Sprinkle Financial Consultants LLC Top Holdings and 13F Report (2024) → Democrats Push to Replace Dollar With Digital Coin, Control Currency. (From Monetary Gold) (Ad) About Sprinkle Financial Consultants LLCInvestment ActivitySprinkle Financial Consultants LLC has $117.13 million in total holdings as of March 31, 2024.Sprinkle Financial Consultants LLC owns shares of 64 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 11.84% of the portfolio was purchased this quarter.About 1.56% of the portfolio was sold this quarter.This quarter, Sprinkle Financial Consultants LLC has purchased 59 new stocks and bought additional shares in 36 stocks.Sprinkle Financial Consultants LLC sold shares of 11 stocks and completely divested from 4 stocks this quarter.Largest Holdings Schwab US Large-Cap ETF $22,299,385Dimensional US Marketwide Value ETF $9,796,019iShares Core S&P Small-Cap ETF $9,654,719Dimensional Global Real Estate ETF $7,487,608ONEOK $5,779,295 Largest New Holdings this Quarter T. Rowe Price Capital Appreciation Equity ETF $2,164,640 Holding2023 ETF SERIES TRUST II $1,193,543 HoldingDimensional US Small Cap Value ETF $668,116 HoldingDimensional US Core Equity Market ETF $307,336 HoldingWalt Disney $253,524 Holding Largest Purchases this Quarter ONEOK 30,955 shares (about $2.48M)JPMorgan Diversified Return U.S. Small Cap Equity ETF 49,878 shares (about $2.25M)T. Rowe Price Capital Appreciation Equity ETF 71,605 shares (about $2.16M)Dimensional Global Real Estate ETF 59,982 shares (about $1.53M)2023 ETF SERIES TRUST II 40,186 shares (about $1.19M) Largest Sales this Quarter EOG Resources 1,430 shares (about $182.81K)Apple 956 shares (about $163.93K)Schwab US Large-Cap ETF 2,290 shares (about $142.12K)Amazon.com 268 shares (about $48.34K)Meta Platforms 88 shares (about $42.73K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSprinkle Financial Consultants LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHXSchwab US Large-Cap ETF$22,299,385$142,117 ▼-0.6%359,32019.0%ETFDFUVDimensional US Marketwide Value ETF$9,796,019$22,373 ▲0.2%239,5098.4%ETFIJRiShares Core S&P Small-Cap ETF$9,654,719$25,752 ▲0.3%87,3568.2%ETFDFGRDimensional Global Real Estate ETF$7,487,608$1,531,312 ▲25.7%293,2926.4%ETFOKEONEOK$5,779,295$2,481,662 ▲75.3%72,0884.9%Oils/EnergyOGSONE Gas$4,796,5150.0%74,3304.1%UtilitiesJPSEJPMorgan Diversified Return U.S. Small Cap Equity ETF$4,079,879$2,254,531 ▲123.5%90,2613.5%ETFAVGEAvantis All Equity Markets ETF$3,546,315$208,484 ▲6.2%50,7923.0%ETFJGROJPMorgan Active Growth ETF$3,381,777$557,217 ▲19.7%48,1642.9%ETFIVViShares Core S&P 500 ETF$3,201,387$51,016 ▲1.6%6,0872.7%ETFSCHGSchwab U.S. Large-Cap Growth ETF$2,845,356$16,874 ▼-0.6%30,6892.4%ETFTCAFT. Rowe Price Capital Appreciation Equity ETF$2,164,640$2,164,640 ▲New Holding71,6051.8%ETFVTIVanguard Total Stock Market ETF$2,144,4350.0%8,2511.8%ETFAMZNAmazon.com$2,065,713$48,342 ▼-2.3%11,4521.8%Retail/WholesaleEOGEOG Resources$1,819,291$182,811 ▼-9.1%14,2311.6%Oils/EnergyAAPLApple$1,767,855$163,925 ▼-8.5%10,3101.5%Computer and TechnologyAVEMAvantis Emerging Markets Equity ETF$1,616,017$68,566 ▲4.4%27,8821.4%ETFJCPBJPMorgan Core Plus Bond ETF$1,547,245$645,887 ▲71.7%33,1711.3%ETFIVWiShares S&P 500 Growth ETF$1,522,330$40,108 ▼-2.6%18,0291.3%ETFDFLVDimensional US Large Cap Value ETF$1,343,561$29,751 ▲2.3%44,7991.1%ETFMSFTMicrosoft$1,283,225$23,561 ▲1.9%3,0501.1%Computer and TechnologyBRK.BBerkshire Hathaway$1,194,277$12,616 ▼-1.0%2,8401.0%Finance2023 ETF SERIES TRUST II$1,193,543$1,193,543 ▲New Holding40,1861.0%GMO US QUALITY EITOTiShares Core S&P Total U.S. Stock Market ETF$1,113,821$2,883 ▲0.3%9,6601.0%ETFSCHASchwab US Small-Cap ETF$1,013,443$9,455 ▼-0.9%20,5800.9%ETFIWFiShares Russell 1000 Growth ETF$916,285$1,348 ▲0.1%2,7190.8%ETFDFAEDimensional Emerging Core Equity Market ETF$915,054$1,063 ▲0.1%37,0150.8%ETFDFICDimensional International Core Equity 2 ETF$861,292$23,861 ▲2.8%32,1980.7%ETFIJSiShares S&P Small-Cap 600 Value ETF$794,064$1,747 ▲0.2%7,7280.7%ETFGOOGLAlphabet$778,194$26,715 ▲3.6%5,1560.7%Computer and TechnologyCVXChevron$775,260$631 ▲0.1%4,9150.7%Oils/EnergyDIMENSIONAL ETF TRUST$742,101$232,546 ▲45.6%12,5510.6%WORLD EQUITY ETFIWBiShares Russell 1000 ETF$698,597$2,878 ▲0.4%2,4270.6%ETFDFSVDimensional US Small Cap Value ETF$668,116$668,116 ▲New Holding22,1960.6%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$664,378$17,741 ▲2.7%26,0650.6%ETFMETAMeta Platforms$657,471$42,731 ▼-6.1%1,3540.6%Computer and TechnologyGEGeneral Electric$637,7010.0%3,6330.5%TransportationAVREAvantis Real Estate ETF$599,791$72,849 ▲13.8%14,1860.5%ETFIJTiShares S&P Small-Cap 600 Growth ETF$579,565$915 ▲0.2%4,4330.5%ETFAVLVAvantis U.S. Large Cap Value ETF$557,403$1,928 ▲0.3%8,6750.5%ETFQQQInvesco QQQ$550,312$1,332 ▲0.2%1,2390.5%FinanceIEFAiShares Core MSCI EAFE ETF$526,0320.0%7,0880.4%ETFDFARDimensional US Real Estate ETF$524,086$99,783 ▲23.5%23,4250.4%ETFVZVerizon Communications$499,3250.0%11,9000.4%Computer and TechnologyDFAXDimensional World ex U.S. Core Equity 2 ETF$421,751$509 ▲0.1%16,5790.4%ETFJPMJPMorgan Chase & Co.$417,542$601 ▲0.1%2,0850.4%FinancePXDPioneer Natural Resources$382,3940.0%1,4570.3%Oils/EnergyVOOVanguard S&P 500 ETF$355,424$29,779 ▲9.1%7400.3%ETFDFAIDimensional International Core Equity Market ETF$344,597$4,503 ▲1.3%11,4020.3%ETFJ P MORGAN EXCHANGE TRADED F$335,162$280 ▲0.1%5,9880.3%HEDGED EQUITY LADFAUDimensional US Core Equity Market ETF$307,336$307,336 ▲New Holding8,4110.3%ETFGOOGAlphabet$290,055$22,078 ▼-7.1%1,9050.2%Computer and TechnologyAVDEAvantis International Equity ETF$274,555$5,546 ▲2.1%4,3070.2%ETFIWMiShares Russell 2000 ETF$257,255$421 ▲0.2%1,2230.2%FinanceFNDASchwab Fundamental U.S. Small Company Index ETF$257,011$628 ▲0.2%4,5050.2%ETFDISWalt Disney$253,524$253,524 ▲New Holding2,0720.2%Consumer DiscretionaryPYLDPIMCO Multi Sector Bond Active ETF$231,092$231,092 ▲New Holding8,9710.2%ETFVNQVanguard Real Estate ETF$228,836$2,075 ▲0.9%2,6470.2%ETFLINDE PLC$208,944$208,944 ▲New Holding4500.2%SHSAVSUAvantis Responsible U.S. Equity ETF$202,804$202,804 ▲New Holding3,3020.2%ETFWFCWells Fargo & Company$201,295$201,295 ▲New Holding3,4730.2%FinanceSSPE.W. Scripps$200,0130.0%50,8940.2%Consumer DiscretionaryLIBERTY GLOBAL LTD$179,574$19,333 ▼-9.7%10,1800.2%COM CL CTAT&T$179,2200.0%10,1830.2%Computer and TechnologySPYSPDR S&P 500 ETF Trust$0$377,936 ▼-100.0%00.0%FinanceXVViShares ESG Screened S&P 500 ETF$0$265,370 ▼-100.0%00.0%ETFLBRDKLiberty Broadband$0$246,444 ▼-100.0%00.0%Consumer DiscretionarySCHFSchwab International Equity ETF$0$236,977 ▼-100.0%00.0%ETFShowing 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. 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