MSH CAPITAL ADVISORS LLC

Filed: 2/14/2025ACC: 0001420506-25-000409

📋 What this filing means

MSH CAPITAL ADVISORS LLC filed this quarterly 13F‑HR report disclosing 199 equity positions with a total reported market value of $234.10M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

199

Positions

$234.10M

Total AUM (reported)

3.80M

Total Shares

Allocation by class

COM$93.13M39.8%

GOLD MINERS ETF$8.24M3.5%

CORE S&P500 ETF$7.66M3.3%

VAN FTSE DEV MKT$6.68M2.9%

CORE S&P MCP ETF$5.07M2.2%

GROWTH ETF$5.07M2.2%

EAFE SML CP ETF$4.66M2.0%

Portfolio Concentration

Top 3$22.58M9.6%

4–10$34.93M14.9%

11–25$41.62M17.8%

Rest$134.97M57.7%

Top 3 weight

9.6%

Top 10 weight

24.6%

Voting Authority Distribution

Total shares with voting rights: 3.80M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

3.80M

% of voting shares100.0%

Investment Discretion (by position count)

Sole199

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings199

Rows:

VANECK ETF TRUST

SOLE

GOLD MINERS ETF

Shares254.76K

TypeSH

Market value$8.24M

3.52%

Sole

0.00

Shared

0.00

None

254.76K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares18.63K

TypeSH

Market value$7.66M

3.27%

Sole

0.00

Shared

0.00

None

18.63K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares147.88K

TypeSH

Market value$6.68M

2.85%

Sole

0.00

Shared

0.00

None

147.88K

APPLE INC

SOLE

COM

Shares36.09K

TypeSH

Market value$5.95M

2.54%

Sole

0.00

Shared

0.00

None

36.09K

MICROSOFT CORP

SOLE

COM

Shares18.84K

TypeSH

Market value$5.43M

2.32%

Sole

0.00

Shared

0.00

None

18.84K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares20.26K

TypeSH

Market value$5.07M

2.16%

Sole

0.00

Shared

0.00

None

20.26K

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares20.31K

TypeSH

Market value$5.07M

2.16%

Sole

0.00

Shared

0.00

None

20.31K

ISHARES TR

SOLE

EAFE SML CP ETF

Shares78.34K

TypeSH

Market value$4.66M

1.99%

Sole

0.00

Shared

0.00

None

78.34K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares14.26K

TypeSH

Market value$4.40M

1.88%

Sole

0.00

Shared

0.00

None

14.26K

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares44.94K

TypeSH

Market value$4.35M

1.86%

Sole

0.00

Shared

0.00

None

44.94K

ISHARES TR

SOLE

CORE MSCI EAFE

Shares56.02K

TypeSH

Market value$3.74M

1.60%

Sole

0.00

Shared

0.00

None

56.02K

SPDR SER TR

SOLE

S&P DIVID ETF

Shares28.09K

TypeSH

Market value$3.47M

1.48%

Sole

0.00

Shared

0.00

None

28.09K

VANGUARD INDEX FDS

SOLE

MCAP GR IDXVIP

Shares16.01K

TypeSH

Market value$3.12M

1.33%

Sole

0.00

Shared

0.00

None

16.01K

ISHARES TR

SOLE

1 3 YR TREAS BD

Shares37.85K

TypeSH

Market value$3.11M

1.33%

Sole

0.00

Shared

0.00

None

37.85K

ISHARES TR

SOLE

S&P 500 GRWT ETF

Shares45.80K

TypeSH

Market value$2.93M

1.25%

Sole

0.00

Shared

0.00

None

45.80K

