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Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
IAU +5,865+$246
DCOR +3,546+$208
ARKK +2,325+$116
TSBX +42,553+$111
DFAC +3,452+$110
BDX +300+$74
FBRT +3,425+$46
META +90+$44
TXN +250+$44
JPM +200+$40
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
VANECK MORNINGSTAR WIDE MOAT ETF -1,490-$123
PAYC -50-$10
CSX -42-$1
WALT DISNEY CO -5$UNCH
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
DFAX +18,523+$486
DFUS +14,277+$866
DFSV +11,998+$372
IJH +11,578+$70
MOAT +11,332+$1,632
DFEM +8,259+$231
QVAL +5,999+$719
SCHF +5,252+$426
CWB +3,275+$240
HTRB +3,193+$83
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
SGOV -18,423-$1,787
DINT -14,224-$225
MFEM -9,637-$174
MTUM -4,726-$584
EES -3,771-$143
SCHC -2,398+$43
SPDW -2,305-$32
BAM -2,131-$30
MOTI -1,803-$57
Kathleen S. Wright Associates Inc. Info
Size ($ in 1000's)
At 03/31/2024: $220,893
At 12/31/2023: $206,148

Kathleen S. Wright Associates Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Kathleen S. Wright Associates Inc. 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Kathleen S. Wright Associates Inc.
As of  03/31/2024, we find all stocks held by Kathleen S. Wright Associates Inc. to be as follows, presented in the table below with each row detailing each Kathleen S. Wright Associates Inc. position, ordered by largest to smallest position size. The all-stocks-held-by-Kathleen S. Wright Associates Inc. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Kathleen S. Wright Associates Inc. as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024		 Position Size
($ in 1000's)
BERKSHIRE HATHAWAY INC DEL      $23,117
     BRK.B55,232+153$23,117
VANGUARD INDEX FDS (VOO) 30,375 +1,592 $14,601
     VOO30,375+1,592$14,601
ISHARES TR (SGOV) 143,038 -18,423 $14,404
     SGOV143,038-18,423$14,404
VANECK ETF TRUST (MOAT)      $12,155
     MOAT132,939+8,955$11,951
     MRNGSTR WDE MOAT2,377+2,377$204
THE COCA COLA CO 11,000 UNCH $9,311
     COKE11,000UNCH$9,311
VANGUARD INDEX FDS (VUG) 24,089 +1,924 $8,292
     VUG24,089+1,924$8,292
WISDOMTREE TR 140,116 -3,771 $7,023
     EES140,116-3,771$7,023
VANGUARD INDEX FDS (VO) 26,254 +713 $6,560
     VO26,254+713$6,560
ISHARES TR (USMV) 65,250 -1,733 $5,454
     USMV65,250-1,733$5,454
SCHWAB STRATEGIC TR 139,229 -2,398 $4,984
     SCHC139,229-2,398$4,984
VANGUARD WHITEHALL FDS (VIGI) 60,271 +215 $4,910
     VIGI60,271+215$4,910
EA SERIES TRUST 107,498 +5,999 $4,824
     QVAL107,498+5,999$4,824
AMERICAN EXPRESS CO 20,427 +200 $4,554
     AXP20,427+200$4,554
