Filling information for McBroom & Associates, LLC as Treemap, investor disclosed 36 total holdings based on 2023-09-30 SEC fillings. A list of the exposed holdings
Product description
CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
---|---|---|---|---|---|---|
25434V708 | 25434V708 | DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 246359 | 9403 | |
G1151C101 | G1151C101 | ACCENTURE PLC IRELAND | SHS CLASS A | 5426941 | 17671 | |
46120E602 | 46120E602 | INTUITIVE SURGICAL INC | COM NEW | 5417011 | 18533 | |
892356106 | 892356106 | TRACTOR SUPPLY CO | COM | 5333717 | 26268 | |
191216100 | 191216100 | COCA COLA CO | COM | 223920 | 4000 | |
58155Q103 | 58155Q103 | MCKESSON CORP | COM | 575741 | 1324 | |
88160R101 | 88160R101 | TESLA INC | COM | 5552132 | 22189 | |
78463V107 | 78463V107 | SPDR GOLD TR | GOLD SHS | 3219660 | 18779 | |
670346105 | 670346105 | NUCOR CORP | COM | 4450972 | 28468 | |
61945C103 | 61945C103 | MOSAIC CO NEW | COM | 2702681 | 75918 | |
67103H107 | 67103H107 | OREILLY AUTOMOTIVE INC | COM | 7114556 | 7828 | |
98978V103 | 98978V103 | ZOETIS INC | CL A | 5455037 | 31354 | |
969904101 | 969904101 | WILLIAMS SONOMA INC | COM | 324941 | 2091 | |
217204106 | 217204106 | COPART INC | COM | 6771507 | 157148 | |
166764100 | 166764100 | CHEVRON CORP NEW | COM | 607538 | 3603 | |
46141D203 | 46141D203 | INVESCO DB US DLR INDEX TR | BULLISH FD | 1190419 | 40041 | |
037833100 | 037833100 | APPLE INC | COM | 6226660 | 36369 | |
097023105 | 097023105 | BOEING CO | COM | 5110189 | 26660 | |
808524862 | 808524862 | SCHWAB STRATEGIC TR | SHT TM US TRES | 1194021 | 24933 | |
46625H100 | 46625H100 | JPMORGAN CHASE & CO | COM | 5142409 | 35460 | |
22160K105 | 22160K105 | COSTCO WHSL CORP NEW | COM | 6936579 | 12278 | |
58933Y105 | 58933Y105 | MERCK & CO INC | COM | 244197 | 2372 | |
149123101 | 149123101 | CATERPILLAR INC | COM | 574392 | 2104 | |
594918104 | 594918104 | MICROSOFT CORP | COM | 6242181 | 19769 | |
464288414 | 464288414 | ISHARES TR | NATIONAL MUN ETF | 651103 | 6350 | |
253393102 | 253393102 | DICKS SPORTING GOODS INC | COM | 3700841 | 34084 | |
478160104 | 478160104 | JOHNSON & JOHNSON | COM | 4518436 | 29011 | |
67066G104 | 67066G104 | NVIDIA CORPORATION | COM | 8376167 | 19256 | |
084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 1642557 | 4689 | |
464288158 | 464288158 | ISHARES TR | SHRT NAT MUN ETF | 1213028 | 11793 | |
872540109 | 872540109 | TJX COS INC NEW | COM | 4672955 | 52576 | |
437076102 | 437076102 | HOME DEPOT INC | COM | 4724410 | 15635 | |
512807108 | 512807108 | LAM RESEARCH CORP | COM | 5805962 | 9263 | |
78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 1586806 | 3712 | |
46138B103 | 46138B103 | INVESCO DB COMMDY INDX TRCK | UNIT | 1183803 | 47428 | |
78468R200 | 78468R200 | SPDR SER TR | BLOOMBERG INVT | 1216635 | 39604 |