Grey Fox Wealth Advisors, LLC Q1 2025 Filing
Filed May 2, 2025
Portfolio Value
$374.9M
Holdings
129
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (129 positions)
| Stock | Value |
|---|---|
DHRDanaher Corp | $407K |
CVXChevron Corp | $406K |
ACNAccenture PLC F Class A | $404K |
VFIAXVANGUARD 500 INDEX FUND - ADMIRAL | $380K |
VVIAXVANGUARD VALUE INDEX - ADMIRAL | $369K |
VEXRXVanguard Explorer Fund - Admiral Class | $366K |
MAEIXMoA Equity Index Fund | $360K |
QUAIXAB Small Cap Growth Portfolio | $350K |
EFAVIshare Edge MSCI Min Vol EAFE ETF | $347K |
ETEnergy Transfer LP | $342K |
TSCOTractor Supply Co Com | $341K |
VCITVanguard Intermediate Term Co ETF IV | $330K |
MRKMerck & Co. Inc. | $330K |
HLNEHamilton Lane Inc Com CL A | $328K |
JNYAXJPMORGAN SMARTRETIREMENT BLEND 2050 R6 | $321K |
SCHGSchwab US Large Cap Growth ETF | $319K |
CHKPCheck Point Sftwre Com | $315K |
RIVNRivian Automotive Inc Class A | $302K |
VOEVanguard Mid Cap Value ETF | $300K |
IYJiShares US Industrials ETF | $296K |
VFFVXVanguard Target Retirement 2055 Fund | $284K |
VUGVanguard Growth Index ETF | $275K |
—LVIP American Century Capital Appreciation Fund | $274K |
VBTLXVANGUARD DEVELOPED MARKETS INDEX ADMIRAL | $265K |
RSPNInvsc SP 500 Equal WGHT Indstrl ETF | $263K |
GILDGilead Sciences Inc | $257K |
DONSPDR Dow Jones Industrial Avrg ETF | $256K |
VFIAXVANGUARD MID CAP INDEX ADM | $252K |
AVGOBroadcom Inc | $249K |
PEPPepsico Inc | $243K |
VXUSVanguard Total Interntl Stock ETF IV | $236K |
CUBECubesmart REIT | $227K |
IVWiShares S&P 500 Growth ETF | $221K |
VVisa Inc Class A | $221K |
SPMDSPDR Portfolio S&P 400 Mid Cap ETF | $212K |
WMTWalMart Inc | $210K |
NVSNNovartis AG F Sponsored ADR | $210K |
MURNXMoA Clear Passage 2050 Fund | $209K |
METAFacebook Inc Class A | $207K |
ABTAbbott Laboratories | $205K |
DFUVDimensional US Marketwide Value ETF | $203K |
VWEAXVanguard High-Yield Corporate Adm | $160K |
VIGAXVngrd Gr Indx Adml | $116K |
FXAIXFid 500 Indx Fund | $42K |
VTIAXVanguard Total International Stock Index Fund Admiral Shares | $27K |
VUSXXVANGUARD TREASURY MONEY MARKET INV | $27K |
DBLFXDoubleLine Core Fixed Income Fund | $24K |
VBTLXVanguard Total bond Market Index Admiral | $18K |
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