VANGUARD INDEX FDS (VBR) 23,097 -1,366 $4,419
     VBR23,097-1,366$4,419
SCHWAB STRATEGIC TR 112,722 +5,252 $4,398
     SCHF112,722+5,252$4,398
BROOKFIELD CORP 85,794 +1,321 $3,526
     BN85,794+1,321$3,526
DUOLINGO INC 14,281 UNCH $3,150
     DUOL14,281UNCH$3,150
HARTFORD FDS EXCHANGE TRADED (HTRB) 86,254 +3,193 $2,910
     HTRB86,254+3,193$2,910
WISDOMTREE TR 44,505 -1,502 $2,902
     DLS44,505-1,502$2,902
VANGUARD INDEX FDS (VB) 12,111 -290 $2,769
     VB12,111-290$2,769
VANGUARD INDEX FDS (VTI) 9,690 +939 $2,513
     VTI9,690+939$2,513
ISHARES TR (IVV) 4,744 +30 $2,494
     IVV4,744+30$2,494
AMAZON COM INC 13,605 +260 $2,477
     AMZN13,605+260$2,477
VISA INC 7,995 +278 $2,218
     V7,995+278$2,218
MARKEL GROUP INC 1,454 +32 $2,178
     MKL1,454+32$2,178
VANGUARD INTL EQUITY INDEX F (VSS) 18,487 -890 $2,160
     VSS18,487-890$2,160
VANGUARD BD INDEX FDS (BND) 27,293 -579 $1,982
     BND27,293-579$1,982
AUTOMATIC DATA PROCESSING IN 7,575 +4 $1,873
     ADP7,575+4$1,873
J P MORGAN EXCHANGE TRADED F (JMST) 36,743 +682 $1,864
     JMST36,743+682$1,864
SCHWAB STRATEGIC TR 37,973 -563 $1,863
     SCHR37,973-563$1,863
SPDR INDEX SHS FDS (SPEM) 50,650 +644 $1,833
     SPEM50,650+644$1,833
VANGUARD ADMIRAL FDS INC (VIOO) 16,534 UNCH $1,678
     VIOO16,534UNCH$1,678
ALPHABET INC 10,328 +215 $1,560
     GOOGL10,328+215$1,560
ISHARES INC (EEMV) 26,295 -1,002 $1,488
     EEMV26,295-1,002$1,488
SPDR INDEX SHS FDS (EWX) 26,509 -424 $1,479
     EWX26,509-424$1,479
ISHARES TR (EFAV) 19,941 -32 $1,413
     EFAV19,941-32$1,413
JOHNSON & JOHNSON 9,200 -100 $1,407
     JNJ9,200-100$1,407
DIMENSIONAL ETF TRUST (DFUS) 24,552 +14,277 $1,399
     DFUS24,552+14,277$1,399
VANECK ETF TRUST (MOTI) 43,419 -1,803 $1,351
     MOTI43,419-1,803$1,351
DIMENSIONAL ETF TRUST (DFEM) 48,389 +8,259 $1,233
     DFEM48,389+8,259$1,233
VANGUARD INTL EQUITY INDEX F (VT) 11,085 +710 $1,224
     VT11,085+710$1,224
BROOKFIELD ASSET MANAGMT LTD 28,339 -2,131 $1,154
     BAM28,339-2,131$1,154
SPDR SER TR (SPBO) 37,694 +762 $1,097
     SPBO37,694+762$1,097
ISHARES TR (SHY) 12,186 +1,479 $997
     SHY12,186+1,479$997
VANGUARD STAR FDS (VXUS) 16,326 +184 $984
     VXUS16,326+184$984
VANGUARD SCOTTSDALE FDS (VMBS) 21,318 -358 $972
     VMBS21,318-358$972
ISHARES TR (MTUM) 5,179 -4,726 $970
     MTUM5,179-4,726$970
ALPHABET INC 5,940 UNCH $946
     GOOG5,940UNCH$946
ISHARES TR (HEFA) 27,099 +135 $945
     HEFA27,099+135$945
WISDOMTREE TR 18,391 -1,579 $935
     DGS18,391-1,579$935
SPDR INDEX SHS FDS (SPDW) 25,733 -2,305 $922
     SPDW25,733-2,305$922
DAVIS FUNDAMENTAL ETF TR (DUSA) 22,548 UNCH $910
