Clayton Financial Group LLC Quant / Systematic

CIK: 0002011212 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Jan 27, 2025

Total Value ($000): $277,560 (100.0% shares, 0.0% debt)

Holdings (121)

VUG VANGUARD INDEX FDS 9.5%
Value ($000) $26,241 Shares 63,935 Est. Cost $320.22 Unrealized
VTV VANGUARD INDEX FDS 9.1%
Value ($000) $25,200 Shares 148,848 Est. Cost $153.14 Unrealized
VOT VANGUARD INDEX FDS 7.1%
Value ($000) $19,751 Shares 77,838 Est. Cost $221.72 Unrealized
VOE VANGUARD INDEX FDS 6.3%
Value ($000) $17,536 Shares 108,399 Est. Cost $146.69 Unrealized
IWF ISHARES TR 5.0%
Value ($000) $13,828 Shares 34,433 Est. Cost $304.64 Unrealized
VBR VANGUARD INDEX FDS 4.1%
Value ($000) $11,278 Shares 56,907 Est. Cost $183.25 Unrealized
AAPL APPLE INC 3.3%
Value ($000) $9,072 Shares 36,226 Est. Cost $187.22 Unrealized +25.3%
VBK VANGUARD INDEX FDS 3.2%
Value ($000) $8,878 Shares 31,701 Est. Cost $243.65 Unrealized
IWD ISHARES TR 3.0%
Value ($000) $8,266 Shares 44,648 Est. Cost $166.12 Unrealized
SCHX SCHWAB STRATEGIC TR 2.8%
Value ($000) $7,806 Shares 336,760 Est. Cost $35.07 Unrealized
IJT ISHARES TR 2.3%
Value ($000) $6,301 Shares 46,545 Est. Cost $126.58 Unrealized
IEFA ISHARES TR 2.1%
Value ($000) $5,852 Shares 83,266 Est. Cost $71.62 Unrealized
VO VANGUARD INDEX FDS 2.0%
Value ($000) $5,445 Shares 20,616 Est. Cost $240.09 Unrealized
DEM WISDOMTREE TR 1.9%
Value ($000) $5,382 Shares 132,922 Est. Cost $41.46 Unrealized
IVV ISHARES TR 1.9%
Value ($000) $5,256 Shares 8,928 Est. Cost $530.80 Unrealized
VB VANGUARD INDEX FDS 1.7%
Value ($000) $4,595 Shares 19,124 Est. Cost $217.12 Unrealized
IJS ISHARES TR 1.7%
Value ($000) $4,586 Shares 42,229 Est. Cost $103.45 Unrealized
DSTL ETF SER SOLUTIONS 1.6%
Value ($000) $4,376 Shares 79,681 Est. Cost $51.92 Unrealized
EFG ISHARES TR 1.4%
Value ($000) $3,892 Shares 40,195 Est. Cost $101.37 Unrealized
NEAR ISHARES U S ETF TR 1.4%
Value ($000) $3,830 Shares 75,841 Est. Cost $50.60 Unrealized
QQQ INVESCO QQQ TR 1.4%
Value ($000) $3,806 Shares 7,445 Est. Cost $444.62 Unrealized
IEMG ISHARES INC 1.3%
Value ($000) $3,669 Shares 70,253 Est. Cost $51.11 Unrealized
SCHG SCHWAB STRATEGIC TR 1.2%
Value ($000) $3,230 Shares 115,879 Est. Cost $42.50 Unrealized
EFV ISHARES TR 1.0%
Value ($000) $2,745 Shares 52,317 Est. Cost $53.98 Unrealized
SCHA SCHWAB STRATEGIC TR 1.0%
Value ($000) $2,743 Shares 106,052 Est. Cost $36.82 Unrealized
SF STIFEL FINL CORP 1.0%
Value ($000) $2,653 Shares 25,012 Est. Cost $59.27 Unrealized +77.2%
SPY SPDR S&P 500 ETF TR 0.9%
Value ($000) $2,567 Shares 4,379 Est. Cost $523.95 Unrealized
SCHM SCHWAB STRATEGIC TR 0.9%
Value ($000) $2,422 Shares 87,415 Est. Cost $43.66 Unrealized
VV VANGUARD INDEX FDS 0.8%
Value ($000) $2,097 Shares 7,775 Est. Cost $250.56 Unrealized
IWN ISHARES TR 0.7%
Value ($000) $2,071 Shares 12,615 Est. Cost $157.10 Unrealized
UNH UNITEDHEALTH GROUP INC 0.7%
Value ($000) $2,009 Shares 3,970 Est. Cost $550.34 Unrealized +0.5%
IWB ISHARES TR 0.7%
Value ($000) $1,978 Shares 6,139 Est. Cost $291.30 Unrealized
MSFT MICROSOFT CORP 0.7%
Value ($000) $1,807 Shares 4,288 Est. Cost $402.50 Unrealized +4.9%
IWO ISHARES TR 0.6%
Value ($000) $1,709 Shares 5,938 Est. Cost $271.82 Unrealized
VNQ VANGUARD INDEX FDS 0.5%
Value ($000) $1,429 Shares 16,044 Est. Cost $88.22 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $1,362 Shares 2 Est. Cost $593888.44 Unrealized +16.6%
SCHF SCHWAB STRATEGIC TR 0.5%
Value ($000) $1,309 Shares 70,761 Est. Cost $27.44 Unrealized
SCHE SCHWAB STRATEGIC TR 0.5%
Value ($000) $1,273 Shares 47,789 Est. Cost $25.51 Unrealized
IVW ISHARES TR 0.5%
Value ($000) $1,269 Shares 12,495 Est. Cost $75.72 Unrealized
TJX TJX COS INC NEW 0.4%
