McBroom & Associates, LLC at 2023-09-30

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 name

Product description

Changed holding value / amount

Details
Total Holding Value, based on SEC fillings over time
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

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