0001259671-20-000004.txt : 20200507
0001259671-20-000004.hdr.sgml : 20200507
20200507163230
ACCESSION NUMBER: 0001259671-20-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200331
FILED AS OF DATE: 20200507
DATE AS OF CHANGE: 20200507
EFFECTIVENESS DATE: 20200507
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: WBH ADVISORY INC
CENTRAL INDEX KEY: 0001259671
IRS NUMBER: 521420975
STATE OF INCORPORATION: MD
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-10516
FILM NUMBER: 20856994
BUSINESS ADDRESS:
STREET 1: 1829 RESITERSTOWN ROAD,
STREET 2: 225
CITY: PIKESVILLE
STATE: MD
ZIP: 21208
BUSINESS PHONE: 4106538198
MAIL ADDRESS:
STREET 1: 1829 RESITERSTOWN ROAD,
STREET 2: 225
CITY: PIKESVILLE
STATE: MD
ZIP: 21208
FORMER COMPANY:
FORMER CONFORMED NAME: WAGNER BOWMAN MANAGEMENT CORP
DATE OF NAME CHANGE: 20140721
FORMER COMPANY:
FORMER CONFORMED NAME: WAGNER CAPITAL MANAGEMENT CORP
DATE OF NAME CHANGE: 20030813
13F-HR
1
primary_doc.xml
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false
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0001259671
XXXXXXXX
03-31-2020
03-31-2020
WBH ADVISORY INC
1829 RESITERSTOWN ROAD,
225
PIKESVILLE
MD
21208
13F HOLDINGS REPORT
028-10516
N
Carol Sullivan
OPERATIONS MANAGER
4106538198
Carol Sullivan
Baltimore
MD
05-07-2020
0
215
426367
false
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COM
918204108
525
9710
SH
SOLE
0
0
9510
200
Vanguard Cons Spls
ETF
92204A207
937
6801
SH
SOLE
0
0
5398
1403
Vanguard ConsDiscr
COM
92204A108
510
3511
SH
SOLE
0
0
2906
605
Vanguard Energy
ETF
92204A306
586
15338
SH
SOLE
0
0
14614
724
Vanguard Fin
ETF
92204A405
8108
159864
SH
SOLE
0
0
136152
23712
Vanguard FTSE
ETF
922042775
3272
79784
SH
SOLE
0
0
73114
6670
Vanguard FTSE All World
ETF
922042718
215
2752
SH
SOLE
0
0
2728
24
Vanguard FTSE Dev Mkt
ETF
921943858
503
15098
SH
SOLE
0
0
14783
315
Vanguard Growth
ETF
922908736
245
1567
SH
SOLE
0
0
1567
0
Vanguard Health
ETF
92204A504
14789
89043
SH
SOLE
0
0
79218
9825
Vanguard Industrials
ETF
92204A603
1314
11916
SH
SOLE
0
0
9844
2072
Vanguard InfoTech
ETF
92204A702
29024
136973
SH
SOLE
0
0
119491
17482
Vanguard Interediate Govt
ETF
92206C706
6432
91176
SH
SOLE
0
0
90578
598
Vanguard Materials
ETF
92204A801
374
3894
SH
SOLE
0
0
3289
605
Vanguard Mid Cap
ETF
922908629
598
4547
SH
SOLE
0
0
4547
0
Vanguard S&P 500
ETF
922908363
818
3457
SH
SOLE
0
0
3457
0
Vanguard Sh-Term Corp
ETF
92206C409
3861
48814
SH
SOLE
0
0
38909
9905
Vanguard SmallCap
ETF
922908751
9941
86118
SH
SOLE
0
0
76671
9447
Vanguard Tax Ex Bond
ETF
922907746
492
9310
SH
SOLE
0
0
9310
0
Vanguard Telecom
ETF
92204A884
1819
23883
SH
SOLE
0
0
20778
3105
Vanguard Total Stk
ETF
922908769
21082
163547
SH
SOLE
0
0
155751
7796
Vanguard Total World
ETF
922042742
11139
177381
SH
SOLE
0
0
165915
11466
Vanguard Ttl Intl
ETF
921909768
8371
199502
SH
SOLE
0
0
184432
15070
Vanguard Utilities
ETF
92204A876
2432
19947
SH
SOLE
0
0
18145
1802
Vanguard Value
ETF
922908744
663
7452
SH
SOLE
0
0
7452
0
Vanguarrd REIT
ETF
922908553
998
14297
SH
SOLE
0
0
13636
661
Verizon Comm
COM
92343V104
1762
32808
SH
SOLE
0
0
29146
3662
Vgrd Bd Short Term
ETF
921937827
921
11209
SH
SOLE
0
0
11054
155
Vgrd Idx Total Bnd
ETF
921937835
3067
35938
SH
SOLE
0
0
33973
1965
Vgrd Interm Bond
ETF
921937819
412
4623
SH
SOLE
0
0
4623
0
Vguard Emer Mkt
ETF
922042858
1061
31629
SH
SOLE
0
0
30743
886
Vguard Lg Cap
ETF
922908637
281
2377
SH
SOLE
0
0
2377
0
Visa
CL A
92826C839
1466
9100
SH
SOLE
0
0
8215
885
Walmart Stores
COM
931142103
1327
11683
SH
SOLE
0
0
11154
529
Walt Disney
COM
254687106
3741
38732
SH
SOLE
0
0
33867
4865
Waste Mgmt
COM
94106L109
1065
11507
SH
SOLE
0
0
9425
2082
WD-40
COM
929236107
235
1175
SH
SOLE
0
0
1175
0
WW Grainger
COM
384802104
412
1660
SH
SOLE
0
0
1660
0
Yum China
COM
98850P109
358
8410
SH
SOLE
0
0
7905
505
Yum! Brands Inc
COM
988498101
1314
19187
SH
SOLE
0
0
16565
2622