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Portfolio (Quarterly) Guide ↗

Blake Schutter Theil Wealth Advisors, LLC

· CIK 0002042011
13F Portfolio $148M AUM 111 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 25 Added 23 Reduced 6 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VXUS VANGUARD STAR FDS 105,111.0 $9.0M 6.08% NEW $85.49 +2.4%
2 RTX CORPORATION 4,280.0 $812K 0.55% NEW $189.73
3 TRAVELERS COMPANIES INC 1,531.0 $505K 0.34% NEW $330.12
4 VDE VANGUARD WORLD FD 2,468.0 $371K 0.25% NEW $150.13 +17.6%
5 TARGET CORP 2,719.0 $355K 0.24% NEW $130.61
6 FEOE RBB FUND TRUST 4,658.0 $249K 0.17% NEW $53.40 +5.4%
7 TIP ISHARES TR 2,200.0 $241K 0.16% NEW $109.43 -2.3%
8 AGG ISHARES TR 2,063.0 $204K 0.14% NEW $99.00 -1.5%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 31.2%
Technology 21.9%
Healthcare 10.1%
Communication Services 9.4%
Consumer Defensive 7.1%
Industrials 5.6%
Energy 4.7%
Utilities 4.7%
Consumer Cyclical 3.8%
Real Estate 1.6%