ADAMSBROWN WEALTH CONSULTANTS LLC Holdings

ADAMSBROWN WEALTH CONSULTANTS LLC is an investment fund managing more than 131.4M US dollars. The largest holdings include Schwab U.S. Dividend Equity ETF, Capital Group Growth ETF and J P MORGAN EXCHANGE TRADED F. In Q3 2022 the fund bought assets of total value of 24.4M US dollars and sold assets of total value of 19.87M US dollars.

$131.39M

portfolio value

-5.73%

quarter

ADAMSBROWN WEALTH CONSULTANTS LLC portfolio changes

Portfolio changes (number of shares)
Period	Buy	Sel
Q1 2022	18886000	4366000
Q2 2022	20813000	18860000
Q3 2022	24399000	19874000

ADAMSBROWN WEALTH CONSULTANTS LLC 13F holdings

Stock	Position type	Portfolio share	Portfolio value	Avg. open price	Current price	P/L	Last change
Schwab U.S. Dividend Equity ETF Portfolio share: 15.22% Portfolio value: 19.99M Avg. open price: $77.91 Current price: $79.01 P/L: +1.41% Bought +8.02% shares Q3 2022	share	15.22%	19.99M	$77.91	$79.01	+1.41%	Bought +8.02% shares Q3 2022
Capital Group Growth ETF Portfolio share: 11.12% Portfolio value: 14.61M Avg. open price: $19.96 Current price: $21.59 P/L: +8.17% Bought +96.96% shares Q3 2022	share	11.12%	14.61M	$19.96	$21.59	+8.17%	Bought +96.96% shares Q3 2022
J P MORGAN EXCHANGE TRADED F Portfolio share: 7.55% Portfolio value: 9.92M Avg. open price: N/A Current price: N/A P/L: N/A Bought +17.64% shares Q3 2022	share	7.55%	9.92M	N/A	N/A	N/A	Bought +17.64% shares Q3 2022
First Trust Institutional Preferred Securities and Income ETF Portfolio share: 5.99% Portfolio value: 7.86M Avg. open price: $19.45 Current price: $17.7 P/L: -8.98% Bought +8.54% shares Q3 2022	share	5.99%	7.86M	$19.45	$17.7	-8.98%	Bought +8.54% shares Q3 2022
SPDR Portfolio S&P 600 Small Cap ETF Portfolio share: 4.21% Portfolio value: 5.52M Avg. open price: $41.36 Current price: $39.85 P/L: -3.65% Bought +16.64% shares Q3 2022	share	4.21%	5.52M	$41.36	$39.85	-3.65%	Bought +16.64% shares Q3 2022
JPMorgan Diversified Return U.S. Mid Cap Equity ETF Portfolio share: 4.20% Portfolio value: 5.52M Avg. open price: N/A Current price: $88.88 P/L: N/A N/A Q3 2022	share	4.20%	5.52M	N/A	$88.88	N/A	N/A Q3 2022
SPDR S&P Dividend ETF Portfolio share: 3.96% Portfolio value: 5.19M Avg. open price: $127.49 Current price: $131.57 P/L: +3.20% Bought +3.19% shares Q3 2022	share	3.96%	5.19M	$127.49	$131.57	+3.20%	Bought +3.19% shares Q3 2022
abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF Portfolio share: 3.89% Portfolio value: 5.10M Avg. open price: $37.2 Current price: $36.57 P/L: -1.71% Bought +52.08% shares Q3 2022	share	3.89%	5.10M	$37.2	$36.57	-1.71%	Bought +52.08% shares Q3 2022
Goldman Sachs ActiveBeta Emerging Markets Equity ETF Portfolio share: 3.58% Portfolio value: 4.7M Avg. open price: $32.09 Current price: $29.1 P/L: -9.31% Bought +54.32% shares Q3 2022	share	3.58%	4.7M	$32.09	$29.1	-9.31%	Bought +54.32% shares Q3 2022
Fidelity MSCI Real Estate Index ETF Portfolio share: 3.19% Portfolio value: 4.18M Avg. open price: $30.28 Current price: $26.13 P/L: -13.71% Bought +44.09% shares Q3 2022	share	3.19%	4.18M	$30.28	$26.13	-13.71%	Bought +44.09% shares Q3 2022
Vanguard Developed Markets Index Fund Portfolio share: 3.12% Portfolio value: 4.10M Avg. open price: $46.27 Current price: $43.74 P/L: -5.47% Bought +35.03% shares Q3 2022	share	3.12%	4.10M	$46.27	$43.74	-5.47%	Bought +35.03% shares Q3 2022
Consumer Electronics Apple Inc. Portfolio share: 2.37% Portfolio value: 3.11M Avg. open price: $158.07 Current price: $147.4 P/L: -6.75% Bought +16.28% shares Q3 2022	share	2.37%	3.11M	$158.07	$147.4	-6.75%	Bought +16.28% shares Q3 2022