     DUSA22,548UNCH$910
PPG INDS INC 6,163 UNCH $893
     PPG6,163UNCH$893
ISHARES TR (IJH) 14,506 +11,578 $881
     IJH14,506+11,578$881
DIMENSIONAL ETF TRUST (DFAX) 31,815 +18,523 $805
     DFAX31,815+18,523$805
ANSYS INC 2,252 -30 $781
     ANSS2,252-30$781
DIMENSIONAL ETF TRUST (DFSV) 26,096 +11,998 $775
     DFSV26,096+11,998$775
DAVIS FUNDAMENTAL ETF TR (DINT) 36,291 -14,224 $700
     DINT36,291-14,224$700
VANGUARD INDEX FDS (VTV) 4,180 UNCH $681
     VTV4,180UNCH$681
WHITE MOUNTAINS INS F 380 UNCH $641
     WTM380UNCH$641
SELECT SECTOR SPDR TR (XLF) 15,037 +5 $633
     XLF15,037+5$633
PNC FINL SVCS GROUP INC 4,166 -503 $631
     PNC4,166-503$631
AMERICAN TOWER CORP NEW 3,285 +10 $626
     AMT3,285+10$626
1 100 BERKSHIRE HTWY CLASS A      $611
     CL A100UNCH$611
DIAGEO PLC 4,045 +330 $602
     DEO4,045+330$602
VANGUARD WHITEHALL FDS (VYM) 4,805 +105 $581
     VYM4,805+105$581
COMPAGNIE FINANCIERE R FSPONSORED ADR 1 ADR REPS 0.1 ORD SHS      $548
     ADR38,600UNCH$548
PIMCO EQUITY SER 27,389 -9,637 $536
     MFEM27,389-9,637$536
ISHARES TR (IJR) 4,739 -19 $524
     IJR4,739-19$524
ISHARES TR (IEI) 4,394 -360 $509
     IEI4,394-360$509
VANGUARD WHITEHALL FDS (VYMI) 7,200 +15 $495
     VYMI7,200+15$495
ROSS STORES INC 3,600 UNCH $487
     ROST3,600UNCH$487
DIAGEO PLC FSPONSORED ADR 1 ADR REPS 4 ORD SHS      $479
     ADR3,460-100$479
C S W INDUSTRIALS INC 2,000 UNCH $471
     CSWI2,000UNCH$471
J P MORGAN EXCHANGE TRADED F (JPST) 9,307 +226 $470
     JPST9,307+226$470
COSTAR GROUP INC 5,200 -30 $462
     CSGP5,200-30$462
NESTLE S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS 4,500 UNCH $456
     NSRGY4,500UNCH$456
VANGUARD SPECIALIZED FUNDS (VIG) 2,453 -929 $448
     VIG2,453-929$448
ISHARES TR (SHYG) 9,687 +590 $412
     SHYG9,687+590$412
WELLS FARGO CO NEW 7,094 +19 $410
     WFC7,094+19$410
DISNEY WALT CO      $389
     DIS3,175UNCH$388
     COM5+5$1
EA SERIES TRUST 14,419 +786 $389
     IVAL14,419+786$389
BOOKING HOLDINGS INC 105 +13 $376
     BKNG105+13$376
MOODYS CORP 900 UNCH $347
     MCO900UNCH$347
VANGUARD ADMIRAL FDS INC (IVOO) 3,284 +5 $338
     IVOO3,284+5$338
ISHARES TR (QLTA) 6,898 -456 $328
     QLTA6,898-456$328
APPLE INC 1,841 +1,420 $316
     AAPL1,841+1,420$316
MASTERCARD INCORPORATED 676 -170 $316
     MA676-170$316
DIMENSIONAL ETF TRUST (DFSD) 6,668 UNCH $314
     DFSD6,668UNCH$314
PFIZER INC 12,000 +2,000 $313
     PFE12,000+2,000$313
LATTICE STRATEGIES TR 6,336 +190 $305
     ROUS6,336+190$305
SPDR SER TR (CWB) 4,028 +3,275 $294
     CWB4,028+3,275$294
DICKS SPORTING GOODS INC 1,250 UNCH $281
