Filer Name: CAMPBELL WEALTH MANAGEMENT
CIK: 1736648
Period: 2024-12-31
Filed At: 2025-01-30
Number of Holdings: 97
Portfolio Value: $1.11B

Campbell Wealth Management Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
SCHX US SCHWAB US LARGE-CAP ETF 15,779,897 $366M 32.92% 208.8% -
AGG US ISHARES CORE U.S. AGGREGATE 1,371,949 $133M 11.96% 5.4% -
SCHI US SCHWAB 5-10 YEAR CORPORATE B 5,681,777 $125M 11.29% 156.7% -
VUG US VANGUARD GROWTH ETF 193,020 $79M 7.13% 1.5% -
DIA US SPDR DJIA TRUST 168,821 $72M 6.46% 3.6% -
BSV US VANGUARD SHORT-TERM BOND ETF 863,284 $67M 6.00% 76.6% -
XLI US INDUSTRIAL SELECT SECT SPDR 315,965 $42M 3.75% 2.0% -
XLF US FINANCIAL SELECT SECTOR SPDR 756,328 $37M 3.29% 1.1% -
IVV US ISHARES CORE S&P 500 ETF 51,463 $30M 2.73% 0.3% -
SCHM US SCHWAB US MID CAP ETF 922,911 $26M 2.30% 212.9% -
BSCP US INVESCO BULLETSHARES 2025 CB 1,226,816 $25M 2.28% 4.0% -
IWV US ISHARES RUSSELL 3000 ETF 62,225 $21M 1.87% 1.9% -
IWB US ISHARES RUSSELL 1000 ETF 51,848 $17M 1.50% 7.7% -
SGOV US ISHARES 0-3 MONTH TREASURY B 84,902 $9M 0.77% 57.4% -
AAPL US APPLE INC 22,810 $6M 0.51% 65.2% -
XOM US EXXON MOBIL CORP 44,587 $5M 0.43% 7.6% -
MSFT US MICROSOFT CORP 10,724 $5M 0.41% 39.2% -
SCHA US SCHWAB US SMALL-CAP ETF 153,540 $4M 0.36% 120.3% -
IWM US ISHARES RUSSELL 2000 ETF 17,250 $4M 0.34% 12.6% -
SPY US SPDR S&P 500 ETF TRUST 3,671 $2M 0.19% 9.9% -
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