Schwab U.S. Aggregate Bond ETF Portfolio share: 1.80% Portfolio value: 2.36M Avg. open price: $53.88 Current price: $46.74 P/L: -13.25% Sold -70.33% shares Q3 2022	share	1.80%	2.36M	$53.88	$46.74	-13.25%	Sold -70.33% shares Q3 2022
Schwab U.S. Mid-Cap ETF Portfolio share: 1.61% Portfolio value: 2.11M Avg. open price: $80.5 Current price: $69.92 P/L: -13.14% Sold -70.49% shares Q3 2022	share	1.61%	2.11M	$80.5	$69.92	-13.14%	Sold -70.49% shares Q3 2022
BERKSHIRE HATHAWAY INC DEL Portfolio share: 1.50% Portfolio value: 1.97M Avg. open price: N/A Current price: N/A P/L: N/A Bought +0.04% shares Q3 2022	share	1.50%	1.97M	N/A	N/A	N/A	Bought +0.04% shares Q3 2022
VictoryShares USAA Core Short-Term Bond ETF Portfolio share: 1.16% Portfolio value: 1.52M Avg. open price: $48.97 Current price: $48.8 P/L: -0.35% Bought +160.14% shares Q3 2022	share	1.16%	1.52M	$48.97	$48.8	-0.35%	Bought +160.14% shares Q3 2022
Discount Stores Walmart Inc. Portfolio share: 1.13% Portfolio value: 1.48M Avg. open price: $143.13 Current price: $153.22 P/L: +7.05% Bought +0.25% shares Q3 2022	share	1.13%	1.48M	$143.13	$153.22	+7.05%	Bought +0.25% shares Q3 2022
Oil & Gas Integrated Exxon Mobil Corporation Portfolio share: 1.05% Portfolio value: 1.37M Avg. open price: $85.64 Current price: $111.02 P/L: +29.64% Bought +0.96% shares Q3 2022	share	1.05%	1.37M	$85.64	$111.02	+29.64%	Bought +0.96% shares Q3 2022
ISHARES TR Portfolio share: 1.00% Portfolio value: 1.30M Avg. open price: N/A Current price: N/A P/L: N/A Sold -16.35% shares Q3 2022	share	1.00%	1.30M	N/A	N/A	N/A	Sold -16.35% shares Q3 2022
Home Improvement Retail Lowe's Companies, Inc. Portfolio share: 0.94% Portfolio value: 1.23M Avg. open price: $256.28 Current price: $213.04 P/L: -16.87% Sold -0.77% shares Q3 2022	share	0.94%	1.23M	$256.28	$213.04	-16.87%	Sold -0.77% shares Q3 2022
iShares MSCI Intl Quality Factor ETF Portfolio share: 0.93% Portfolio value: 1.22M Avg. open price: $36.74 Current price: $33.75 P/L: -8.13% Bought +3.52% shares Q3 2022	share	0.93%	1.22M	$36.74	$33.75	-8.13%	Bought +3.52% shares Q3 2022
Technology Select Sector SPDR Fund Portfolio share: 0.93% Portfolio value: 1.22M Avg. open price: $169.61 Current price: $135.36 P/L: -20.19% Sold -14.14% shares Q3 2022	share	0.93%	1.22M	$169.61	$135.36	-20.19%	Sold -14.14% shares Q3 2022
SPDR Blackstone Senior Loan ETF Portfolio share: 0.90% Portfolio value: 1.18M Avg. open price: $41.64 Current price: $41.36 P/L: -0.67% Bought +162.24% shares Q3 2022	share	0.90%	1.18M	$41.64	$41.36	-0.67%	Bought +162.24% shares Q3 2022
Invesco QQQ Trust Portfolio share: 0.89% Portfolio value: 1.16M Avg. open price: $369.31 Current price: $290.59 P/L: -21.32% N/A Q3 2022	share	0.89%	1.16M	$369.31	$290.59	-21.32%	N/A Q3 2022
Utilities—Regulated Electric Evergy, Inc. Portfolio share: 0.88% Portfolio value: 1.16M Avg. open price: $68.31 Current price: $58.5 P/L: -14.37% Bought +0.63% shares Q3 2022	share	0.88%	1.16M	$68.31	$58.5	-14.37%	Bought +0.63% shares Q3 2022
Beverages—Non-Alcoholic PepsiCo, Inc. Portfolio share: 0.82% Portfolio value: 1.07M Avg. open price: $170.02 Current price: $185.69 P/L: +9.22% Bought +3.61% shares Q3 2022	share	0.82%	1.07M	$170.02	$185.69	+9.22%	Bought +3.61% shares Q3 2022
WisdomTree U.S. LargeCap Dividend Fund Portfolio share: 0.77% Portfolio value: 1.00M Avg. open price: N/A Current price: $64.57 P/L: N/A Sold -33.00% shares Q3 2022	share	0.77%	1.00M	N/A	$64.57	N/A	Sold -33.00% shares Q3 2022
