Diligent Investors, LLC
347 holdingsFiling period: 2026-03-31Current AUM: $446.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 65.8K | $16.7M | $20.3M | 4.55% | -310 | 2026-03-31 |
| 2 | SPYG | SPDR SERIES TRUST | 166.3K | $16.3M | $19.5M | 4.37% | -2,701 | 2026-03-31 |
| 3 | SPYV | SPDR SERIES TRUST | 219.4K | $12.4M | $13.6M | 3.05% | -3,712 | 2026-03-31 |
| 4 | MSFT | MICROSOFT CORP | 21.5K | $7.9M | $10.0M | 2.23% | -746 | 2026-03-31 |
| 5 | SPDW | SPDR INDEX SHS FDS | 161.1K | $7.4M | $8.1M | 1.81% | -4,079 | 2026-03-31 |
| 6 | NVDA | NVIDIA CORPORATION | 39.8K | $6.9M | $8.0M | 1.79% | +925 | 2026-03-31 |
| 7 | MDYG | SPDR SERIES TRUST | 60.0K | $5.8M | $6.4M | 1.43% | -658 | 2026-03-31 |
| 8 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 11.8K | $5.6M | $5.6M | 1.26% | -88 | 2026-03-31 |
| 9 | MDYV | SPDR SERIES TRUST | 64.5K | $5.5M | $6.1M | 1.37% | -766 | 2026-03-31 |
| 10 | CVX | CHEVRON CORPORATION | 25.9K | $5.4M | $5.1M | 1.14% | +26 | 2026-03-31 |
| 11 | PAUG | INNOVATOR ETFS TRUST | 119.9K | $5.1M | $5.5M | 1.24% | -349 | 2026-03-31 |
| 12 | V | VISA INC | 16.5K | $5.0M | $6.1M | 1.36% | -530 | 2026-03-31 |
| 13 | AMZN | AMAZON COM INC | 21.3K | $4.4M | $5.8M | 1.30% | +1.1K | 2026-03-31 |
| 14 | WMT | WALMART INC | 34.1K | $4.2M | $3.8M | 0.85% | -785 | 2026-03-31 |
| 15 | META | META PLATFORMS INC | 7.2K | $4.1M | $4.0M | 0.90% | +143 | 2026-03-31 |
| 16 | PMAR | INNOVATOR ETFS TRUST | 90.8K | $4.0M | $4.4M | 0.98% | +1.4K | 2026-03-31 |
| 17 | GOOGL | ALPHABET INC | 14.0K | $4.0M | $5.0M | 1.12% | -178 | 2026-03-31 |
| 18 | SCHA | SCHWAB STRATEGIC TR | 124.4K | $3.6M | $4.2M | 0.94% | -2,209 | 2026-03-31 |
| 19 | TSLA | TESLA INC | 9.7K | $3.6M | $3.0M | 0.67% | +410 | 2026-03-31 |
| 20 | GLW | CORNING INC | 24.6K | $3.3M | $3.4M | 0.76% | +52 | 2026-03-31 |
| 21 | SPGI | S&P GLOBAL INC | 7.8K | $3.3M | $3.2M | 0.72% | +75 | 2026-03-31 |
| 22 | DIS | DISNEY WALT CO | 33.4K | $3.2M | $3.2M | 0.72% | -137 | 2026-03-31 |
| 23 | PFEB | INNOVATOR ETFS TRUST | 76.4K | $3.1M | $3.3M | 0.74% | +22.1K | 2026-03-31 |
| 24 | PJAN | INNOVATOR ETFS TRUST | 66.3K | $3.1M | $3.3M | 0.74% | +188 | 2026-03-31 |
| 25 | GS | GOLDMAN SACHS GROUP INC | 3.5K | $3.0M | $3.6M | 0.80% | -49 | 2026-03-31 |
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