Sebold Capital Management, Inc. quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2025-03-31 to 2025-06-30, Sebold Capital Management, Inc. opened 7 positions, added to 19, reduced 25, sold out of 3 and left 5 unchanged. The largest increase in value was SHM (+$1,624,738); the largest decrease was HYMB (-$1,990,397).
- VIG: Country of operation —; Class DIV APP ETF; Shares 2025-03-31 55,589; Shares 2025-06-30 58,419.
- FNDE: Country of operation —; Class FUNDAMENTAL EMER; Shares 2025-03-31 261,074; Shares 2025-06-30 276,545.
- VO: Country of operation —; Class MID CAP ETF; Shares 2025-03-31 43,273; Shares 2025-06-30 43,876.
- APLU: Country of operation —; Class CORE PLUS ETF; Shares 2025-03-31 108,328; Shares 2025-06-30 151,314.
Two Form 13F-HR filings compared (SEC CIK 1972836): 2025-03-31 (filed 2025-04-28) and 2025-06-30 (filed 2025-08-05). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2025-03-31 | Shares 2025-06-30 | Share change | Value 2025-03-31 | Value 2025-06-30 | Value change |
|---|
VIG
VANGUARD SPECIALIZED FUNDS | | DIV APP ETF | 55,589 | 58,419 | +2,830 | $10,783,650 | $11,956,553 | +$1,172,903 |
|---|
FNDE
SCHWAB STRATEGIC TR | | FUNDAMENTAL EMER | 261,074 | 276,545 | +15,471 | $8,041,068 | $9,128,741 | +$1,087,673 |
|---|
VO
VANGUARD INDEX FDS | | MID CAP ETF | 43,273 | 43,876 | +603 | $11,191,388 | $12,277,957 | +$1,086,569 |
|---|
APLU
ALLSPRING EXCHANGE TRADED FU | | CORE PLUS ETF | 108,328 | 151,314 | +42,986 | $2,696,284 | $3,773,772 | +$1,077,488 |
|---|
BND
VANGUARD BD INDEX FDS | | TOTAL BND MRKT | 58,168 | 64,725 | +6,557 | $4,272,440 | $4,765,702 | +$493,262 |
|---|
JAAA
JANUS DETROIT STR TR | | HENDRSON AAA CL | 38,695 | 46,221 | +7,526 | $1,962,224 | $2,345,716 | +$383,492 |
|---|
DUSA
DAVIS FUNDAMENTAL ETF TR | | SELECT US EQTY | 79,141 | 79,348 | +207 | $3,349,254 | $3,672,233 | +$322,979 |
|---|
FNDA
SCHWAB STRATEGIC TR | | FUNDAMENTAL US S | 157,986 | 162,144 | +4,158 | $4,327,227 | $4,645,421 | +$318,194 |
|---|
FNDX
SCHWAB STRATEGIC TR | | FUNDAMENTAL US L | 166,634 | 170,447 | +3,813 | $3,934,227 | $4,182,762 | +$248,535 |
|---|
IVV
ISHARES TR | | CORE S&P500 ETF | 2,872 | 2,883 | +11 | $1,613,777 | $1,790,055 | +$176,278 |
|---|
OAKM
HARRIS OAKMARK ETF TRUST | | OAKMARK U S LRG | 27,024 | 32,098 | +5,074 | $660,737 | $824,277 | +$163,540 |
|---|
MDY
SPDR S&P MIDCAP 400 ETF TR | | UTSER1 S&PDCRP | 1,773 | 1,953 | +180 | $945,861 | $1,106,336 | +$160,475 |
|---|
SPY
SPDR S&P 500 ETF TR | | TR UNIT | 2,200 | 2,217 | +17 | $1,230,658 | $1,369,774 | +$139,116 |
|---|
JBBB
JANUS DETROIT STR TR | | B-BBB CLO ETF | 19,899 | 22,860 | +2,961 | $968,485 | $1,102,081 | +$133,596 |
|---|
FEX
FIRST TR EXCHANGE-TRADED ALP | | COM SHS | 4,857 | 5,497 | +640 | $497,649 | $604,451 | +$106,802 |
|---|
XLY
SELECT SECTOR SPDR TR | | SBI CONS DISCR | 1,159 | 1,314 | +155 | $228,857 | $285,572 | +$56,715 |
|---|
VTI
VANGUARD INDEX FDS | | TOTAL STK MKT | 830 | 931 | +101 | $228,118 | $282,959 | +$54,841 |
|---|
RSPF
INVESCO EXCHANGE TRADED FD T | | S&P500 EQL FIN | 5,869 | 5,873 | +4 | $425,704 | $446,993 | +$21,289 |
|---|
EMLP
FIRST TR EXCHANGE-TRADED FD | | NO AMER ENERGY | 9,245 | 9,249 | +4 | $346,614 | $346,939 | +$325 |
|---|
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