Invesco NASDAQ 100 ETF Portfolio share: 0.76% Portfolio value: 999K Avg. open price: $115.2 Current price: $120.35 P/L: +4.47% Bought +196.99% shares Q3 2022	share	0.76%	999K	$115.2	$120.35	+4.47%	Bought +196.99% shares Q3 2022
Software—Infrastructure Microsoft Corporation Portfolio share: 0.67% Portfolio value: 874K Avg. open price: $335.55 Current price: $253.22 P/L: -24.54% Sold -7.47% shares Q3 2022	share	0.67%	874K	$335.55	$253.22	-24.54%	Sold -7.47% shares Q3 2022
Asset Management FS KKR Capital Corp. Portfolio share: 0.64% Portfolio value: 837K Avg. open price: $19.63 Current price: $19.9 P/L: +1.37% Bought +8.39% shares Q3 2022	share	0.64%	837K	$19.63	$19.9	+1.37%	Bought +8.39% shares Q3 2022
Vanguard 500 Index Fund Portfolio share: 0.60% Portfolio value: 794K Avg. open price: $346.88 Current price: $371.35 P/L: +7.05% Bought +7.80% shares Q3 2022	share	0.60%	794K	$346.88	$371.35	+7.05%	Bought +7.80% shares Q3 2022
WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund Portfolio share: 0.58% Portfolio value: 768K Avg. open price: $45.59 Current price: $46.05 P/L: +1.01% Bought +177.84% shares Q3 2022	share	0.58%	768K	$45.59	$46.05	+1.01%	Bought +177.84% shares Q3 2022
Household & Personal Products The Procter & Gamble Company Portfolio share: 0.57% Portfolio value: 752K Avg. open price: $150.28 Current price: $149.88 P/L: -0.27% Bought +1.05% shares Q3 2022	share	0.57%	752K	$150.28	$149.88	-0.27%	Bought +1.05% shares Q3 2022
Internet Retail Amazon.com, Inc. Portfolio share: 0.57% Portfolio value: 749K Avg. open price: $2,418.15 Current price: $93.62 P/L: -96.13% Bought +9.86% shares Q3 2022	share	0.57%	749K	$2,418.15	$93.62	-96.13%	Bought +9.86% shares Q3 2022
Conglomerates 3M Company Portfolio share: 0.56% Portfolio value: 734K Avg. open price: $173.01 Current price: $126.99 P/L: -26.60% Sold -0.21% shares Q3 2022	share	0.56%	734K	$173.01	$126.99	-26.60%	Sold -0.21% shares Q3 2022
Packaged Foods General Mills, Inc. Portfolio share: 0.53% Portfolio value: 702K Avg. open price: $75.45 Current price: $86.52 P/L: +14.67% Bought +1.55% shares Q3 2022	share	0.53%	702K	$75.45	$86.52	+14.67%	Bought +1.55% shares Q3 2022
ISHARES TR Portfolio share: 0.47% Portfolio value: 624K Avg. open price: N/A Current price: N/A P/L: N/A Sold -39.56% shares Q3 2022	share	0.47%	624K	N/A	N/A	N/A	Sold -39.56% shares Q3 2022
Capital Group Core Plus Income ETF Portfolio share: 0.44% Portfolio value: 578K Avg. open price: N/A Current price: $22.75 P/L: N/A N/A Q3 2022	share	0.44%	578K	N/A	$22.75	N/A	N/A Q3 2022
SPDR S&P 500 ETF Trust Portfolio share: 0.40% Portfolio value: 531K Avg. open price: $377.25 Current price: $403.95 P/L: +7.08% Bought +8.06% shares Q3 2022	share	0.40%	531K	$377.25	$403.95	+7.08%	Bought +8.06% shares Q3 2022
Food Distribution Sysco Corporation Portfolio share: 0.40% Portfolio value: 519K Avg. open price: $84.71 Current price: $85.33 P/L: +0.73% Bought +0.03% shares Q3 2022	share	0.40%	519K	$84.71	$85.33	+0.73%	Bought +0.03% shares Q3 2022
Vanguard Mid Cap Index Fund Portfolio share: 0.37% Portfolio value: 491K Avg. open price: $234.32 Current price: $216.85 P/L: -7.45% Bought +3.12% shares Q3 2022	share	0.37%	491K	$234.32	$216.85	-7.45%	Bought +3.12% shares Q3 2022
Oil & Gas Midstream ONEOK, Inc. Portfolio share: 0.37% Portfolio value: 483K Avg. open price: $65.59 Current price: $67.2 P/L: +2.46% Bought +5.94% shares Q3 2022	share	0.37%	483K	$65.59	$67.2	+2.46%	Bought +5.94% shares Q3 2022
