0001748726-24-000002.txt : 20240509
0001748726-24-000002.hdr.sgml : 20240509
20240509113100
ACCESSION NUMBER: 0001748726-24-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240331
FILED AS OF DATE: 20240509
DATE AS OF CHANGE: 20240509
EFFECTIVENESS DATE: 20240509
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Watchman Group, Inc.
CENTRAL INDEX KEY: 0001748726
ORGANIZATION NAME:
IRS NUMBER: 201803822
STATE OF INCORPORATION: TX
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-19900
FILM NUMBER: 24929321
BUSINESS ADDRESS:
STREET 1: 5045 LORIMAR DR
STREET 2: SUITE 200
CITY: PLANO
STATE: TX
ZIP: 75093-5739
BUSINESS PHONE: 469-241-0122
MAIL ADDRESS:
STREET 1: 5045 LORIMAR DR
STREET 2: SUITE 200
CITY: PLANO
STATE: TX
ZIP: 75093-5739
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
true
false
0001748726
XXXXXXXX
03-31-2024
03-31-2024
Watchman Group, Inc.
5045 LORIMAR DR
SUITE 200
PLANO
TX
75093-5739
13F HOLDINGS REPORT
028-19900
N
Deana B Webb
Operations Manager
469-241-0122
Deana B Webb
Plano
TX
05-09-2024
0
83
330906395
false
INFORMATION TABLE
2
Q12024F13.xml
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
4684088
13514
SH
SOLE
11935
0
1579
ADOBE INC
COM
00724F101
2776310
5502
SH
SOLE
4715
0
787
AFLAC INC
COM
001055102
375638
4375
SH
SOLE
4375
0
0
ALPHABET INC
CAP STK CL A
02079K305
3462335
22940
SH
SOLE
19590
0
3350
ALPHABET INC
CAP STK CL C
02079K107
4185323
27488
SH
SOLE
22027
0
5461
AMAZON COM INC
COM
023135106
389080
2157
SH
SOLE
1860
0
297
AMPHENOL CORP NEW
CL A
032095101
4148909
35968
SH
SOLE
31005
0
4963
APPLE INC
COM
037833100
637191
3716
SH
SOLE
3509
0
207
AVIDXCHANGE HOLDINGS INC
COM
05368X102
318191
24197
SH
SOLE
0
0
24197
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
7019741
16693
SH
SOLE
13543
0
3150
BNY MELLON ETF TRUST
US LRG CP CORE
09661T107
212175
2126
SH
SOLE
0
0
2126
CARLISLE COS INC
COM
142339100
4292325
10954
SH
SOLE
9270
0
1684
CASEYS GEN STORES INC
COM
147528103
4258632
13373
SH
SOLE
11713
0
1660
CAVCO INDS INC DEL
COM
149568107
3876070
9713
SH
SOLE
8328
0
1385
CISCO SYS INC
COM
17275R102
369085
7395
SH
SOLE
7095
0
300
COCA COLA CO
COM
191216100
248163
4056
SH
SOLE
4056
0
0
CUMMINS INC
COM
231021106
4095635
13900
SH
SOLE
11877
0
2023
D R HORTON INC
COM
23331A109
4511961
27420
SH
SOLE
23702
0
3718
DIMENSIONAL ETF TRUST
EMERGING MKTS CO
25434V732
8965497
351726
SH
SOLE
311663
0
40063
DIMENSIONAL ETF TRUST
INTL CORE EQUITY
25434V799
10962092
409798
SH
SOLE
330813
0
78985
DIMENSIONAL ETF TRUST
US TARGETED VLU
25434V609
24714206
454055
SH
SOLE
383008
0
71047
DIMENSIONAL ETF TRUST
US CORE EQUITY 2
25434V708
27716306
867490
SH
SOLE
735502
0
131988
DISNEY WALT CO
COM
254687106
210215
1718
SH
SOLE
1704
0
14
EA SERIES TRUST
FREEDOM 100 EM
02072L607
6580193
195084
SH
SOLE
171394
0
23690
ENTERPRISE PRODS PARTNERS L
COM
293792107
231252
7925
SH
SOLE
7925
0
0
ETF OPPORTUNITIES TRUST
APPLIED FINA VAL
26923N405
6390671
196093
SH
SOLE
139193
0
56900
EXXON MOBIL CORP
COM
30231G102
306990
2641
SH
SOLE
2309
0
332
FIDELITY MERRIMACK STR TR
TOTAL BD ETF
316188309
7542711
166469
SH
SOLE
145655
0
20814
GENERAC HLDGS INC
COM
368736104
3371723
26730
SH
SOLE
23358
0
3372
GENERAL DYNAMICS CORP
COM
369550108
4724458
16724
SH
SOLE
14706
0
2018
GLOBAL PMTS INC
COM
37940X102
202094
1512
SH
SOLE
1512
0
0
HOME DEPOT INC
COM
437076102
375117
978
SH
SOLE
978
0
0
INTEL CORP
COM
458140100
265948
6021
SH
SOLE
5794
0
227
INTUIT
COM
461202103
5332600
8204
SH
SOLE