     DKS1,250UNCH$281
INVESCO EXCHANGE TRADED FD T (RSP) 1,610 -1,060 $273
     RSP1,610-1,060$273
MICROSOFT CORP 645 +413 $272
     MSFT645+413$272
ISHARES GOLD TR (IAU) 5,865 +5,865 $246
     IAU5,865+5,865$246
VANGUARD INTL EQUITY INDEX F (VWO) 5,796 -2 $242
     VWO5,796-2$242
ISHARES INC (EUSA) 2,580 UNCH $235
     EUSA2,580UNCH$235
LATTICE STRATEGIES TR 8,292 UNCH $232
     RODM8,292UNCH$232
ISHARES TR (MUB) 2,013 +1 $217
     MUB2,013+1$217
DIMENSIONAL ETF TRUST (DCOR) 3,546 +3,546 $208
     DCOR3,546+3,546$208
APPLIED MATLS INC 977 +846 $206
     AMAT977+846$206
SCHWAB CHARLES CORP 2,850 -1,312 $206
     SCHW2,850-1,312$206
UBER TECHNOLOGIES INC 2,673 UNCH $206
     UBER2,673UNCH$206
LATTICE STRATEGIES TR 4,850 +12 $202
     ROSC4,850+12$202
DIMENSIONAL ETF TRUST (DFCF) 4,800 UNCH $201
     DFCF4,800UNCH$201
SCHWAB STRATEGIC TR 3,900 +191 $192
     SCHA3,900+191$192
BLACKSTONE INC 1,400 UNCH $184
     BX1,400UNCH$184
VANGUARD INDEX FDS (VV) 714 +27 $171
     VV714+27$171
TARGET CORP 960 +200 $170
     TGT960+200$170
GRAYSCALE BITCOIN TR BTC 2,702 +1,145 $162
     GBTC2,702+1,145$162
NORFOLK SOUTHN CORP 615 +252 $157
     NSC615+252$157
VANGUARD SCOTTSDALE FDS (VGIT) 2,180 UNCH $128
     VGIT2,180UNCH$128
AFFIRM HLDGS INC 3,377 -869 $126
     AFRM3,377-869$126
DIMENSIONAL ETF TRUST (DISV) 4,450 UNCH $121
     DISV4,450UNCH$121
ARK ETF TR (ARKK) 2,325 +2,325 $116
     ARKK2,325+2,325$116
TURNSTONE BIOLOGICS CORP 42,553 +42,553 $111
     TSBX42,553+42,553$111
DIMENSIONAL ETF TRUST (DFAC) 3,452 +3,452 $110
     DFAC3,452+3,452$110
CHUBB LIMITED 420 UNCH $109
     CB420UNCH$109
DAVIS FUNDAMENTAL ETF TR (DFNL) 3,125 UNCH $104
     DFNL3,125UNCH$104
SCHWAB STRATEGIC TR 1,423 -48 $88
     SCHX1,423-48$88
VANGUARD WORLD FD (VDE) 645 UNCH $85
     VDE645UNCH$85
WISDOMTREE TR 2,700 -117 $80
     XSOE2,700-117$80
GRAHAM HLDGS CO 100 UNCH $77
     GHC100UNCH$77
ISHARES TR (IJK) 832 UNCH $76
     IJK832UNCH$76
WORKDAY INC 280 +30 $76
     WDAY280+30$76
BECTON DICKINSON & CO 300 +300 $74
     BDX300+300$74
ALPS ETF TR (AMLP) 1,546 UNCH $73
     AMLP1,546UNCH$73
NETFLIX INC 103 UNCH $63
     NFLX103UNCH$63
PERNOD RICARD FIN S A FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS      $60
     ADR2,000UNCH$60
RITHM CAPITAL CORP 4,500 UNCH $50
     RITM4,500UNCH$50
FRANKLIN BSP RLTY TR INC 3,425 +3,425 $46
     FBRT3,425+3,425$46
MOHAWK INDS INC 350 UNCH $46
     MHK350UNCH$46
SCHWAB STRATEGIC TR 550 +11 $45
     SCHM550+11$45
META PLATFORMS INC 90 +90 $44
     META90+90$44
TEXAS INSTRS INC 250 +250 $44
     TXN250+250$44