Drug Manufacturers—General Johnson & Johnson Portfolio share: 0.34% Portfolio value: 445K Avg. open price: $173.25 Current price: $178.88 P/L: +3.25% Sold -1.45% shares Q3 2022	share	0.34%	445K	$173.25	$178.88	+3.25%	Sold -1.45% shares Q3 2022
iShares Core S&P 500 ETF Portfolio share: 0.33% Portfolio value: 436K Avg. open price: $478.18 Current price: $408.71 P/L: -14.53% Sold -24.39% shares Q3 2022	share	0.33%	436K	$478.18	$408.71	-14.53%	Sold -24.39% shares Q3 2022
Closed-End Fund - Equity Vanguard Total Stock Market Index Fund Portfolio share: 0.32% Portfolio value: 420K Avg. open price: $242.21 Current price: $203.99 P/L: -15.78% Sold -4.49% shares Q3 2022	share	0.32%	420K	$242.21	$203.99	-15.78%	Sold -4.49% shares Q3 2022
Integrated Freight & Logistics United Parcel Service, Inc. Portfolio share: 0.28% Portfolio value: 367K Avg. open price: $214.46 Current price: $189.39 P/L: -11.69% Sold -2.78% shares Q3 2022	share	0.28%	367K	$214.46	$189.39	-11.69%	Sold -2.78% shares Q3 2022
Schwab Intermediate-Term U.S. Treasury ETF Portfolio share: 0.28% Portfolio value: 366K Avg. open price: N/A Current price: $50.12 P/L: N/A Sold -42.89% shares Q3 2022	share	0.28%	366K	N/A	$50.12	N/A	Sold -42.89% shares Q3 2022
iShares Core S&P Small-Cap ETF Portfolio share: 0.28% Portfolio value: 362K Avg. open price: N/A Current price: $102.13 P/L: N/A Sold -36.67% shares Q3 2022	share	0.28%	362K	N/A	$102.13	N/A	Sold -36.67% shares Q3 2022
Drug Manufacturers—General Pfizer Inc. Portfolio share: 0.27% Portfolio value: 359K Avg. open price: $55.08 Current price: $50.68 P/L: -7.99% Bought +10.06% shares Q3 2022	share	0.27%	359K	$55.08	$50.68	-7.99%	Bought +10.06% shares Q3 2022
Telecom Services Verizon Communications Inc. Portfolio share: 0.26% Portfolio value: 337K Avg. open price: $51.29 Current price: $37.84 P/L: -26.23% Bought +0.86% shares Q3 2022	share	0.26%	337K	$51.29	$37.84	-26.23%	Bought +0.86% shares Q3 2022
Vanguard Small Cap Index Fund Portfolio share: 0.26% Portfolio value: 336K Avg. open price: $226.36 Current price: $196.57 P/L: -13.16% Sold -1.70% shares Q2 2022	share	0.26%	336K	$226.36	$196.57	-13.16%	Sold -1.70% shares Q2 2022
Conglomerates Honeywell International Inc. Portfolio share: 0.25% Portfolio value: 332K Avg. open price: $184.2 Current price: $218.34 P/L: +18.54% Bought +0.05% shares Q3 2022	share	0.25%	332K	$184.2	$218.34	+18.54%	Bought +0.05% shares Q3 2022
Vanguard Information Technology Index Fund Portfolio share: 0.24% Portfolio value: 320K Avg. open price: $460.46 Current price: $347.21 P/L: -24.59% Sold -10.34% shares Q3 2022	share	0.24%	320K	$460.46	$347.21	-24.59%	Sold -10.34% shares Q3 2022
SPDR Gold Shares Portfolio share: 0.24% Portfolio value: 314K Avg. open price: $172.79 Current price: $166.7 P/L: -3.53% Sold -8.01% shares Q3 2022	share	0.24%	314K	$172.79	$166.7	-3.53%	Sold -8.01% shares Q3 2022
Farm & Heavy Construction Machinery Deere & Company Portfolio share: 0.23% Portfolio value: 302K Avg. open price: $374.45 Current price: $445.61 P/L: +19.00% Bought +16.47% shares Q3 2022	share	0.23%	302K	$374.45	$445.61	+19.00%	Bought +16.47% shares Q3 2022
Oil & Gas Integrated Chevron Corporation Portfolio share: 0.23% Portfolio value: 301K Avg. open price: N/A Current price: $182.65 P/L: N/A Sold -1.04% shares Q3 2022	share	0.23%	301K	N/A	$182.65	N/A	Sold -1.04% shares Q3 2022
Vanguard Small Cap Value Index Fund Portfolio share: 0.23% Portfolio value: 300K Avg. open price: $178.69 Current price: $169.37 P/L: -5.22% Bought +0.19% shares Q1 2022	share	0.23%	300K	$178.69	$169.37	-5.22%	Bought +0.19% shares Q1 2022