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares38.82K

TypeSH

Market value$2.84M

1.21%

Sole

0.00

Shared

0.00

None

38.82K

VANGUARD INDEX FDS

SOLE

MCAP VL IDXVIP

Shares20.91K

TypeSH

Market value$2.80M

1.20%

Sole

0.00

Shared

0.00

None

20.91K

ISHARES TR

SOLE

FLTG RATE NT ETF

Shares55.46K

TypeSH

Market value$2.79M

1.19%

Sole

0.00

Shared

0.00

None

55.46K

ISHARES TR

SOLE

RUS MDCP VAL ETF

Shares23.94K

TypeSH

Market value$2.54M

1.09%

Sole

0.00

Shared

0.00

None

23.94K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares17.45K

TypeSH

Market value$2.41M

1.03%

Sole

0.00

Shared

0.00

None

17.45K

ISHARES TR

SOLE

RUS MD CP GR ETF

Shares26.41K

TypeSH

Market value$2.40M

1.03%

Sole

0.00

Shared

0.00

None

26.41K

BLACKROCK INC

SOLE

COM

Shares3.59K

TypeSH

Market value$2.40M

1.03%

Sole

0.00

Shared

0.00

None

3.59K

JPMORGAN CHASE & CO

SOLE

COM

Shares18.40K

TypeSH

Market value$2.40M

1.02%

Sole

0.00

Shared

0.00

None

18.40K

VANGUARD INDEX FDS

SOLE

SML CP GRW ETF

Shares10.77K

TypeSH

Market value$2.33M

1.00%

Sole

0.00

Shared

0.00

None

10.77K

VANGUARD WHITEHALL FDS

SOLE

HIGH DIV YLD

Shares21.98K

TypeSH

Market value$2.32M

0.99%

Sole

0.00

Shared

0.00

None

21.98K

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANECK ETF TRUSTSOLE	GOLD MINERS ETF	254.76K	SH	$8.24M 3.52%	254.76K
ISHARES TRSOLE	CORE S&P500 ETF	18.63K	SH	$7.66M 3.27%	18.63K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	147.88K	SH	$6.68M 2.85%	147.88K
APPLE INCSOLE	COM	36.09K	SH	$5.95M 2.54%	36.09K
MICROSOFT CORPSOLE	COM	18.84K	SH	$5.43M 2.32%	18.84K
ISHARES TRSOLE	CORE S&P MCP ETF	20.26K	SH	$5.07M 2.16%	20.26K
VANGUARD INDEX FDSSOLE	GROWTH ETF	20.31K	SH	$5.07M 2.16%	20.31K
ISHARES TRSOLE	EAFE SML CP ETF	78.34K	SH	$4.66M 1.99%	78.34K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	14.26K	SH	$4.40M 1.88%	14.26K
ISHARES TRSOLE	CORE S&P SCP ETF	44.94K	SH	$4.35M 1.86%	44.94K
ISHARES TRSOLE	CORE MSCI EAFE	56.02K	SH	$3.74M 1.60%	56.02K
SPDR SER TRSOLE	S&P DIVID ETF	28.09K	SH	$3.47M 1.48%	28.09K
VANGUARD INDEX FDSSOLE	MCAP GR IDXVIP	16.01K	SH	$3.12M 1.33%	16.01K
ISHARES TRSOLE	1 3 YR TREAS BD	37.85K	SH	$3.11M 1.33%	37.85K
ISHARES TRSOLE	S&P 500 GRWT ETF	45.80K	SH	$2.93M 1.25%	45.80K
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	38.82K	SH	$2.84M 1.21%	38.82K
VANGUARD INDEX FDSSOLE	MCAP VL IDXVIP	20.91K	SH	$2.80M 1.20%	20.91K
ISHARES TRSOLE	FLTG RATE NT ETF	55.46K	SH	$2.79M 1.19%	55.46K
ISHARES TRSOLE	RUS MDCP VAL ETF	23.94K	SH	$2.54M 1.09%	23.94K
VANGUARD INDEX FDSSOLE	VALUE ETF	17.45K	SH	$2.41M 1.03%	17.45K
ISHARES TRSOLE	RUS MD CP GR ETF	26.41K	SH	$2.40M 1.03%	26.41K
BLACKROCK INCSOLE	COM	3.59K	SH	$2.40M 1.03%	3.59K
JPMORGAN CHASE & COSOLE	COM	18.40K	SH	$2.40M 1.02%	18.40K
VANGUARD INDEX FDSSOLE	SML CP GRW ETF	10.77K	SH	$2.33M 1.00%	10.77K
VANGUARD WHITEHALL FDSSOLE	HIGH DIV YLD	21.98K	SH	$2.32M 0.99%	21.98K

Page 1 of 8

…