VANGUARD INDEX FDS 11.3%
Value ($000) $28,998 Shares 130,771 Est. Cost $214.68 Unrealized
VNQ VANGUARD INDEX FDS 8.9%
Value ($000) $22,867 Shares 252,566 Est. Cost $101.21 Unrealized
VTIP VANGUARD MALVERN FDS 7.9%
Value ($000) $20,336 Shares 407,527 Est. Cost $49.90 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 6.4%
Value ($000) $16,395 Shares 207,690 Est. Cost $81.66 Unrealized
BND VANGUARD BD INDEX FDS 5.9%
Value ($000) $15,051 Shares 204,917 Est. Cost $83.26 Unrealized
VO VANGUARD INDEX FDS 4.8%
Value ($000) $12,269 Shares 47,439 Est. Cost $228.74 Unrealized
AAPL APPLE INC 2.7%
Value ($000) $6,851 Shares 30,844 Est. Cost $177.02 Unrealized +30.4%
IOO ISHARES TR 1.7%
Value ($000) $4,388 Shares 45,567 Est. Cost $73.34 Unrealized
MSFT MICROSOFT CORP 1.2%
Value ($000) $3,072 Shares 8,184 Est. Cost $373.33 Unrealized +8.5%
NVDA NVIDIA CORPORATION 1.1%
Value ($000) $2,860 Shares 26,384 Est. Cost $113.65 Unrealized +11.5%
META META PLATFORMS INC 0.7%
Value ($000) $1,913 Shares 3,319 Est. Cost $354.04 Unrealized +81.7%
VTI VANGUARD INDEX FDS 0.7%
Value ($000) $1,862 Shares 6,775 Est. Cost $219.45 Unrealized
AMZN AMAZON COM INC 0.7%
Value ($000) $1,821 Shares 9,569 Est. Cost $162.28 Unrealized +33.7%
LOW LOWES COS INC 0.7%
Value ($000) $1,789 Shares 7,672 Est. Cost $189.91 Unrealized +27.5%
SCHA SCHWAB STRATEGIC TR 0.7%
Value ($000) $1,707 Shares 72,844 Est. Cost $37.76 Unrealized
IWY ISHARES TR 0.6%
Value ($000) $1,542 Shares 7,312 Est. Cost $120.53 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.6%
Value ($000) $1,522 Shares 2,858 Est. Cost $442.63 Unrealized +9.8%
GOOG ALPHABET INC 0.5%
Value ($000) $1,218 Shares 7,794 Est. Cost $153.64 Unrealized +18.8%
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $1,144 Shares 1,209 Est. Cost $698.69 Unrealized +38.9%
KLAC KLA CORP 0.4%
Value ($000) $984 Shares 1,447 Est. Cost $694.18 Unrealized +3.0%
JPM JPMORGAN CHASE & CO. 0.3%
Value ($000) $851 Shares 3,468 Est. Cost $129.51 Unrealized +93.7%
AXP AMERICAN EXPRESS CO 0.3%
Value ($000) $757 Shares 2,815 Est. Cost $289.49 Unrealized +1.0%
AVGO BROADCOM INC 0.3%
Value ($000) $741 Shares 4,424 Est. Cost $162.96 Unrealized +28.8%
V VISA INC 0.3%
Value ($000) $718 Shares 2,047 Est. Cost $301.01 Unrealized +11.7%
GOOGL ALPHABET INC 0.3%
Value ($000) $684 Shares 4,426 Est. Cost $144.14 Unrealized +25.4%
TSLA TESLA INC 0.2%
Value ($000) $598 Shares 2,307 Est. Cost $263.85 Unrealized +26.3%
DIS DISNEY WALT CO 0.2%
Value ($000) $568 Shares 5,753 Est. Cost $105.23 Unrealized +1.0%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $557 Shares 1,016 Est. Cost $529.53 Unrealized +2.4%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $537 Shares 3,211 Est. Cost $140.94 Unrealized +6.8%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $528 Shares 3,096 Est. Cost $145.80 Unrealized +12.4%
DGRO ISHARES TR 0.2%
