CW

CAROLINAS WEALTH CONSULTING LLC

13F
CAROLINAS WEALTH CONSULTING LLC
Last update 2024-08-12 1040 Stocks (54 new)
Value $518.00 Mil Turnover 4 %
Countries:
Top Holdings: VONG(8.09%)BIV(5.88%)VOO(5.45%)IWF(4.57%)SCHD(4.55%)
Portfolio Report
Summary Stock Picks Current Portfolio
CAROLINAS WEALTH CONSULTING LL... Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VONG 		Vanguard Russell 1000 Growth Index Fund
481,549
41902.520
-3.95%
8.090
-0.31%
-
+15.24%
+31.29%
22064.103
 
BIV 		Vanguard Intermediate-Term Bond ETF
406,874
30470.730
-0.75%
5.880
-0.05%
-
-1.68%
-0.95%
18781.940
 
VOO 		Vanguard S&P 500 ETF
56,254
28234.500
+7.10%
5.450
+0.36%
-
+12.32%
+25.95%
511917.032
 
IWF 		iShares Russell 1000 Growth ETF
64,915
23662.070
-8.02%
4.570
-0.38%
-
+15.15%
+31.28%
103414.588
 
SCHD 		Schwab US Dividend Equity ETF
299,681
23550.010
+2.42%
4.550
+0.11%
-
+9.66%
+15.45%
65675.841
 
VONV 		Vanguard Russell 1000 Value Index Fund
272,744
20989.900
-0.24%
4.050
-0.01%
-
+10.53%
+18.93%
9423.606
 
AAPL 		Apple Inc
90,577
19077.190
-0.21%
3.680
-0.01%
0.000
+3.39%
+16.43%
3375665.594
Hardware
VIG 		Vanguard Dividend Appreciation FTF
95,430
17506.510
-8.93%
3.380
-0.34%
-
+9.43%
+19.26%
85379.496
 
MSFT 		Microsoft Corp
31,640
14141.490
+0.49%
2.730
+0.01%
0.000
+3.46%
+12.12%
3118895.310
Software
SPY 		S&P 500 ETF TRUST ETF
25,107
13663.540
-5.30%
2.640
-0.15%
-
+12.45%
+26.10%
618819.573
 

CAROLINAS WEALTH CONSULTING LLC's Historical Top Holdings Breakdowns

CAROLINAS WEALTH CONSULTING LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SCHY 		Schwab International Dividend Equity ETF2024-06-30Reduce
-0.47%
●
23.23 ($24.07) 24.96
$24.45
1.58%
Reduce -97.79%
2,217
-97,960
IWF 		iShares Russell 1000 Growth ETF2024-06-30Reduce
-0.38%
●
316.15 ($341.52) 367.33
$397.82
16.49%
Reduce -8.02%
64,915
-5,660
VOO 		Vanguard S&P 500 ETF2024-06-30Add
+0.36%
●
455.1 ($481.2) 504.28
$549.85
14.27%
Add 7.1%
56,254
3,727
VIG 		Vanguard Dividend Appreciation FTF2024-06-30Reduce
-0.34%
●
173.33 ($179.98) 185.29
$202.79
12.67%
Reduce -8.93%
95,430
-9,363
RSP 		Invesco S&P 500 Equal Weight ETF2024-06-30Reduce
-0.33%
●
159.21 ($164.49) 168.37
$184.93
12.42%
Reduce -27.11%
26,858
-9,987
VONG 		Vanguard Russell 1000 Growth Index Fund2024-06-30Reduce
-0.31%
●
81.38 ($87.89) 94.58
$102.37
16.48%
Reduce -3.95%
481,549
-19,824
IWD 		iShares Russell 1000 Value ETF2024-06-30Reduce
-0.29%
●
169.4 ($174.85) 179.05
$196.45
12.35%
Reduce -9.98%
73,891
-8,196
TCAF 		T. Rowe Price Capital Appreciation Equity ETF2024-06-30Add
+0.28%
●
28.87 ($30.32) 31.54
$34.28
13.06%
Add 32.15%
366,789
89,233
VIOO 		Vanguard S&P Small-Cap 600 ETF2024-06-30Reduce
-0.25%
●
93.69 ($98.28) 101.79
$116.77
18.81%
Reduce -9.79%
186,159
-20,210
BRK.B 		Berkshire Hathaway Inc2024-06-30Add
+0.20%
●
396.73 ($408.62) 420.24
$468.72
14.71%
Add 18.06%
16,976
2,597

CAROLINAS WEALTH CONSULTING LLC Total Holding History ($B)

To

CAROLINAS WEALTH CONSULTING LLC's Asset Allocation

To

CAROLINAS WEALTH CONSULTING LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

CAROLINAS WEALTH CONSULTING LLC's Hypothetical Growth since 2024-06-30

CAROLINAS WEALTH CONSULTING LLC's Yearly Returns

Year Portfolio % % Excess Gain %

CAROLINAS WEALTH CONSULTING LLC's Holdings Heat Map

Size field:

CAROLINAS WEALTH CONSULTING LLC's Holdings Bubble Chart

CAROLINAS WEALTH CONSULTING LLC News

  • 1

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