Fort Henry Capital, LLC Top Holdings and 13F Report (2024) → Conflict In Israel Sends Gold Soaring ???? Here’s How To Get Your Share (From Colonial Metals) (Ad) About Fort Henry Capital, LLCInvestment ActivityFort Henry Capital, LLC has $135.57 million in total holdings as of March 31, 2024.Fort Henry Capital, LLC owns shares of 15 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 2.97% of the portfolio was purchased this quarter.About 1.62% of the portfolio was sold this quarter.This quarter, Fort Henry Capital, LLC has purchased 14 new stocks and bought additional shares in 11 stocks.Fort Henry Capital, LLC sold shares of 3 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $37,146,600iShares Core U.S. Aggregate Bond ETF $22,264,284Vanguard Short-Term Bond ETF $22,216,168iShares Core S&P Small-Cap ETF $17,913,366Vanguard Real Estate ETF $11,986,560 Largest New Holdings this Quarter Novo Nordisk A/S $238,824 Holding Largest Purchases this Quarter iShares Core U.S. Aggregate Bond ETF 12,959 shares (about $1.27M)Vanguard Short-Term Bond ETF 11,681 shares (about $895.58K)Vanguard Real Estate ETF 6,353 shares (about $549.41K)Dimensional Emerging Core Equity Market ETF 14,688 shares (about $363.09K)Dimensional International Core Equity Market ETF 9,018 shares (about $272.52K) Largest Sales this Quarter iShares Core S&P 500 ETF 4,015 shares (about $2.11M)iShares Core Growth Allocation ETF 1,398 shares (about $77.83K)iShares Core Aggressive Allocation ETF 194 shares (about $14.25K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFort Henry Capital, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$37,146,600$2,110,811 ▼-5.4%70,65727.4%ETFAGGiShares Core U.S. Aggregate Bond ETF$22,264,284$1,269,203 ▲6.0%227,32616.4%FinanceBSVVanguard Short-Term Bond ETF$22,216,168$895,581 ▲4.2%289,76416.4%ETFIJRiShares Core S&P Small-Cap ETF$17,913,366$22,657 ▲0.1%162,08313.2%ETFVNQVanguard Real Estate ETF$11,986,560$549,407 ▲4.8%138,6058.8%ETFDFAIDimensional International Core Equity Market ETF$6,356,837$272,524 ▲4.5%210,3524.7%ETFDFAEDimensional Emerging Core Equity Market ETF$3,533,699$363,087 ▲11.5%142,9492.6%ETFAOAiShares Core Aggressive Allocation ETF$3,354,477$14,251 ▼-0.4%45,6642.5%ETFAORiShares Core Growth Allocation ETF$3,303,764$77,826 ▼-2.3%59,3462.4%ETFVTIVanguard Total Stock Market ETF$3,079,035$95,903 ▲3.2%11,8472.3%ETFVXUSVanguard Total International Stock ETF$1,456,607$107,515 ▲8.0%24,1561.1%ETFBNDVanguard Total Bond Market ETF$1,087,925$142,718 ▲15.1%14,9790.8%ETFAOMiShares Core Moderate Allocation ETF$1,052,602$5,091 ▲0.5%24,6050.8%ETFBNDXVanguard Total International Bond ETF$582,459$70,243 ▲13.7%11,8410.4%ETFNVONovo Nordisk A/S$238,824$238,824 ▲New Holding1,8600.2%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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