VestGen Investment Management
217 holdingsFiling period: 2026-03-31Current AUM: $195.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES TR | 94.4K | $9.5M | $9.5M | 4.86% | +29.3K | 2026-03-31 |
| 2 | NVDA | NVIDIA CORPORATION | 34.7K | $6.1M | $7.0M | 3.56% | +1.1K | 2026-03-31 |
| 3 | HYG | ISHARES TR | 54.1K | $4.3M | $4.3M | 2.20% | +278 | 2026-03-31 |
| 4 | QDF | FLEXSHARES TR | 45.8K | $3.6M | $4.2M | 2.13% | +3.3K | 2026-03-31 |
| 5 | IEF | ISHARES TR | 36.7K | $3.5M | $3.4M | 1.75% | +6.0K | 2026-03-31 |
| 6 | IQDF | FLEXSHARES TR | 108.8K | $3.4M | $3.8M | 1.94% | +6.2K | 2026-03-31 |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | 42.4K | $2.7M | $3.0M | 1.53% | -2,773 | 2026-03-31 |
| 8 | VUG | VANGUARD INDEX FDS | 6.0K | $2.6M | $3.1M | 1.57% | -319 | 2026-03-31 |
| 9 | GEV | GE VERNOVA INC | 2.8K | $2.4M | $2.7M | 1.41% | +665 | 2026-03-31 |
| 10 | AVGO | BROADCOM INC | 7.5K | $2.3M | $2.9M | 1.49% | +88 | 2026-03-31 |
| 11 | VTV | VANGUARD INDEX FDS | 11.0K | $2.2M | $2.4M | 1.24% | -6,270 | 2026-03-31 |
| 12 | HYGV | FLEXSHARES TR | 53.9K | $2.2M | $2.2M | 1.10% | -4,913 | 2026-03-31 |
| 13 | IVV | ISHARES TR | 3.2K | $2.1M | $2.4M | 1.23% | +508 | 2026-03-31 |
| 14 | APH | AMPHENOL CORP | 15.9K | $2.0M | $2.6M | 1.31% | -45 | 2026-03-31 |
| 15 | IVW | ISHARES TR | 17.5K | $2.0M | $2.4M | 1.21% | +1.1K | 2026-03-31 |
| 16 | CRS | CARPENTER TECHNOLOGY CORP | 4.7K | $1.9M | $2.4M | 1.25% | -70 | 2026-03-31 |
| 17 | VB | VANGUARD INDEX FDS | 7.0K | $1.8M | $2.1M | 1.06% | -5,916 | 2026-03-31 |
| 18 | AAPL | APPLE INC | 6.9K | $1.7M | $2.1M | 1.09% | +622 | 2026-03-31 |
| 19 | NEM | NEWMONT CORP | 16.0K | $1.7M | $1.5M | 0.77% | -372 | 2026-03-31 |
| 20 | IUSB | ISHARES TR | 37.0K | $1.7M | $1.7M | 0.86% | +257 | 2026-03-31 |
| 21 | CAH | CARDINAL HEALTH INC | 8.1K | $1.7M | $1.9M | 0.95% | +3.4K | 2026-03-31 |
| 22 | TDTT | FLEXSHARES TR | 67.8K | $1.6M | $1.6M | 0.82% | +4.7K | 2026-03-31 |
| 23 | PLTR | PALANTIR TECHNOLOGIES INC | 11.2K | $1.6M | $1.4M | 0.71% | -1,935 | 2026-03-31 |
| 24 | MSFT | MICROSOFT CORP | 4.4K | $1.6M | $2.0M | 1.05% | +495 | 2026-03-31 |
| 25 | VTI | VANGUARD INDEX FDS | 5.0K | $1.6M | $1.8M | 0.94% | -4,432 | 2026-03-31 |
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