CABLE ONE INC 95 UNCH $40
     CABO95UNCH$40
JPMORGAN CHASE & CO 200 +200 $40
     JPM200+200$40
VANGUARD TAX MANAGED FDS (VEA) 788 UNCH $40
     VEA788UNCH$40
NOVO NORDISK A S 302 UNCH $39
     NVO302UNCH$39
ISHARES TR (IGV) 440 +352 $38
     IGV440+352$38
ADVANCED MICRO DEVICES INC 204 UNCH $37
     AMD204UNCH$37
SPDR GOLD TR (GLD) 175 +175 $36
     GLD175+175$36
SALESFORCE INC 117 UNCH $35
     CRM117UNCH$35
EXACT SCIENCES CORP 500 UNCH $35
     EXAS500UNCH$35
PEPSICO INC 200 +200 $35
     PEP200+200$35
VANGUARD INDEX FDS (VNQ) 400 UNCH $35
     VNQ400UNCH$35
TESLA INC 190 UNCH $33
     TSLA190UNCH$33
BANK NEW YORK MELLON CORP 550 +550 $32
     BK550+550$32
AURORA INNOVATION INC 10,708 UNCH $30
     AUR10,708UNCH$30
FREEPORT MCMORAN INC 631 +200 $30
     FCX631+200$30
S&P GLOBAL INC 72 UNCH $30
     SPGI72UNCH$30
ASML HOLDING N V 30 UNCH $29
     ASML30UNCH$29
PDS BIOTECHNOLOGY CORP 7,000 +7,000 $28
     PDSB7,000+7,000$28
ISHARES TR (IWM) 130 UNCH $27
     IWM130UNCH$27
ADOBE INC 52 UNCH $26
     ADBE52UNCH$26
OWENS & MINOR INC NEW 919 UNCH $25
     OMI919UNCH$25
INTUITIVE SURGICAL INC 60 UNCH $24
     ISRG60UNCH$24
VERISK ANALYTICS INC CLASS A 100 UNCH $23
     VRSK100UNCH$23
ARCHER DANIELS MIDLAND CO 350 +350 $22
     ADM350+350$22
VANECK ETF TRUST (SMH) 100 UNCH $22
     SMH100UNCH$22
CATERPILLAR INC 54 UNCH $20
     CAT54UNCH$20
RTX CORPORATION 210 +210 $20
     RTX210+210$20
TAIWAN SEMICONDUCTOR MFG LTD 142 UNCH $19
     TSM142UNCH$19
MORGAN STANLEY 192 UNCH $18
     MS192UNCH$18
SYSCO CORP 219 -6 $18
     SYY219-6$18
DIMENSIONAL ETF TRUST (DFAR) 779 +779 $17
     DFAR779+779$17
EQT CORP 448 -21 $17
     EQT448-21$17
SPDR SER TR (SPTI) 589 UNCH $17
     SPTI589UNCH$17
UNION PAC CORP 65 UNCH $16
     UNP65UNCH$16
CAPITAL ONE FINL CORP 102 UNCH $15
     COF102UNCH$15
SERVICENOW INC 20 UNCH $15
     NOW20UNCH$15
VERIZON COMMUNICATIONS INC 356 +356 $15
     VZ356+356$15
NVIDIA CORPORATION 15 +15 $14
     NVDA15+15$14
ADAMS DIVERSIFIED EQUITY FD 665 +665 $13
     ADX665+665$13
LENNAR CORP 76 UNCH $13
     LEN76UNCH$13
PARKER HANNIFIN CORP 24 UNCH $13
     PH24UNCH$13
SHELL PLC 189 UNCH $13
     SHEL189UNCH$13
BROADCOM INC 9 UNCH $12
     AVGO9UNCH$12
MARTIN MARIETTA MATLS INC 19 UNCH $12
     MLM19UNCH$12
ACCENTURE PLC IRELAND 32 UNCH $11
     ACN32UNCH$11
COSTCO WHSL CORP NEW 15 UNCH $11
     COST15UNCH$11
ISHARES TR (SUB) 106 -48 $11
     SUB106-48$11
AMERIPRISE FINL INC 23 UNCH $10
     AMP23UNCH$10
DIMENSIONAL ETF TRUST (DFAU) 280 +280 $10
     DFAU280+280$10
PACER FDS TR 300 +300 $10
     GCOW300+300$10
ISHARES TR (GOVT) 443 UNCH $10
