MondegarAI
Scarborough Advisors, LLC

Q3 2024 · 13F-HR

Scarborough Advisors, LLCholdings as filed

Filed 2024-10-31 · accession 0001815355-24-000014

$618.7M
Reported value
89
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
808524201SCHXSCHWAB STRATEGIC TR$106.8M17.3%1,573,330CommonNONE
46432F339QUALISHARES TR$47.5M7.68%264,927CommonNONE
09290C103DYNFBLACKROCK ETF TRUST$34.9M5.64%705,451CommonNONE
464288638IGIBISHARES TR$33.2M5.36%617,210CommonNONE
464287432TLTISHARES TR$30.8M4.98%314,041CommonNONE
78464A854SPYMSPDR SER TR$30.5M4.93%452,175CommonNONE
922908363VOOVANGUARD INDEX FDS$28.5M4.61%54,023CommonNONE
46434G764EMXCISHARES INC$22.5M3.64%368,913CommonNONE
33733E104FTCSFIRST TR EXCHANGE TRADED FD$18.9M3.06%208,653CommonNONE
464288877EFVISHARES TR$17.2M2.78%299,057CommonNONE
33738R506RDVYFIRST TR EXCHANGE TRADED FD$16.0M2.59%270,154CommonNONE
464288885EFGISHARES TR$14.7M2.38%136,780CommonNONE
46434V456IQLTISHARES TR$14.7M2.37%353,464CommonNONE
464287309IVWISHARES TR$14.5M2.35%151,673CommonNONE
922908769VTIVANGUARD INDEX FDS$14.2M2.30%50,255CommonNONE
092528603BINCBLACKROCK ETF TRUST II$12.6M2.04%235,234CommonNONE
46434V613IUSBISHARES TR$11.1M1.79%235,087CommonNONE
464287721IYWISHARES TR$10.0M1.62%66,067CommonNONE
594918104MSFTMICROSOFT CORP$9.7M1.57%22,571CommonNONE
46138E297EELVINVESCO EXCH TRADED FD TR II$7.5M1.21%287,836CommonNONE
464287408IVEISHARES TR$7.2M1.16%36,554CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$6.9M1.12%79,013CommonNONE
78463V107GLDSPDR GOLD TR$6.6M1.06%27,025CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$6.5M1.05%78,514CommonNONE
464288588MBBISHARES TR$6.3M1.02%66,163CommonNONE
78464A508SPYVSPDR SER TR$6.2M1.01%117,925CommonNONE
78468R853SPSMSPDR SER TR$6.0M0.97%131,984CommonNONE
921943858VEAVANGUARD TAX MANAGED FDS$5.7M0.92%107,639CommonNONE
464287168DVYISHARES TR$4.5M0.73%33,268CommonNONE
742718109PGPROCTER AND GAMBLE CO$4.4M0.72%25,630CommonNONE
46429B655FLOTISHARES TR$3.9M0.64%77,110CommonNONE
46137V464XMMOINVESCO EXCHANGE TRADED FD T$3.9M0.63%32,325CommonNONE
539830109LMTLOCKHEED MARTIN CORP$3.7M0.60%6,389CommonNONE
037833100AAPLAPPLE INC$3.7M0.60%15,889CommonNONE
78468R754ONEVSPDR SER TR$3.2M0.51%24,296CommonNONE
78464A631XARSPDR SER TR$2.9M0.46%18,238CommonNONE
464288281EMBISHARES TR$2.8M0.45%29,653CommonNONE
67066G104NVDANVIDIA CORPORATION$2.7M0.44%22,600CommonNONE
46435U713IFRAISHARES TR$2.6M0.41%54,604CommonNONE
33739Q408FTSMFIRST TR EXCHANGE TRADED FD$2.5M0.40%41,085CommonNONE
023135106AMZNAMAZON COM INC$2.3M0.37%12,360CommonNONE
235851102DHRDANAHER CORPORATION$2.3M0.37%8,202CommonNONE
72201R833MINTPIMCO ETF TR$1.8M0.30%18,260CommonNONE
518416201ROAMLATTICE STRATEGIES TR$1.7M0.27%64,963CommonNONE
808524607SCHASCHWAB STRATEGIC TR$1.3M0.22%26,203CommonNONE
46090E103QQQINVESCO QQQ TR$1.3M0.22%2,742CommonNONE
922908736VUGVANGUARD INDEX FDS$1.2M0.19%3,134CommonNONE
46435G219IGEBISHARES TR$1.2M0.19%25,632CommonNONE
69344A107PULSPGIM ETF TR$1.1M0.18%22,105CommonNONE
46641Q761JQUAJ P MORGAN EXCHANGE TRADED F$1.1M0.18%19,238CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$960,6400.16%1,553CommonNONE
75513E101RTXRTX CORPORATION$858,4600.14%7,086CommonNONE
437076102HDHOME DEPOT INC$702,0560.11%1,733CommonNONE
532457108LLYELI LILLY & CO$634,5020.10%717CommonNONE
031162100AMGNAMGEN INC$590,6310.10%1,834CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$576,9260.09%651CommonNONE
921946885VWOBVANGUARD WHITEHALL FDS$576,2280.09%8,683CommonNONE
00206R102TAT&T INC$575,4770.09%26,159CommonNONE
02079K305GOOGLALPHABET INC$498,0790.08%3,004CommonNONE
88160R101TSLATESLA INC$475,9050.08%1,819CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$472,9210.08%831CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$461,3920.07%3,599CommonNONE
46435G102ICVTISHARES TR$457,8670.07%5,473CommonNONE
78464A847SPMDSPDR SER TR$457,4190.07%8,366CommonNONE
931142103WMTWALMART INC$442,0510.07%5,475CommonNONE
37045V100GMGENERAL MTRS CO$425,0170.07%9,479CommonNONE
29273V100ETENERGY TRANSFER L P$379,4000.06%23,639CommonNONE
464287614IWFISHARES TR$377,4820.06%1,006CommonNONE
02079K107GOOGALPHABET INC$367,5330.06%2,199CommonNONE
912008109USFDUS FOODS HLDG CORP$360,0830.06%5,855CommonNONE
46434G103IEMGISHARES INC$354,9750.06%6,184CommonNONE
34959J108FTVFORTIVE CORP$352,8910.06%4,471CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$325,8650.05%708CommonNONE
56585A102MPCMARATHON PETE CORP$322,3760.05%1,979CommonNONE
11135F101AVGOBROADCOM INC$316,7190.05%1,837CommonNONE
92338C103VLTOVERALTO CORP$302,0220.05%2,700CommonNONE
92826C839VVISA INC$281,4100.05%1,024CommonNONE
20825C104COPCONOCOPHILLIPS$277,8550.04%2,640CommonNONE
461202103INTUINTUIT$260,2480.04%420CommonNONE
478160104JNJJOHNSON & JOHNSON$239,2500.04%1,477CommonNONE
00287Y109ABBVABBVIE INC$218,5430.04%1,107CommonNONE
369604301GEGE AEROSPACE$217,4620.04%1,154CommonNONE
30231G102XOMEXXON MOBIL CORP$217,2270.04%1,854CommonNONE
46435G425ESGUISHARES TR$206,2360.03%1,635CommonNONE
718546104PSXPHILLIPS 66$205,9200.03%1,567CommonNONE
46432F842IEFAISHARES TR$203,4260.03%2,607CommonNONE
345370860FFORD MTR CO$151,1040.02%14,310CommonNONE
890023203TOMZTOMI ENVIRONMENTAL SOLUTIONS$62,9430.01%79,413CommonNONE
134748102CANCANAAN INC$12,9200.00%12,792CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.