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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

WBH ADVISORY INC INSTITUTION : WBH ADVISORY INC
WBH ADVISORY INC Portfolio (reported on 2020-05-07)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
SPDR S&P 500    (ETF) SPY 57,429,000 22,227 13.46%
Vanguard InfoTech    (ETF) VGT 29,024,000 136,973 6.80%
Vanguard Total Stk    (ETF) VTI 21,082,000 163,547 4.94%
Vanguard Health    (ETF) VHT 14,789,000 89,043 3.46%
Schwab US Broad    (ETF) SCHB 14,261,000 236,006 3.34%
Vanguard Total World    (ETF) 11,139,000 177,381 2.61%
Vanguard SmallCap    (ETF) VB 9,941,000 86,118 2.33%
Vanguard Ttl Intl    (ETF) VXUS 8,371,000 199,502 1.96%
Vanguard Fin    (ETF) VFH 8,108,000 159,864 1.90%
Microsoft Corp    (COM) MSFT 6,896,000 43,730 1.61%
Communication Svs    (ETF) 6,675,000 150,887 1.56%
Vanguard Interediate Govt    (ETF) VGIT 6,432,000 91,176 1.50%
iShares Core S&P US Stock    (ETF) ISI 6,125,000 107,068 1.43%
Healthcare SPDR    (COM) XLV 5,709,000 64,456 1.33%
Consumer Discr SPDR    (ETF) XLY 5,537,000 56,458 1.29%
Johnson & Johnson    (COM) JNJ 5,239,000 39,956 1.22%
Apple Computer    (COM) AAPL 5,231,000 20,571 1.22%
SPDR S&P 500    (ETF) ELR 5,186,000 171,467 1.21%
Procter & Gamble    (COM) PG 4,750,000 43,183 1.11%
Technology SPDR    (ETF) XLK 4,473,000 55,666 1.04%
Industrial SPDR    (COM) XLI 4,039,000 68,448 0.94%
Schwab US Lg Cap    (ETF) SCHX 3,879,000 63,331 0.90%
Vanguard Sh-Term Corp    (ETF) VCSH 3,861,000 48,814 0.90%
PepsiCo    (COM) PEP 3,813,000 31,750 0.89%
Walt Disney    (COM) DIS 3,741,000 38,732 0.87%
McDonalds    (COM) MCD 3,657,000 22,117 0.85%
Consumer Stpls SPDR    (ETF) XLP 3,570,000 65,553 0.83%
Invesco QQQ    (ETF) 3,330,000 17,489 0.78%
Berkshire Htwy Cl B    (COM) BRK.B 3,319,000 18,158 0.77%
Vanguard FTSE    (ETF) VEU 3,272,000 79,784 0.76%
Schwab Intl Equity    (ETF) SCHF 3,119,000 120,707 0.73%
Vgrd Idx Total Bnd    (ETF) BND 3,067,000 35,938 0.71%
iShres Core MSCI AEFE    (ETF) IEFA 3,043,000 61,006 0.71%
Financial Select    (COM) XLF 3,034,000 145,745 0.71%
Nike    (COM) NKE 2,908,000 35,149 0.68%
Intel Corp    (COM) INTC 2,869,000 53,020 0.67%
ishares Emerg Mkts    (ETF) IEMG 2,490,000 61,541 0.58%
Vanguard Utilities    (ETF) VPU 2,432,000 19,947 0.57%
Ishares CoreMSCI    (ETF) IXUS 2,411,000 51,290 0.56%
Costco    (COM) COST 2,378,000 8,343 0.55%
Energy Select SPDR    (ETF) XLE 2,371,000 81,594 0.55%
Cisco Systems Inc    (COM) CSCO 2,287,000 58,194 0.53%
Eli Lilly Company    (COM) LLY 1,997,000 14,399 0.46%
Utilities SPDR    (ETF) XLU 1,982,000 35,770 0.46%