Value ($000) $1,196 Shares 9,896 Est. Cost $94.62 Unrealized +24.4%
BA BOEING CO 0.4%
Value ($000) $1,104 Shares 6,235 Est. Cost $156.93 Unrealized 0.0%
VTI VANGUARD INDEX FDS 0.4%
Value ($000) $1,003 Shares 3,462 Est. Cost $270.39 Unrealized
XOM EXXON MOBIL CORP 0.4%
Value ($000) $994 Shares 9,236 Est. Cost $99.23 Unrealized +13.2%
SCHV SCHWAB STRATEGIC TR 0.4%
Value ($000) $987 Shares 37,875 Est. Cost $42.49 Unrealized
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $973 Shares 5,804 Est. Cost $150.97 Unrealized +9.8%
MANAGED PORTFOLIO SERIES 0.3%
Value ($000) $961 Shares 20,489 Est. Cost $44.66 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $896 Shares 6,197 Est. Cost $150.57 Unrealized -0.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $869 Shares 1,918 Est. Cost $396.52 Unrealized +16.4%
ICSH ISHARES TR 0.3%
Value ($000) $840 Shares 16,662 Est. Cost $50.41 Unrealized
ICF ISHARES TR 0.3%
Value ($000) $818 Shares 13,571 Est. Cost $58.61 Unrealized
SCZ ISHARES TR 0.3%
Value ($000) $776 Shares 12,767 Est. Cost $62.94 Unrealized
EFA ISHARES TR 0.3%
Value ($000) $771 Shares 10,193 Est. Cost $80.30 Unrealized
XLE SELECT SECTOR SPDR TR 0.3%
Value ($000) $763 Shares 8,913 Est. Cost $94.31 Unrealized
JPM JPMORGAN CHASE & CO. 0.3%
Value ($000) $745 Shares 3,109 Est. Cost $182.37 Unrealized +25.0%
VEA VANGUARD TAX-MANAGED FDS 0.3%
Value ($000) $745 Shares 15,585 Est. Cost $49.36 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.2%
Value ($000) $685 Shares 21,847 Est. Cost $26.98 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $671 Shares 4,027 Est. Cost $112.35 Unrealized +56.5%
WMT WALMART INC 0.2%
Value ($000) $657 Shares 7,277 Est. Cost $62.10 Unrealized +38.2%
IWM ISHARES TR 0.2%
Value ($000) $651 Shares 2,947 Est. Cost $210.32 Unrealized
DFIV DIMENSIONAL ETF TRUST 0.2%
Value ($000) $650 Shares 18,319 Est. Cost $36.75 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $645 Shares 3,628 Est. Cost $169.92 Unrealized +4.4%
PEP PEPSICO INC 0.2%
Value ($000) $632 Shares 4,155 Est. Cost $158.35 Unrealized -1.1%
BND VANGUARD BD INDEX FDS 0.2%
Value ($000) $593 Shares 8,246 Est. Cost $73.64 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $576 Shares 5,794 Est. Cost $115.54 Unrealized -14.6%
DFAT DIMENSIONAL ETF TRUST 0.2%
Value ($000) $572 Shares 10,274 Est. Cost $54.43 Unrealized
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $558 Shares 4,153 Est. Cost $118.73 Unrealized +16.1%
HD HOME DEPOT INC 0.2%
Value ($000) $546 Shares 1,405 Est. Cost $350.04 Unrealized +13.5%
CI THE CIGNA GROUP 0.2%
Value ($000) $504 Shares 1,824 Est. Cost $335.01 Unrealized -7.0%
AMZN AMAZON COM INC 0.2%
Value ($000) $477 Shares 2,176 Est. Cost $182.75 Unrealized +11.9%
OKE ONEOK INC NEW 0.2%
Value ($000) $465 Shares 4,627 Est. Cost $71.88 Unrealized +34.7%
META META PLATFORMS INC 0.2%
Value ($000) $452 Shares 773 Est. Cost $470.17 Unrealized +24.4%
IJK ISHARES TR 0.2%
Value ($000) $432 Shares 4,746 Est. Cost $91.29 Unrealized
IVE ISHARES TR 0.2%
Value ($000) $424 Shares 2,220 Est. Cost $186.79 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $405 Shares 3,367 Est. Cost $91.02 Unrealized +32.5%
IWS ISHARES TR 0.1%
Value ($000) $401 Shares 3,099 Est. Cost $125.55 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $401 Shares 3,543 Est. Cost $110.15 Unrealized +2.9%
UNP UNION PAC CORP 0.1%
Value ($000) $392 Shares 1,720 Est. Cost $235.59 Unrealized -2.3%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $389 Shares 782 Est. Cost $427.27 Unrealized +17.8%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $388 Shares 1,669 Est. Cost $209.39 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $381 Shares 3,534 Est. Cost $94.07 Unrealized +15.7%