7286
0
918
INVESCO EXCH TRADED FD TR II
SHORT TERM TREAS
46138G888
27200397
257897
SH
SOLE
231104
0
26793
INVESCO GALAXY BITCOIN ETF
COM SHS BEN INT
46091J101
269838
3800
SH
SOLE
3800
0
0
ISHARES TR
CORE US AGGBD ET
464287226
239758
2448
SH
SOLE
2448
0
0
ISHARES TR
RUS 1000 VAL ETF
464287598
394759
2204
SH
SOLE
1988
0
216
ISHARES TR
U.S. MED DVC ETF
464288810
713627
12180
SH
SOLE
12180
0
0
ISHARES TR
EAFE GRWTH ETF
464288885
787870
7591
SH
SOLE
7039
0
552
ISHARES TR
CORE S&P US VLU
464287663
983535
10875
SH
SOLE
7236
0
3639
ISHARES TR
1 3 YR TREAS BD
464287457
1385844
16946
SH
SOLE
14957
0
1989
ISHARES TR
S&P MC 400GR ETF
464287606
2850285
31236
SH
SOLE
22475
0
8761
ISHARES TR
CORE S&P SCP ETF
464287804
3445289
31173
SH
SOLE
26036
0
5137
ISHARES TR
CORE S&P US GWT
464287671
3708759
31642
SH
SOLE
22846
0
8796
ISHARES TR
0-3 MNTH TREASRY
46436E718
4760764
47272
SH
SOLE
39452
0
7820
ISHARES TR
CORE S&P MCP ETF
464287507
4790218
78864
SH
SOLE
67619
0
11245
ITT INC
COM
45073V108
3852778
28323
SH
SOLE
24909
0
3414
JOHNSON & JOHNSON
COM
478160104
628648
3974
SH
SOLE
3777
0
197
LKQ CORP
COM
501889208
3820792
71537
SH
SOLE
64130
0
7407
LOWES COS INC
COM
548661107
5769131
22648
SH
SOLE
19492
0
3156
MARKEL GROUP INC
COM
570535104
3765663
2475
SH
SOLE
2173
0
302
MCDONALDS CORP
COM
580135101
379223
1345
SH
SOLE
1345
0
0
MERCK & CO INC
COM
58933Y105
3483744
26402
SH
SOLE
22473
0
3929
MICROCHIP TECHNOLOGY INC.
COM
595017104
3580147
39908
SH
SOLE
34302
0
5606
MICROSOFT CORP
COM
594918104
6516099
15488
SH
SOLE
14582
0
906
NVR INC
COM
62944T105
3531583
436
SH
SOLE
387
0
49
NXP SEMICONDUCTORS N V
COM
N6596X109
3991575
16110
SH
SOLE
13922
0
2188
PACCAR INC
COM
693718108
5550644
44803
SH
SOLE
38943
0
5860
PEPSICO INC
COM
713448108
3561279
20349
SH
SOLE
17627
0
2722
PIMCO ETF TR
SHTRM MUN BD ACT
72201R874
623900
12503
SH
SOLE
12503
0
0
PROCTER AND GAMBLE CO
COM
742718109
2828022
17430
SH
SOLE
15106
0
2324
RAVE RESTAURANT GROUP INC
COM
754198109
359160
164000
SH
SOLE
0
0
164000
RING ENERGY INC
COM
76680V108
68600
35000
SH
SOLE
0
0
35000
SCHWAB CHARLES CORP
COM
808513105
4445293
61450
SH
SOLE
53640
0
7810
SIMPLIFY EXCHANGE TRADED FUN
MBS ETF
82889N525
1174392
23068
SH
SOLE
11193
0
11875
SSGA ACTIVE TR
SPDR DBLELN EMRG
78470P309
1825998
43283
SH
SOLE
40741
0
2542
STRYKER CORPORATION
COM
863667101
6150712
17187
SH
SOLE
14563
0
2624
T ROWE PRICE ETF INC
SMALL MID CAP
87283Q826
764574
24365
SH
SOLE
23579
0
786
TEREX CORP NEW
COM
880779103
3190827
49547
SH
SOLE
43958
0
5589
TESLA INC
COM
88160R101
3073337
17483
SH
SOLE
15263
0
2220
UFP INDUSTRIES INC
COM
90278Q108
5044641
41010
SH
SOLE
36189
0
4821
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
27153141
354156
SH
SOLE
318792
0
35364
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
754219
1569
SH
SOLE
334
0
1235
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
3389998
66996
SH
SOLE
48112
0
18884
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
294003
1610
SH
SOLE
322
0
1288
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
374871
7472
SH
SOLE
4272
0
3200
VANGUARD WELLINGTON FD
SHORT TRM TAX EX
921935870
808118
8025
SH
SOLE
4628
0
3397
VERISK ANALYTICS INC
COM
92345Y106
549251
2330
SH
SOLE
2220
0
110
VISA INC
COM CL A
92826C839
4917669
17621
SH
SOLE
15256
0
2365
WABTEC
COM
929740108
4171547
28635
SH
SOLE
24869
0
3766
WALMART INC
COM
931142103
567726
9435
SH
SOLE
9012
0
423
YUM BRANDS INC
COM
988498101
661222
4769
SH
SOLE
0
0
4769