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Size ($ in 1000's)
At 03/31/2024: $148,179 At 12/31/2023: $135,397
Sebold Capital Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Sebold Capital Management Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Sebold Capital Management Inc. top holdings by largest position size, as per the latest 13f filing made by Sebold Capital Management Inc..
In the Sebold Capital Management Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Sebold Capital Management Inc. in that top holding, then the share count change between reporting periods, and finally the Sebold Capital Management Inc. top holding position size
for that row.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
INVESCO EXCHANGE TRADED FD T (RSP) |
165,926 |
+1,489 |
$28,103 | RSP | 165,926 | +1,489 | $28,103 | VANGUARD INDEX FDS (VO) |
41,785 |
+1,905 |
$10,440 | VO | 41,785 | +1,905 | $10,440 | VANGUARD SPECIALIZED FUNDS (VIG) |
55,133 |
+1,617 |
$10,068 | VIG | 55,133 | +1,617 | $10,068 | SCHWAB STRATEGIC TR |
251,903 |
+12,990 |
$6,993 | FNDE | 251,903 | +12,990 | $6,993 | VANGUARD TAX MANAGED FDS (VEA) |
123,953 |
+4,528 |
$6,219 | VEA | 123,953 | +4,528 | $6,219 | VANGUARD ADMIRAL FDS INC (VIOO) |
61,228 |
+889 |
$6,215 | VIOO | 61,228 | +889 | $6,215 | VANGUARD WORLD FD (VGT) |
11,635 |
+260 |
$6,101 | VGT | 11,635 | +260 | $6,101 | FIRST TR EXCHANGE TRADED FD (FTSM) |
83,371 |
+8,295 |
$4,971 | FTSM | 83,371 | +8,295 | $4,971 | ISHARES TR (IJH) |
78,694 |
+61,588 |
$4,780 | IJH | 78,694 | +61,588 | $4,780 | SCHWAB STRATEGIC TR |
71,397 |
+5,559 |
$4,072 | FNDA | 71,397 | +5,559 | $4,072 | DAVIS FUNDAMENTAL ETF TR (DUSA) |
100,113 |
-3,441 |
$4,042 | DUSA | 100,113 | -3,441 | $4,042 | SCHWAB STRATEGIC TR |
59,348 |
-1,500 |
$3,999 | FNDX | 59,348 | -1,500 | $3,999 | ISHARES TR (IJR) |
35,850 |
-1,962 |
$3,962 | IJR | 35,850 | -1,962 | $3,962 | VANGUARD BD INDEX FDS (BND) |
47,940 |
+4,868 |
$3,482 | BND | 47,940 | +4,868 | $3,482 | COLUMBIA ETF TR II (XCEM) |
93,380 |
-212 |
$2,904 | XCEM | 93,380 | -212 | $2,904 | VANECK ETF TRUST (ANGL) |
82,592 |
+20,533 |
$2,397 | ANGL | 82,592 | +20,533 | $2,397 | SCHWAB STRATEGIC TR |
38,328 |
-454 |
$2,379 | SCHX | 38,328 | -454 | $2,379 | VANGUARD CHARLOTTE FDS (BNDX) |
45,361 |
+2,212 |
$2,231 | BNDX | 45,361 | +2,212 | $2,231 | DAVIS FUNDAMENTAL ETF TR (DINT) |
115,316 |
+1,572 |
$2,224 | DINT | 115,316 | +1,572 | $2,224 | SCHWAB STRATEGIC TR |
59,573 |
+6,930 |
$2,121 | FNDF | 59,573 | +6,930 | $2,121 | SPDR SER TR (SHM) |
39,429 |
-321 |
$1,871 | SHM | 39,429 | -321 | $1,871 | FIRST TR EXCH TRADED FD III (FMB) |
34,556 |
+806 |
$1,775 | FMB | 34,556 | +806 | $1,775 | ISHARES TR (IVV) |
3,009 |
-30 |
$1,582 | IVV | 3,009 | -30 | $1,582 | FIRST TR EXCHANGE TRADED FD (FPXI) |
27,654 |
-3,052 |
$1,277 | FPXI | 27,654 | -3,052 | $1,277 | SPDR SER TR (HYMB) |
48,926 |
+20,969 |
$1,257 | HYMB | 48,926 | +20,969 | $1,257 | SPDR S&P 500 ETF TR (SPY) |
2,217 |
-25 |
$1,160 | SPY | 2,217 | -25 | $1,160 | SPDR S&P MIDCAP 400 ETF TR (MDY) |
1,948 |
-28 |
$1,084 | MDY | 1,948 | -28 | $1,084 | FIRST TR EXCH TRD ALPHDX FD (FEM) |
46,991 |
-144 |
$1,075 | FEM | 46,991 | -144 | $1,075 | SCHWAB STRATEGIC TR |
42,079 |
-131 |
$1,062 | SCHE | 42,079 | -131 | $1,062 | SPDR SER TR (SPLG) |
16,440 |
+1,560 |
$1,012 | SPLG | 16,440 | +1,560 | $1,012 | META PLATFORMS INC |
2,054 |
+711 |
$997 | META | 2,054 | +711 | $997 | CAPITAL ONE FINL CORP |
6,428 |
-570 |
$957 | COF | 6,428 | -570 | $957 | VANECK ETF TRUST (HYD) |
17,850 |
-46 |
$933 | HYD | 17,850 | -46 | $933 | SHOE CARNIVAL INC |
22,573 |
+3,653 |
$827 | SCVL | 22,573 | +3,653 | $827 | AMAZON COM INC |
4,532 |
+487 |
$817 | AMZN | 4,532 | +487 | $817 | WELLS FARGO CO NEW |
10,658 |
-866 |
$618 | WFC | 10,658 | -866 | $618 | ALPHABET INC |
4,017 |
-899 |
$612 | GOOG | 4,017 | -899 | $612 | FIRST TR LRGE CP CORE ALPHA (FEX) |
6,097 |
-52 |
$605 | FEX | 6,097 | -52 | $605 | ISHARES TR (IEFA) |
8,047 |
-16 |
$597 | IEFA | 8,047 | -16 | $597 | VANGUARD WHITEHALL FDS (VYM) |
4,249 |
UNCH |
$514 | VYM | 4,249 | UNCH | $514 | SELECT SECTOR SPDR TR (XLF) |
10,176 |
-175 |
$429 | XLF | 10,176 | -175 | $429 | US BANCORP DEL |
9,219 |
+300 |
$412 | USB | 9,219 | +300 | $412 | INVESCO EXCHANGE TRADED FD T (RSPF) |
6,250 |
-521 |
$402 | RSPF | 6,250 | -521 | $402 | INTEL CORP |
8,988 |
-1,420 |
$397 | INTC | 8,988 | -1,420 | $397 | APPLIED MATLS INC |
1,919 |
+84 |
$396 | AMAT | 1,919 | +84 | $396 | THE CIGNA GROUP |
1,080 |
-89 |
$392 | CI | 1,080 | -89 | $392 | SPDR SER TR (BWX) |
17,474 |
-47 |
$389 | BWX | 17,474 | -47 | $389 | SPDR SER TR (SPSM) |
8,996 |
UNCH |
$387 | SPSM | 8,996 | UNCH | $387 | ISHARES TR (IHF) |
7,030 |
+5,624 |
$383 | IHF | 7,030 | +5,624 | $383 | WISDOMTREE TR |
11,621 |
UNCH |
$380 | DES | 11,621 | UNCH | $380 |
See Full List: All Stocks Held By Sebold Capital Management Inc.
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By Sebold Capital Management Inc.
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