Whitaker-Myers Wealth Managers, LTD.
CIK 1973849 · Holdings on Dec 31, 2024 · First reported Jan 15, 2025
Top ten holdings
Q4 2024- MOAT15.08%
- QQQM8.52%
- DBEF8.00%
- SCHD6.49%
- VBR4.48%
- VBK4.48%
- IWP3.98%
- ISRA3.45%
- JPST3.38%
- EPI3.22%
Share classes counted separately61.08%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- JPSTWeight increased · +2.36 pp1.02% → 3.38%Shares +170.11K (+282.49%)
- MOATWeight decreased · -1.79 pp16.87% → 15.08%Shares +34.39K (+6.57%)
- SPYWeight increased · +1.66 pp0.16% → 1.82%Shares +9.79K (+1168.14%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | MOATVANECK MORNINGSTAR WIDE MOATMRNGSTR WDE MOAT View history and evidence | $51.72M | 15.08% | 557.74K shares | 16.87% → 15.08%-1.79 pp +34.39K (+6.57%) | Added | ↗▾ |
| 02 | QQQMINVESCO NASDAQ 100 ETFNASDAQ 100 ETF View history and evidence | $29.24M | 8.52% | 138.92K shares | 6.95% → 8.52%+1.57 pp +34.83K (+33.47%) | Added | ↗▾ |
| 03 | DBEFXTRACKERS MSCI EAFE HEDGED EXTRACK MSCI EAFE View history and evidence | $27.42M | 8.00% | 662.41K shares | 8.26% → 8.00%-0.26 pp +71.02K (+12.01%) | Added | ↗▾ |
| 04 | SCHDSCHWAB US DVD EQUITY ETFUS DIVIDEND EQ View history and evidence | $22.27M | 6.49% | 815.03K shares | 6.77% → 6.49%-0.28 pp +574.31K (+238.58%) | Added | ↗▾ |
| 05 | VBRVNGRD MRNGST SL-CP VAL ETF-USM CP VAL ETF View history and evidence | $15.35M | 4.48% | 77.47K shares | 4.97% → 4.48%-0.49 pp +3.05K (+4.09%) | Added | ↗▾ |
| 06 | VBKVAN MORST SML-CAP GRO-USD INSML CP GRW ETF View history and evidence | $15.35M | 4.48% | 54.82K shares | 4.30% → 4.48%+0.18 pp +6.47K (+13.39%) | Added | ↗▾ |
| 07 | IWPISHARES RUSSELL MID-CAP GROWRUS MD CP GR ETF View history and evidence | $13.66M | 3.98% | 107.77K shares | 3.87% → 3.98%+0.11 pp +8.65K (+8.73%) | Added | ↗▾ |
| 08 | ISRAVANECK ISRAEL ETFISRAEL ETF View history and evidence | $11.85M | 3.45% | 271.98K shares | 3.19% → 3.45%+0.26 pp +26.88K (+10.96%) | Added | ↗▾ |
| 09 | JPSTJPMORGAN ULTRA-SHORT INCOMEULTRA SHRT ETF View history and evidence | $11.60M | 3.38% | 230.33K shares | 1.02% → 3.38%+2.36 pp +170.11K (+282.49%) | Added | ↗▾ |
| 10 | EPIWISDOMTREE INDIA EARNINGSINDIA ERNGS FD View history and evidence | $11.05M | 3.22% | 244.01K shares | 3.53% → 3.22%-0.31 pp +33.46K (+15.89%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 22
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| XLRE SS REAL ESTATE SELECT SECTOR | Non-derivative | -14,566 | -$650.66K | SEC filing ↗ | SEC filing ↗ |
| ANET ARISTA NETWORKS INC | Non-derivative | -1,604 | -$615.65K | SEC filing ↗ | SEC filing ↗ |
| ORCL ORACLE CORP | Non-derivative | -2,798 | -$476.78K | SEC filing ↗ | SEC filing ↗ |
3 / 22 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1973849 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-01-15
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 342971867
}Research all 120 reported holdings.
This page includes 30 of 120 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 120 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"1973849","quarter":"2024Q4","page_size":100}
get_institutional_manager_history
{"cik":"1973849","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.