Goldstone Financial Group, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
GF Goldstone Financial Group, LLC | Institutional Filer | ▲ 3.62% | $882.5M | 224 |
Current Portfolio Holdings
Showing all 224 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | — | 201K | $120.2M | 13.62% |
| 2 | VTV | VANGUARD INDEX FDS | — | 193K | $37.8M | 4.28% |
| 3 | JQUA | J P MORGAN EXCHANGE TRADED F | — | 580K | $35.6M | 4.03% |
| 4 | BUFR | FIRST TR EXCHNG TRADED FD VI | — | 1.0M | $34.8M | 3.94% |
| 5 | JPIB | J P MORGAN EXCHANGE TRADED F | — | 539K | $25.8M | 2.92% |
| 6 | IUSG | ISHARES TR | — | 136K | $21.0M | 2.38% |
| 7 | VTI | VANGUARD INDEX FDS | — | 58K | $18.7M | 2.12% |
| 8 | VO | VANGUARD INDEX FDS | — | 64K | $18.4M | 2.08% |
| 9 | FSMD | FIDELITY COVINGTON TRUST | — | 358K | $16.0M | 1.81% |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | — | 250K | $16.0M | 1.81% |
| 11 | CLOA | BLACKROCK ETF TRUST II | — | 304K | $15.8M | 1.79% |
| 12 | AAPL | Apple Inc. | Technology | 61K | $15.4M | 1.74% |
| 13 | FBND | FIDELITY MERRIMACK STR TR | — | 327K | $14.9M | 1.69% |
| 14 | FNDA | SCHWAB STRATEGIC TR | — | 443K | $14.4M | 1.63% |
| 15 | IVV | ISHARES TR | — | 22K | $14.2M | 1.60% |
Showing 1 to 15 of 224 holdings