SPDR S&P 400 Mid Cap    (ETF) EMM 1,982,000 78,273 0.46%
Kimberly Clark    (COM) KMB 1,975,000 15,448 0.46%
SPDR Portfolio Sm Ca;    (ETF) TWOK 1,908,000 87,364 0.44%
Real Estate Select SPDR    (ETF) 1,889,000 60,953 0.44%
Vanguard Telecom    (ETF) VOX 1,819,000 23,883 0.42%
Merck    (COM) MRK 1,790,000 23,276 0.41%
3 M Company    (COM) MMM 1,766,000 12,938 0.41%
Verizon Comm    (COM) VZ 1,762,000 32,808 0.41%
McCormick    (COM) MKC/V 1,646,000 11,657 0.38%
Sun Communities    (COM) SUI 1,618,000 12,964 0.37%
Cummins Inc    (COM) CMI 1,591,000 11,762 0.37%
Pfizer    (COM) PFE 1,518,000 46,533 0.35%
Amazon com    (COM) AMZN 1,485,000 762 0.34%
Schwab Emrg Mkt    (ETF) SCHE 1,483,000 71,696 0.34%
Visa    (CL A ) V 1,466,000 9,100 0.34%
Coca-Cola Company    (COM) KO 1,449,000 32,757 0.33%
Amer Tower    (COM) AMT 1,412,000 6,485 0.33%
Travelers Co    (COM) TRV 1,328,000 13,373 0.31%
Walmart Stores    (COM) WMT 1,327,000 11,683 0.31%
Vanguard Industrials    (ETF) VIS 1,314,000 11,916 0.30%
Yum! Brands Inc    (COM) YUM 1,314,000 19,187 0.30%
Starbucks    (COM) SBUX 1,273,000 19,369 0.29%
Abbott Labs    (COM) ABT 1,244,000 15,773 0.29%
Northrop Grumman    (COM) NOC 1,229,000 4,062 0.28%
J P Morgan    (COM) JPM 1,226,000 13,628 0.28%
A T & T    (COM) T 1,224,000 42,000 0.28%
Schwab US Div Equity    (ETF) SCHD 1,214,000 27,000 0.28%
Norfolk Southern    (COM) NSC 1,180,000 8,088 0.27%
Bristol Myers    (COM) BMY 1,169,000 20,990 0.27%
CSX Corp    (COM) CSX 1,135,000 19,808 0.26%
iShares Core S&P Small    (ETF) IJR 1,134,000 20,227 0.26%
Lowes    (COM) LOW 1,132,000 13,162 0.26%
Alphabet Inc Cl C    (CAP STK) GOOG 1,095,000 942 0.25%
Home Depot    (COM) HD 1,092,000 5,848 0.25%
Facebook    (COM) FB 1,079,000 6,469 0.25%
ColgatePalmolive    (COM) CL 1,073,000 16,180 0.25%
Waste Mgmt    (COM) WMI 1,065,000 11,507 0.24%
Vguard Emer Mkt    (ETF) VWO 1,061,000 31,629 0.24%
Alphabet Inc Cl A    (CAP STK) GOOGL 1,017,000 876 0.23%
Vanguarrd REIT    (ETF) VNQ 998,000 14,297 0.23%
Schwb US Bond    (ETF) SCHZ 985,000 18,157 0.23%
BankAmerica    (COM) BAC 974,000 45,901 0.22%
Mastercard    (COM) MA 963,000 3,990 0.22%
Nextera Energy    (COM) NEE 947,000 3,936 0.22%
Vanguard Cons Spls    (ETF) VDC 937,000 6,801 0.21%
Vgrd Bd Short Term    (ETF) BSV 921,000 11,209 0.21%
Schwab US Sml Cap    (ETF) SCHA 907,000 17,605 0.21%
Oracle Corp    (COM) ORCL 886,000 18,334 0.20%
Caterpillar Inc    (COM) CAT 882,000 7,602 0.20%
Chevron Corp    (COM) CVX 878,000 12,122 0.20%
Target Inc    (COM) TGT 876,000 9,427 0.20%
United Tech    (COM) UTX 870,000 9,225 0.20%