Auto Manufacturers Tesla, Inc. Portfolio share: 0.23% Portfolio value: 298K Avg. open price: $901.24 Current price: $189.49 P/L: -78.97% Bought +3.03% shares Q3 2022	share	0.23%	298K	$901.24	$189.49	-78.97%	Bought +3.03% shares Q3 2022
Grocery Stores The Kroger Co. Portfolio share: 0.22% Portfolio value: 292K Avg. open price: N/A Current price: $47.57 P/L: N/A Sold -1.81% shares Q3 2022	share	0.22%	292K	N/A	$47.57	N/A	Sold -1.81% shares Q3 2022
Aerospace & Defense The Boeing Company Portfolio share: 0.22% Portfolio value: 290K Avg. open price: $201.32 Current price: $181.7 P/L: -9.75% Bought +7.17% shares Q2 2022	share	0.22%	290K	$201.32	$181.7	-9.75%	Bought +7.17% shares Q2 2022
Schwab Emerging Markets Equity ETF Portfolio share: 0.22% Portfolio value: 286K Avg. open price: N/A Current price: $24.95 P/L: N/A N/A Q3 2022	share	0.22%	286K	N/A	$24.95	N/A	N/A Q3 2022
Beverages—Non-Alcoholic The Coca-Cola Company Portfolio share: 0.21% Portfolio value: 270K Avg. open price: $61.2 Current price: $64.35 P/L: +5.15% Bought +2.10% shares Q3 2022	share	0.21%	270K	$61.2	$64.35	+5.15%	Bought +2.10% shares Q3 2022
Schwab U.S. Large-Cap Growth ETF Portfolio share: 0.20% Portfolio value: 267K Avg. open price: $125.78 Current price: $60.58 P/L: -51.84% Sold -11.00% shares Q3 2022	share	0.20%	267K	$125.78	$60.58	-51.84%	Sold -11.00% shares Q3 2022
Banks—Regional Equity Bancshares, Inc. Portfolio share: 0.20% Portfolio value: 267K Avg. open price: N/A Current price: $36.89 P/L: N/A Sold -39.96% shares Q3 2022	share	0.20%	267K	N/A	$36.89	N/A	Sold -39.96% shares Q3 2022
Semiconductors Advanced Micro Devices, Inc. Portfolio share: 0.20% Portfolio value: 260K Avg. open price: $90.96 Current price: $74.47 P/L: -18.13% Bought +23.80% shares Q3 2022	share	0.20%	260K	$90.96	$74.47	-18.13%	Bought +23.80% shares Q3 2022
Drug Manufacturers—General Merck & Co., Inc. Portfolio share: 0.20% Portfolio value: 259K Avg. open price: $77.72 Current price: $110.04 P/L: +41.59% Bought +0.10% shares Q3 2022	share	0.20%	259K	$77.72	$110.04	+41.59%	Bought +0.10% shares Q3 2022
Energy Select Sector SPDR Fund Portfolio share: 0.18% Portfolio value: 237K Avg. open price: N/A Current price: $90.31 P/L: N/A Sold -0.93% shares Q3 2022	share	0.18%	237K	N/A	$90.31	N/A	Sold -0.93% shares Q3 2022
Asset Management PIMCO Municipal Income Fund II Portfolio share: 0.18% Portfolio value: 233K Avg. open price: N/A Current price: $9.57 P/L: N/A N/A Q4 2021	share	0.18%	233K	N/A	$9.57	N/A	N/A Q4 2021
Oil & Gas E&P ConocoPhillips Portfolio share: 0.18% Portfolio value: 231K Avg. open price: N/A Current price: $123.43 P/L: N/A Sold -0.49% shares Q3 2022	share	0.18%	231K	N/A	$123.43	N/A	Sold -0.49% shares Q3 2022
Entertainment The Walt Disney Company Portfolio share: 0.16% Portfolio value: 216K Avg. open price: $155.93 Current price: $98.72 P/L: -36.69% Sold -4.74% shares Q2 2022	share	0.16%	216K	$155.93	$98.72	-36.69%	Sold -4.74% shares Q2 2022
Banks—Regional Old National Bancorp Portfolio share: 0.16% Portfolio value: 209K Avg. open price: $15.64 Current price: $19.02 P/L: +21.61% Bought +0.84% shares Q3 2022	share	0.16%	209K	$15.64	$19.02	+21.61%	Bought +0.84% shares Q3 2022
Internet Content & Information Meta Platforms, Inc. Portfolio share: 0.16% Portfolio value: 206K Avg. open price: $222.36 Current price: $122.64 P/L: -44.85% Sold -0.07% shares Q3 2022	share	0.16%	206K	$222.36	$122.64	-44.85%	Sold -0.07% shares Q3 2022
Semiconductors NVIDIA Corporation Portfolio share: 0.15% Portfolio value: 201K Avg. open price: N/A Current price: $167.12 P/L: N/A N/A Q3 2022	share	0.15%	201K	N/A	$167.12	N/A	N/A Q3 2022