     GOVT443UNCH$10
QUALCOMM INC 60 +60 $10
     QCOM60+60$10
AT&T INC 555 +555 $10
     T555+555$10
GARTNER INC 19 UNCH $9
     IT19UNCH$9
KRANESHARES TRUST (KRBN) 300 +300 $9
     KRBN300+300$9
TOTALENERGIES SE 135 UNCH $9
     TTE135UNCH$9
COMCAST CORP NEW 186 +186 $8
     CMCSA186+186$8
UNITEDHEALTH GROUP INC 17 UNCH $8
     UNH17UNCH$8
CONOCOPHILLIPS 53 UNCH $7
     COP53UNCH$7
DANAHER CORPORATION 28 UNCH $7
     DHR28UNCH$7
NEWMONT CORP 200 +200 $7
     NEM200+200$7
GENERAL ELECTRIC CO 34 UNCH $6
     GE34UNCH$6
SONY GROUP CORP 72 UNCH $6
     SONY72UNCH$6
ZOETIS INC 37 UNCH $6
     ZTS37UNCH$6
DIMENSIONAL ETF TRUST (DFAI) 170 +170 $5
     DFAI170+170$5
ISHARES TR (ISCF) 142 UNCH $5
     ISCF142UNCH$5
ORACLE CORP 36 +36 $5
     ORCL36+36$5
BAXTER INTL INC 100 UNCH $4
     BAX100UNCH$4
DIMENSIONAL ETF TRUST (DFAE) 170 +170 $4
     DFAE170+170$4
NIKE INC 45 UNCH $4
     NKE45UNCH$4
ISHARES TR (VLUE) 35 UNCH $4
     VLUE35UNCH$4
VANGUARD CHARLOTTE FDS (BNDX) 60 +15 $3
     BNDX60+15$3
BROOKFIELD REINS LTD 72 UNCH $3
     BNRE72UNCH$3
ISHARES INC (EEMS) 57 -1 $3
     EEMS57-1$3
ISHARES TR (MBB) 37 UNCH $3
     MBB37UNCH$3
J P MORGAN EXCHANGE TRADED F (BBJP) 30 +8 $2
     BBJP30+8$2
SPDR SER TR (BIL) 26 UNCH $2
     BIL26UNCH$2
FORD MTR CO DEL 117 UNCH $2
     F117UNCH$2
HP INC 63 +63 $2
     HPQ63+63$2
J P MORGAN EXCHANGE TRADED F (BBAX) 16 +4 $1
     BBAX16+4$1
J P MORGAN EXCHANGE TRADED F (BBCA) 18 +5 $1
     BBCA18+5$1
J P MORGAN EXCHANGE TRADED F (BBEU) 16 +4 $1
     BBEU16+4$1
CHARTER COMMUNICATIONS INC N 2 +2 $1
     CHTR2+2$1
CISCO SYS INC 14 +14 $1
     CSCO14+14$1
EMBECTA CORP 60 +60 $1
     EMBC60+60$1
HEWLETT PACKARD ENTERPRISE C 63 +63 $1
     HPE63+63$1
NEW YORK TIMES CO 27 +27 $1
     NYT27+27$1
VANGUARD SCOTTSDALE FDS (VCIT) 17 +4 $1
     VCIT17+4$1
DXC TECHNOLOGY CO 5 +5 <$1
     DXC5+5$0
FIRST WAVE BIOPHARMA INC 1 UNCH <$1
     FWBI1UNCH$0
HASBRO INC 6 UNCH <$1
     HAS6UNCH$0
MATTEL INC. 18 UNCH <$1
     MAT18UNCH$0
NEWELL BRANDS INC 19 UNCH <$1
     NWL19UNCH$0
PARAMOUNT GLOBAL CLASS A 6 UNCH <$1
     PARAA6UNCH$0
VANGUARD SCOTTSDALE FDS (VGLT) 2 +2 <$1
     VGLT2+2$0
WARNER BROS DISCOVERY INC 6 +6 $0
     WBD6+6$0
CSX CORP $0 (exited)
     CSX0-42$0
PAYCOM SOFTWARE INC $0 (exited)
     COM0-50$0
VANECK MORNINGSTAR WIDE MOAT ETF $0 (exited)
     MRNGSTR WDE MOAT0-1,490$0
WALT DISNEY CO 0 -5 $0 (exited)
     COM0-5$0

See Summary: Kathleen S. Wright Associates Inc. Top Holdings
See Details: Top 10 Stocks Held By Kathleen S. Wright Associates Inc.

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