Boeing Co    (COM) BA 839,000 5,627 0.19%
Abbvie    (COM) ABBV 837,000 10,998 0.19%
Honeywell Intl    (COM) HON 834,000 6,234 0.19%
Vanguard S&P 500    (ETF) VOO 818,000 3,457 0.19%
Public Storage    (COM) PSA 777,000 3,915 0.18%
iShares S&P Mid    (ETF) IJH 774,000 5,383 0.18%
CVS Caremark    (COM) CVS 755,000 12,737 0.17%
iShares Select Div    (ETF) DVY 736,000 10,014 0.17%
Comcast    (COM) CMCSA 718,000 20,910 0.16%
Invesco Div Achievers    (ETF) 705,000 28,599 0.16%
Altria Group Inc    (COM) MO 704,000 18,212 0.16%
Materials Select SPDR    (ETF) XLB 702,000 15,591 0.16%
Duke Energy    (COM) DUK 696,000 8,616 0.16%
FedEx Corp    (COM) FDX 687,000 5,666 0.16%
Vanguard Value    (ETF) VTV 663,000 7,452 0.15%
Goldman Sachs ETF Tr    (ETF) 657,000 12,599 0.15%
Union Pacific    (COM) UNP 655,000 4,648 0.15%
Netflix    (COM) NFLX 650,000 1,732 0.15%
AJ Gallagher Co    (COM) AJG 648,000 7,950 0.15%
Exxon Mobil    (COM) XOM 623,000 16,418 0.14%
Intuit    (COM) INTU 622,000 2,705 0.14%
Chubb Ltd    (COM) CB 621,000 5,562 0.14%
Amer Electric    (COM) AEP 616,000 7,707 0.14%
ADP    (COM) ADP 606,000 4,437 0.14%
Vanguard Mid Cap    (ETF) VO 598,000 4,547 0.14%
Celanese Corp    (COM) CE 597,000 8,142 0.14%
Vanguard Energy    (ETF) VDE 586,000 15,338 0.13%
iShares Edge MSCI Min Vol    (ETF) USMV 579,000 10,729 0.13%
Lockheed Martin    (COM) LMT 574,000 1,694 0.13%
iShares Edge MSCI Qlty Fac    (ETF) QUAL 567,000 7,001 0.13%
Prudential Financial    (COM) PRU 561,000 10,777 0.13%
IBM    (COM) IBM 551,000 4,972 0.12%
V F Corporation    (COM) VFC 525,000 9,710 0.12%
Schwab US Mid-Cap    (ETF) SCHM 525,000 12,452 0.12%
Hershey    (COM) HSY 521,000 3,936 0.12%
Mondelez    (COM) 511,000 10,214 0.11%
Vanguard ConsDiscr    (COM) VCR 510,000 3,511 0.11%
Sherwin Williams    (COM) SHW 505,000 1,100 0.11%
Exelon Corporation    (COM) EXC 505,000 13,724 0.11%
Vanguard FTSE Dev Mkt    (ETF) VEA 503,000 15,098 0.11%
Vanguard Tax Ex Bond    (ETF) 492,000 9,310 0.11%
Amer Express    (COM) AXP 490,000 5,734 0.11%
Blackstone Group    (COM) BX 489,000 10,745 0.11%
Danaher Corp    (COM) DHR 477,000 3,450 0.11%
iShares NA Tech    (ETF) IGV 452,000 2,150 0.10%
Inveso Buy Back Achievers    (ETF) 451,000 9,308 0.10%
PhilipMorrisIntl    (COM) PM 446,000 6,122 0.10%
Churchill Downs    (COM) CHDN 442,000 4,300 0.10%
Clorox    (COM) CLX 440,000 2,542 0.10%
SPDR DJIA    (ETF) DIA 439,000 2,006 0.10%
StanleyBlackDecker    (COM) SWK 431,000 4,315 0.10%
iShares MSCI USA Momentum    (ETF) 427,000 4,018 0.10%
T Rowe Price Associates    (COM) TROW 426,000 4,370 0.09%