Telecom Services AT&T Inc. Portfolio share: 0.13% Portfolio value: 177K Avg. open price: $20.96 Current price: $19.02 P/L: -9.26% Bought +4.34% shares Q3 2022	share	0.13%	177K	$20.96	$19.02	-9.26%	Bought +4.34% shares Q3 2022
Auto Manufacturers Ford Motor Company Portfolio share: 0.10% Portfolio value: 138K Avg. open price: $11.13 Current price: $13.78 P/L: +23.81% Bought +2.55% shares Q3 2022	share	0.10%	138K	$11.13	$13.78	+23.81%	Bought +2.55% shares Q3 2022
Luxury Goods Envela Corporation Portfolio share: 0.04% Portfolio value: 51K Avg. open price: N/A Current price: $5.32 P/L: N/A N/A Q3 2022	share	0.04%	51K	N/A	$5.32	N/A	N/A Q3 2022
IQ MacKay Municipal Intermediate ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $24.27 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$24.27	N/A	Sold -100.00% shares Q3 2022
First Trust IndXX NextG ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $63.85 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$63.85	N/A	Sold -100.00% shares Q3 2022
Luxury Goods Envela Corporation Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $5.32 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$5.32	N/A	Sold -100.00% shares Q3 2022
WisdomTree U.S. SmallCap Dividend Fund Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $30.46 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$30.46	N/A	Sold -100.00% shares Q3 2022
Schwab 1000 Index ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $39.35 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$39.35	N/A	Sold -100.00% shares Q3 2022
WisdomTree Floating Rate Treasury Fund Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $50.27 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$50.27	N/A	Sold -100.00% shares Q3 2022
Schwab U.S. Broad Market ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $47.77 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$47.77	N/A	Sold -100.00% shares Q3 2022
SPDR Dow Jones Industrial Average ETF Trust Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $344.74 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$344.74	N/A	Sold -100.00% shares Q3 2022
JPMorgan International Growth ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $76.42 Current price: $55.49 P/L: -27.38% Sold -100.00% shares Q3 2022	share	0.00%	0	$76.42	$55.49	-27.38%	Sold -100.00% shares Q3 2022
Vanguard High Dividend Yield Index Fund Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $113 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$113	N/A	Sold -100.00% shares Q3 2022
Vanguard Health Care Index Fund Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $267.51 Current price: $255.96 P/L: -4.32% Sold -100.00% shares Q3 2022	share	0.00%	0	$267.51	$255.96	-4.32%	Sold -100.00% shares Q3 2022
iShares iBonds Dec 2024 Term Corporate ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $24.47 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$24.47	N/A	Sold -100.00% shares Q3 2022
Vanguard Intermediate-Term Corporate Bond Index Fund Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $79.33 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$79.33	N/A	Sold -100.00% shares Q3 2022
ISHARES TR Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: N/A P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	N/A	N/A	Sold -100.00% shares Q3 2022
Invesco QQQ Trust Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $369.31 Current price: $290.59 P/L: -21.32% Sold -100.00% shares Q3 2022	share	0.00%	0	$369.31	$290.59	-21.32%	Sold -100.00% shares Q3 2022