Value ($000) $505 Shares 8,181 Est. Cost $53.82 Unrealized
UMBF UMB FINL CORP 0.2%
Value ($000) $500 Shares 4,942 Est. Cost $110.25 Unrealized 0.0%
BAC BANK AMERICA CORP 0.2%
Value ($000) $475 Shares 11,387 Est. Cost $43.30 Unrealized +0.8%
STZ CONSTELLATION BRANDS INC 0.2%
Value ($000) $475 Shares 2,587 Est. Cost $177.78 Unrealized 0.0%
SCHW SCHWAB CHARLES CORP 0.2%
Value ($000) $462 Shares 5,906 Est. Cost $77.67 Unrealized 0.0%
COF CAPITAL ONE FINL CORP 0.2%
Value ($000) $459 Shares 2,560 Est. Cost $186.79 Unrealized 0.0%
WMT WALMART INC 0.2%
Value ($000) $448 Shares 5,107 Est. Cost $63.08 Unrealized +47.3%
SCHM SCHWAB STRATEGIC TR 0.2%
Value ($000) $447 Shares 17,079 Est. Cost $41.60 Unrealized
SCHH SCHWAB STRATEGIC TR 0.2%
Value ($000) $415 Shares 19,279 Est. Cost $23.02 Unrealized
UBER UBER TECHNOLOGIES INC 0.2%
Value ($000) $389 Shares 5,335 Est. Cost $72.04 Unrealized 0.0%
LLY ELI LILLY & CO 0.1%
Value ($000) $384 Shares 465 Est. Cost $734.35 Unrealized +12.6%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $380 Shares 810 Est. Cost $272.46 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $370 Shares 1,489 Est. Cost $179.88 Unrealized +33.1%
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $369 Shares 7,346 Est. Cost $54.38 Unrealized 0.0%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $360 Shares 700 Est. Cost $415.56 Unrealized
NKE NIKE INC 0.1%
Value ($000) $354 Shares 5,583 Est. Cost $72.05 Unrealized 0.0%
ORCL ORACLE CORP 0.1%
Value ($000) $316 Shares 2,258 Est. Cost $153.02 Unrealized +5.6%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $293 Shares 2,467 Est. Cost $101.73 Unrealized +5.4%
LRCX LAM RESEARCH CORP 0.1%
Value ($000) $287 Shares 3,944 Est. Cost $75.32 Unrealized +3.7%
NFLX NETFLIX INC 0.1%
Value ($000) $265 Shares 284 Est. Cost $83.12 Unrealized +14.4%
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $261 Shares 740 Est. Cost $332.51 Unrealized +14.6%
ABBV ABBVIE INC 0.1%
Value ($000) $252 Shares 1,204 Est. Cost $177.57 Unrealized +6.7%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $237 Shares 1,390 Est. Cost $188.26 Unrealized -1.8%
SCHZ SCHWAB STRATEGIC TR 0.1%
Value ($000) $236 Shares 10,200 Est. Cost $39.57 Unrealized
SOUN SOUNDHOUND AI INC 0.1%
Value ($000) $233 Shares 28,700 Est. Cost $9.63 Unrealized +29.4%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $227 Shares 1,565 Est. Cost $179.18 Unrealized -7.0%
SNPS SYNOPSYS INC 0.1%
Value ($000) $220 Shares 513 Est. Cost $522.72 Unrealized -7.1%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $211 Shares 403 Est. Cost $552.89 Unrealized -9.7%
CSCO CISCO SYS INC 0.1%
Value ($000) $200 Shares 3,243 Est. Cost $60.10 Unrealized 0.0%
CVBF CVB FINL CORP 0.1%
Value ($000) $196 Shares 10,619 Est. Cost $20.11 Unrealized -4.9%
SENSEONICS HLDGS INC 0.0%
Value ($000) $32 Shares 48,156 Est. Cost $1.04 Unrealized