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Disclosed positions
Carmichael Hill & Associates, Inc.: source evidence dated 2024-10-30T03:59:59.999Z.
- Issuer
- APPLE INC
- Ticker
- AAPL
- Class
- COM
- Reported value
- $21,093,545
- Reported amount
- 90,530
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001730295-24-000008Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
Show the table · 50 rows, 7 columns
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| APPLE INC | AAPL | COM | $21,093,545 | 90,530 | SH | None |
| MICROSOFT CORP | MSFT | COM | $13,171,286 | 30,610 | SH | None |
| SCHWAB STRATEGIC TR | SCHB | US BRD MKT ETF | $11,316,477 | 170,121 | SH | None |
| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $8,760,854 | 129,121 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $8,732,053 | 18,972 | SH | None |
| VANGUARD WORLD FD | VGT | INF TECH ETF | $7,967,366 | 13,584 | SH | None |
| INVESCO EXCHANGE TRADED FD T | RSP | S&P500 EQL WGT | $6,665,032 | 37,202 | SH | None |
| SPDR SER TR | SDY | S&P DIVID ETF | $6,044,672 | 42,556 | SH | None |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $5,028,398 | 21,198 | SH | None |
| SCHWAB STRATEGIC TR | SCHF | INTL EQTY ETF | $4,687,396 | 113,993 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $4,223,806 | 25,468 | SH | None |
| VANGUARD MUN BD FDS | VTEB | TAX EXEMPT BD | $4,150,211 | 81,186 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $3,924,475 | 6,804 | SH | None |
| VANGUARD WHITEHALL FDS | VYM | HIGH DIV YLD | $3,871,100 | 30,196 | SH | None |
| SCHWAB STRATEGIC TR | SCHM | US MID-CAP ETF | $3,729,796 | 44,889 | SH | None |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $3,573,318 | 13,544 | SH | None |
| VANGUARD INDEX FDS | VXF | EXTEND MKT ETF | $3,526,666 | 19,378 | SH | None |
| SCHWAB STRATEGIC TR | SCHA | US SML CAP ETF | $3,381,783 | 65,666 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $3,345,939 | 20,646 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $3,342,612 | 6,335 | SH | None |
| VANGUARD SCOTTSDALE FDS | VONG | VNG RUS1000GRW | $3,288,790 | 34,074 | SH | None |
| VANGUARD WORLD FD | VHT | HEALTH CAR ETF | $3,181,628 | 11,274 | SH | None |
| MCDONALDS CORP | MCD | COM | $3,046,238 | 10,004 | SH | None |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $2,943,438 | 14,861 | SH | None |
| ELI LILLY & CO | LLY | COM | $2,668,976 | 3,013 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $2,614,092 | 9,232 | SH | None |
| MASTERCARD INCORPORATED | MA | CL A | $2,430,222 | 4,921 | SH | None |
| AMAZON COM INC | AMZN | COM | $2,413,160 | 12,951 | SH | None |
| COSTCO WHSL CORP NEW | COST | COM | $2,354,950 | 2,656 | SH | None |
| INVESCO EXCH TRADED FD TR II | QQQM | NASDAQ 100 ETF | $2,342,290 | 11,662 | SH | None |
| PROCTER AND GAMBLE CO | PG | COM | $2,341,114 | 13,517 | SH | None |
| SCHWAB STRATEGIC TR | SCHG | US LCAP GR ETF | $2,042,435 | 19,605 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $1,959,316 | 37,101 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $1,946,629 | 16,030 | SH | None |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $1,782,434 | 21,086 | SH | None |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $1,736,002 | 9,944 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VEU | ALLWRLD EX US | $1,705,923 | 27,078 | SH | None |
| SCHWAB STRATEGIC TR | SCHE | EMRG MKTEQ ETF | $1,637,912 | 56,131 | SH | None |
| TESLA INC | TSLA | COM | $1,572,135 | 6,009 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $1,550,387 | 3,177 | SH | None |
| PEPSICO INC | PEP | COM | $1,546,108 | 9,092 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $1,540,110 | 32,186 | SH | None |
| META PLATFORMS INC | META | CL A | $1,480,056 | 2,586 | SH | None |
| AUTODESK INC | ADSK | COM | $1,459,218 | 5,297 | SH | None |
| ISHARES TR | IJR | CORE S&P SCP ETF | $1,416,839 | 12,114 | SH | None |
| ISHARES TR | IJH | CORE S&P MCP ETF | $1,382,672 | 22,187 | SH | None |
| VERIZON COMMUNICATIONS INC | VZ | COM | $1,373,742 | 30,589 | SH | None |
| ABBVIE INC | ABBV | COM | $1,335,062 | 6,760 | SH | None |
| WALMART INC | WMT | COM | $1,328,242 | 16,449 | SH | None |
| VANGUARD SCOTTSDALE FDS | VGSH | SHORT TERM TREAS | $1,325,367 | 22,456 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 13 positions lack a resolved ticker and 112 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.