Showing TOP 91 ADAMSBROWN WEALTH CONSULTANTS's 13F holdings.

Frequently Asked Questions (FAQ)

What is the biggest position of ADAMSBROWN WEALTH CONSULTANTS LLC?

The biggest position of the ADAMSBROWN WEALTH CONSULTANTS LLC is Schwab U.S. Dividend Equity ETF (SCHD) with 15.22% portfolio share worth of 20M US dollars.

Top 5 ADAMSBROWN WEALTH CONSULTANTS's holdings represent 44.09% of the portfolio:

Schwab U.S. Dividend Equity ETF (SCHD) – 15.22%
Capital Group Growth ETF (CGGR) – 11.12%
J P MORGAN EXCHANGE TRADED F () – 7.55%
First Trust Institutional Preferred Securities and Income ETF (FPEI) – 5.99%
SPDR Portfolio S&P 600 Small Cap ETF (SPSM) – 4.21%

Who is the portfolio manager of ADAMSBROWN WEALTH CONSULTANTS LLC?

The portfolio manager of the ADAMSBROWN WEALTH CONSULTANTS LLC is .

What is the total asset value of the ADAMSBROWN WEALTH CONSULTANTS LLC portfolio?

ADAMSBROWN WEALTH CONSULTANTS LLC total asset value (portfolio value) is 131.4M US dollars.

Who is ?

is the portfolio manager of the ADAMSBROWN WEALTH CONSULTANTS LLC.

What is (ADAMSBROWN WEALTH CONSULTANTS LLC) fund performance?

ADAMSBROWN WEALTH CONSULTANTS's quarterly performance is -5.73%, annualy 0.00%.

What is the ADAMSBROWN WEALTH CONSULTANTS LLC CIK?

ADAMSBROWN WEALTH CONSULTANTS's Central Index Key is 0001911244 .