Waycross Investment Management Co historic quarter change: USA ETF, Reduced
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Waycross Investment Management Co opened 42 positions, added to 86, reduced 59 and sold out of 30.
- Q2 2026: Stock SCHB; Country of operation —; Class US BRD MKT ETF; Shares before 39,857.
- Q1 2026: Stock DUHP; Country of operation —; Class US HIGH PROFITAB; Shares before 191,607.
- Q1 2026: Stock BSCV; Country of operation —; Class BULETSHS 2031 CP; Shares before 384,235.
- Q1 2026: Stock BSCU; Country of operation —; Class INVSCO 30 CORP; Shares before 381,292.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1922448), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-13); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-08); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-23); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-23); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-08); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-04); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-29); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-22). 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. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2022-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | SCHB
SCHWAB STRATEGIC TR | | US BRD MKT ETF | 39,857 | 39,717 | -140 | $1,000,407 | $1,150,202 | +$149,795 | 2026-07-14 |
|---|
| Q1 2026 | DUHP
DIMENSIONAL ETF TRUST | | US HIGH PROFITAB | 191,607 | 180,480 | -11,127 | $7,286,824 | $6,634,451 | -$652,373 | 2026-04-13 |
|---|
| Q1 2026 | BSCV
INVESCO EXCH TRD SLF IDX FD | | BULETSHS 2031 CP | 384,235 | 371,492 | -12,743 | $6,414,804 | $6,114,758 | -$300,046 | 2026-04-13 |
|---|
| Q1 2026 | BSCU
INVESCO EXCH TRD SLF IDX FD | | INVSCO 30 CORP | 381,292 | 368,183 | -13,109 | $6,451,461 | $6,155,688 | -$295,773 | 2026-04-13 |
|---|
| Q1 2026 | SPY
STATE STR SPDR S&P 500 ETF T | | TR UNIT | 5,923 | 5,841 | -82 | $4,038,697 | $3,798,623 | -$240,074 | 2026-04-13 |
|---|
| Q1 2026 | FLRT
PACER FDS TR | | ARISTOTLE PACIFI | 91,609 | 89,983 | -1,626 | $4,317,991 | $4,167,113 | -$150,878 | 2026-04-13 |
|---|
| Q1 2026 | SGOV
ISHARES TR | | 0-3 MNTH TREASRY | 9,671 | 9,448 | -223 | $970,775 | $951,036 | -$19,739 | 2026-04-13 |
|---|
| Q1 2026 | VOO
VANGUARD INDEX FDS | | S&P 500 ETF SHS | 481 | 476 | -5 | $301,650 | $284,434 | -$17,216 | 2026-04-13 |
|---|
| Q4 2025 | SPY
SPDR S&P 500 ETF TR | | TR UNIT | 5,934 | 5,923 | -11 | $3,953,293 | $4,038,697 | +$85,404 | 2026-01-08 |
|---|
| Q4 2025 | DUHP
DIMENSIONAL ETF TRUST | | US HIGH PROFITAB | 191,794 | 191,607 | -187 | $7,244,070 | $7,286,824 | +$42,754 | 2026-01-08 |
|---|
| Q4 2025 | SCHB
SCHWAB STRATEGIC TR | | US BRD MKT ETF | 39,776 | 39,665 | -111 | $1,022,647 | $1,040,404 | +$17,757 | 2026-01-08 |
|---|
| Q4 2025 | SGOV
ISHARES TR | | 0-3 MNTH TREASRY | 9,767 | 9,671 | -96 | $983,537 | $970,775 | -$12,762 | 2026-01-08 |
|---|
| Q4 2025 | VOO
VANGUARD INDEX FDS | | S&P 500 ETF SHS | 503 | 481 | -22 | $308,027 | $301,650 | -$6,377 | 2026-01-08 |
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| Q4 2025 | BSCU
INVESCO EXCH TRD SLF IDX FD | | INVSCO 30 CORP | 381,431 | 381,292 | -139 | $6,446,184 | $6,451,461 | +$5,277 | 2026-01-08 |
|---|
| Q3 2025 | IBTK
ISHARES TR | | IBOND DEC 2030 | 543,723 | 502,032 | -41,691 | $10,787,464 | $9,977,887 | -$809,577 | 2025-10-23 |
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| Q3 2025 | IBTJ
ISHARES TR | | IBONDS 29 TRM TS | 454,990 | 420,746 | -34,244 | $9,973,381 | $9,237,479 | -$735,902 | 2025-10-23 |
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| Q3 2025 | SGOV
ISHARES TR | | 0-3 MNTH TREASRY | 16,398 | 9,767 | -6,631 | $1,651,115 | $983,537 | -$667,578 | 2025-10-23 |