GE GE AEROSPACE 0.1%
Value ($000) $378 Shares 2,265 Est. Cost $116.41 Unrealized +52.2%
KO COCA COLA CO 0.1%
Value ($000) $364 Shares 5,852 Est. Cost $58.79 Unrealized +7.3%
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $363 Shares 2,846 Est. Cost $120.99 Unrealized
IWR ISHARES TR 0.1%
Value ($000) $357 Shares 4,036 Est. Cost $84.39 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $350 Shares 2,821 Est. Cost $100.83 Unrealized +18.0%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $343 Shares 1,751 Est. Cost $182.64 Unrealized
RTX RTX CORPORATION 0.1%
Value ($000) $329 Shares 2,845 Est. Cost $88.77 Unrealized +33.2%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $321 Shares 7,289 Est. Cost $42.34 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $292 Shares 2,533 Est. Cost $116.94 Unrealized
SDY SPDR SER TR 0.1%
Value ($000) $286 Shares 2,167 Est. Cost $142.03 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $286 Shares 3,986 Est. Cost $74.86 Unrealized +0.2%
CSCO CISCO SYS INC 0.1%
Value ($000) $278 Shares 4,693 Est. Cost $47.21 Unrealized +17.3%
AEE AMEREN CORP 0.1%
Value ($000) $276 Shares 3,093 Est. Cost $76.79 Unrealized +12.7%
MESO MESOBLAST LTD 0.1%
Value ($000) $275 Shares 13,893 Est. Cost $19.80 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $265 Shares 1,373 Est. Cost $151.93 Unrealized +24.9%
IJJ ISHARES TR 0.1%
Value ($000) $261 Shares 2,085 Est. Cost $118.30 Unrealized
DFAX DIMENSIONAL ETF TRUST 0.1%
Value ($000) $259 Shares 10,420 Est. Cost $24.42 Unrealized
BAC BANK AMERICA CORP 0.1%
Value ($000) $259 Shares 5,894 Est. Cost $33.45 Unrealized +28.0%
T AT&T INC 0.1%
Value ($000) $255 Shares 11,195 Est. Cost $15.74 Unrealized +36.7%
MLPX GLOBAL X FDS 0.1%
Value ($000) $247 Shares 4,081 Est. Cost $54.49 Unrealized
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $246 Shares 2,616 Est. Cost $85.20 Unrealized +9.6%
HON HONEYWELL INTL INC 0.1%
Value ($000) $245 Shares 1,084 Est. Cost $180.75 Unrealized +12.6%
JCI JOHNSON CTLS INTL PLC 0.1%
Value ($000) $244 Shares 3,097 Est. Cost $56.62 Unrealized +40.0%
MS MORGAN STANLEY 0.1%
Value ($000) $244 Shares 1,937 Est. Cost $96.90 Unrealized +23.3%
AVGO BROADCOM INC 0.1%
Value ($000) $243 Shares 1,047 Est. Cost $158.01 Unrealized +15.7%
IWP ISHARES TR 0.1%
Value ($000) $240 Shares 1,892 Est. Cost $114.12 Unrealized
UPRO PROSHARES TR 0.1%
Value ($000) $239 Shares 2,700 Est. Cost $86.19 Unrealized
CGW INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $238 Shares 4,398 Est. Cost $55.45 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $238 Shares 814 Est. Cost $234.26 Unrealized +22.9%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $236 Shares 1,627 Est. Cost $139.96 Unrealized +4.0%
GOOG ALPHABET INC 0.1%
Value ($000) $233 Shares 1,225 Est. Cost $168.24 Unrealized +4.4%
CB CHUBB LIMITED 0.1%
Value ($000) $228 Shares 826 Est. Cost $241.21 Unrealized +16.6%
IRM IRON MTN INC DEL 0.1%
Value ($000) $221 Shares 2,102 Est. Cost $102.07 Unrealized +10.5%
XLB SELECT SECTOR SPDR TR 0.1%
Value ($000) $220 Shares 2,613 Est. Cost $92.91 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $219 Shares 4,196 Est. Cost $45.65 Unrealized +6.9%
TGT TARGET CORP 0.1%
Value ($000) $213 Shares 1,579 Est. Cost $142.02 Unrealized -3.8%
VMC VULCAN MATLS CO 0.1%
Value ($000) $213 Shares 9,463 Est. Cost $246.28 Unrealized +8.3%
V VISA INC 0.1%
Value ($000) $211 Shares 667 Est. Cost $298.33 Unrealized 0.0%
NVS NOVARTIS AG 0.1%
Value ($000) $211 Shares 2,166 Est. Cost $115.02 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $211 Shares 1,372 Est. Cost $171.16 Unrealized -6.8%
AFMDQ AFFIMED N V 0.0%
Value ($000) $18 Shares 15,000 Est. Cost $5.69 Unrealized -50.9%