Vgrd Interm Bond    (ETF) BIV 412,000 4,623 0.09%
WW Grainger    (COM) GWW 412,000 1,660 0.09%
Dunkin Brands    (COM) DNKN 383,000 7,227 0.08%
Constellation Brand    (COM) STZ 382,000 2,668 0.08%
Becton Dickinson    (COM) BDX 379,000 1,650 0.08%
Metlife Inc    (COM) MET 379,000 12,417 0.08%
Alibaba Group    (COM) BABA 377,000 1,942 0.08%
Vanguard Materials    (ETF) VAW 374,000 3,894 0.08%
Deere    (COM) DE 362,000 2,622 0.08%
Yum China    (COM) 358,000 8,410 0.08%
Alliant Energy    (COM) LNT 357,000 7,408 0.08%
Amgen    (COM) AMGN 348,000 1,717 0.08%
Kellogg Company    (COM) K 340,000 5,682 0.07%
Medtronic Inc    (COM) MDT 336,000 3,430 0.07%
Citigroup    (COM) C 334,000 7,950 0.07%
ConocoPhillips    (COM) COP 328,000 10,680 0.07%
Paypal    (COM) PYPL 325,000 3,398 0.07%
Blackrock Inc    (COM) BLK 324,000 738 0.07%
Schwab Sh-Trm US Treas    (ETF) SCHO 319,000 6,172 0.07%
PPL Corp    (COM) PPL 319,000 12,964 0.07%
Aflac Inc    (COM) AFL 316,000 9,258 0.07%
Mercadolibre    (COM) 308,000 631 0.07%
General Electric    (COM) GE 308,000 38,875 0.07%
Emerson Electric    (COM) EMR 308,000 6,475 0.07%
General Mills Inc    (COM) GIS 306,000 5,815 0.07%
Fidelity Total Bond    (ETF) 301,000 5,822 0.07%
Illinois Tool    (COM) ITW 300,000 2,116 0.07%
Air Products    (COM) 299,000 1,500 0.07%
iShares ESG MSCI USA    (ETF) 296,000 5,150 0.06%
PPG Ind    (COM) PPG 290,000 3,472 0.06%
Vguard Lg Cap    (ETF) VV 281,000 2,377 0.06%
iShares Nasdaq Biotech    (ETF) IBB 274,000 2,549 0.06%
iShares Core Div Grwth    (ETF) DGRO 274,000 8,426 0.06%
iSahres S&P 500 Value    (ETF) IVE 274,000 2,856 0.06%
iShares S&P Grwth    (ETF) IVW 272,000 1,653 0.06%
Berkshire Htwy Cl A    (COM) 272,000 100 0.06%
Accenture    (CL A) ACN 270,000 1,654 0.06%
iShares Core High Div    (ETF) HDV 269,000 3,770 0.06%
Invesco Dyn Sofwater    (ETF) 269,000 3,142 0.06%
SPDR Nuv Barclays Capital    (ETF) 269,000 5,520 0.06%
Firstenergy    (COM) FE 268,000 6,702 0.06%
Phillips 66    (COM) PSX 266,000 4,974 0.06%
Eastman Chem    (COM) EMN 265,000 5,702 0.06%
ServiceNow    (COM) NOW 259,000 905 0.06%
Masco    (COM) MAS 256,000 7,425 0.06%
iShares Nat'l Muni Bond    (ETF) MUB 253,000 2,242 0.05%
Intuitive Surgical    (COM) ISRG 250,000 506 0.05%
Truist Financial    (COM) 250,000 8,111 0.05%
Fiserv    (COM) FISV 248,000 2,612 0.05%
Vanguard Growth    (ETF) VUG 245,000 1,567 0.05%
PNC Financial    (COM) PNC 235,000 2,463 0.05%
1 2 Next >Full Portfolio View
Total Value As 2020-03-31: 426,367,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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