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| Q3 2025 | RSP
INVESCO EXCHANGE TRADED FD T | | S&P500 EQL WGT | 4,533 | 2,713 | -1,820 | $823,827 | $514,656 | -$309,171 | 2025-10-23 |
|---|
| Q3 2025 | SPY
SPDR S&P 500 ETF TR | | TR UNIT | 5,973 | 5,934 | -39 | $3,690,492 | $3,953,293 | +$262,801 | 2025-10-23 |
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| Q3 2025 | BSCU
INVESCO EXCH TRD SLF IDX FD | | INVSCO 30 CORP | 396,405 | 381,431 | -14,974 | $6,651,676 | $6,446,184 | -$205,492 | 2025-10-23 |
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| Q3 2025 | BSCV
INVESCO EXCH TRD SLF IDX FD | | BULETSHS 2031 CP | 396,930 | 382,719 | -14,211 | $6,561,253 | $6,383,753 | -$177,500 | 2025-10-23 |
|---|
| Q3 2025 | DUHP
DIMENSIONAL ETF TRUST | | US HIGH PROFITAB | 200,381 | 191,794 | -8,587 | $7,125,558 | $7,244,070 | +$118,512 | 2025-10-23 |
|---|
| Q2 2025 | BSCU
INVESCO EXCH TRD SLF IDX FD | | INVSCO 30 CORP | 397,423 | 396,405 | -1,018 | $6,593,248 | $6,651,676 | +$58,428 | 2025-07-23 |
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| Q2 2025 | RSP
INVESCO EXCHANGE TRADED FD T | | S&P500 EQL WGT | 4,947 | 4,533 | -414 | $856,969 | $823,827 | -$33,142 | 2025-07-23 |
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| Q2 2025 | BSCV
INVESCO EXCH TRD SLF IDX FD | | BULETSHS 2031 CP | 403,062 | 396,930 | -6,132 | $6,573,941 | $6,561,253 | -$12,688 | 2025-07-23 |
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| Q1 2025 | VB
VANGUARD INDEX FDS | | SMALL CP ETF | 21,272 | 18,834 | -2,438 | $5,111,206 | $4,176,412 | -$934,794 | 2025-04-08 |
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| Q1 2025 | DUHP
DIMENSIONAL ETF TRUST | | US HIGH PROFITAB | 204,337 | 200,276 | -4,061 | $6,904,556 | $6,637,156 | -$267,400 | 2025-04-08 |
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| Q1 2025 | IBTK
ISHARES TR | | IBOND DEC 2030 | 546,893 | 542,747 | -4,146 | $10,496,463 | $10,670,406 | +$173,943 | 2025-04-08 |
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| Q1 2025 | IEFA
ISHARES TR | | CORE MSCI EAFE | 30,293 | 30,091 | -202 | $2,128,992 | $2,276,384 | +$147,392 | 2025-04-08 |
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| Q1 2025 | IBTJ
ISHARES TR | | IBONDS 29 TRM TS | 456,898 | 454,081 | -2,817 | $9,743,944 | $9,885,343 | +$141,399 | 2025-04-08 |
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| Q1 2025 | XLU
SELECT SECTOR SPDR TR | | SBI INT-UTILS | 51,056 | 50,713 | -343 | $3,864,429 | $3,998,720 | +$134,291 | 2025-04-08 |
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| Q1 2025 | BIL
SPDR SER TR | | BLOOMBERG 1-3 MO | 10,247 | 9,806 | -441 | $936,883 | $899,504 | -$37,379 | 2025-04-08 |
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| Q1 2025 | BSCU
INVESCO EXCH TRD SLF IDX FD | | INVSCO 30 CORP | 401,526 | 397,423 | -4,103 | $6,572,981 | $6,593,248 | +$20,267 | 2025-04-08 |
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| Q1 2025 | BSCV
INVESCO EXCH TRD SLF IDX FD | | BULETSHS 2031 CP | 408,532 | 403,062 | -5,470 | $6,556,939 | $6,573,941 | +$17,002 | 2025-04-08 |
|---|
| Q4 2024 | DUHP
DIMENSIONAL ETF TRUST | | US HIGH PROFITAB | 248,570 | 204,337 | -44,233 | $8,468,789 | $6,904,556 | -$1,564,233 | 2025-01-14 |
|---|
| Q4 2024 | INDA
ISHARES TR | | MSCI INDIA ETF | 53,951 | 52,748 | -1,203 | $3,157,752 | $2,776,655 | -$381,097 | 2025-01-14 |
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| Q4 2024 | TUR
ISHARES INC | | MSCI TURKEY ETF | 28,742 | 27,055 | -1,687 | $1,045,634 | $970,192 | -$75,442 | 2025-01-14 |
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| Q4 2024 | SPY
SPDR S&P 500 ETF TR | | TR UNIT | 5,862 | 5,802 | -60 | $3,363,381 | $3,400,154 | +$36,773 | 2025-01-14 |
|---|
| Q4 2024 | NEAR
ISHARES U S ETF TR | | BLACKROCK SH DUR | 7,855 | 7,295 | -560 | $402,490 | $368,398 | -$34,092 | 2025-01-14 |
|---|
| Q3 2024 | BIL
SPDR SER TR | | BLOOMBERG 1-3 MO | 50,544 | 8,582 | -41,962 | $4,638,928 | $787,913 | -$3,851,015 | 2024-10-04 |
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| Q3 2024 | SPY
SPDR S&P 500 ETF TR | | TR UNIT | 6,903 | 5,862 | -1,041 | $3,756,751 | $3,363,381 | -$393,370 | 2024-10-04 |
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| Q3 2024 | VB
VANGUARD INDEX FDS | | SMALL CP ETF | 20,944 | 20,128 | -816 | $4,566,603 | $4,774,533 | +$207,930 | 2024-10-04 |
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| Q3 2024 | SGOV
ISHARES TR | | 0-3 MNTH TREASRY | 13,045 | 12,450 | -595 | $1,313,762 | $1,253,964 | -$59,798 | 2024-10-04 |
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| Q3 2024 | GRPM
INVESCO EXCHANGE TRADED FD T | | S&P MIDCAP 400 | 3,921 | 3,652 | -269 | $448,602 | $427,576 | -$21,026 | 2024-10-04 |
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| Q2 2024 | SCHZ
SCHWAB STRATEGIC TR | | US AGGREGATE B | 182,396 | 175,505 | -6,891 | $8,390,216 | $7,999,518 | -$390,698 | 2024-07-29 |
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| Q2 2024 | COWZ
PACER FDS TR | | US CASH COWS 100 | 43,432 | 41,823 | -1,609 | $2,523,835 | $2,278,937 | -$244,898 | 2024-07-29 |
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| Q2 2024 | SPY
SPDR S&P 500 ETF TR | | TR UNIT | 7,435 | 6,903 | -532 | $3,889,025 | $3,756,751 | -$132,274 | 2024-07-29 |
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| Q2 2024 | INVESCO EXCH TRD SLF IDX FD
CUSIP 46138J841 | United States | BULSHS 2024 CB | 32,749 | 28,020 | -4,729 | $686,747 | $590,101 | -$96,646 | 2024-07-29 |
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| Q2 2024 | GRPM
INVESCO EXCHANGE TRADED FD T | | S&P MIDCAP 400 | 4,023 | 3,921 | -102 | $483,886 | $448,602 | -$35,284 | 2024-07-29 |
|---|
| Q2 2024 | SCHB
SCHWAB STRATEGIC TR | | US BRD MKT ETF | 13,552 | 13,300 | -252 | $827,350 | $836,171 | +$8,821 | 2024-07-29 |
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| Q2 2024 | BIL
SPDR SER TR | | BLOOMBERG 1-3 MO | 50,584 | 50,544 | -40 | $4,643,611 | $4,638,928 | -$4,683 | 2024-07-29 |
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| Q1 2024 | INVESCO EXCH TRD SLF IDX FD
CUSIP 46138J841 | United States | BULSHS 2024 CB | 87,981 | 32,749 | -55,232 | $1,837,483 | $686,747 | -$1,150,736 | 2024-04-22 |
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| Q1 2024 | SPY
SPDR S&P 500 ETF TR | | TR UNIT | 7,738 | 7,435 | -303 | $3,677,949 | $3,889,025 | +$211,076 | 2024-04-22 |
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| Q1 2024 | COWZ
PACER FDS TR | | US CASH COWS 100 | 45,344 | 43,432 | -1,912 | $2,357,436 | $2,523,835 | +$166,399 | 2024-04-22 |
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| Q1 2024 | GRPM
INVESCO EXCHANGE TRADED FD T | | S&P MIDCAP 400 | 4,032 | 4,023 | -9 | $396,708 | $483,886 | +$87,178 | 2024-04-22 |
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| Q1 2024 | SGOV
ISHARES TR | | 0-3 MNTH TREASRY | 13,630 | 13,045 | -585 | $1,366,680 | $1,313,762 | -$52,918 | 2024-04-22 |
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| Q1 2024 | IWO
ISHARES TR | | RUS 2000 GRW ETF | 3,728 | 3,632 | -96 | $940,276 | $983,546 | +$43,270 | 2024-04-22 |
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| Q1 2024 | IWN
ISHARES TR | | RUS 2000 VAL ETF | 4,058 | 3,894 | -164 | $630,329 | $618,406 | -$11,923 | 2024-04-22 |
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| Q1 2024 | NEAR
ISHARES U S ETF TR | | BLACKROCK SH DUR | 7,905 | 7,855 | -50 | $399,361 | $396,363 | -$2,998 | 2024-04-22 |
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