Bluespring Wealth Management, LLC
552 holdingsFiling period: 2026-06-30Current AUM: $5.28Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 836.2K | $242.0M | $288.2M | 5.46% | +697.9K | 2026-06-30 |
| 2 | QUAL | iShares TR | 1.05M | $229.7M | $232.9M | 4.41% | +266.5K | 2026-06-30 |
| 3 | IVV | iShares TR | 291.2K | $218.1M | $221.1M | 4.19% | +283.2K | 2026-06-30 |
| 4 | SCHF | Schwab Strategic TR | 4.73M | $130.9M | $127.5M | 2.42% | +1.11M | 2026-06-30 |
| 5 | GOOGL | Alphabet Inc | 362.7K | $129.6M | $101.5M | 1.92% | +351.0K | 2026-06-30 |
| 6 | OEF | iShares TR | 301.5K | $110.3M | $112.6M | 2.13% | +79.8K | 2026-06-30 |
| 7 | DGRW | WisdomTree TR | 1.09M | $104.1M | $107.2M | 2.03% | +371.8K | 2026-06-30 |
| 8 | AMZN | Amazon.com Inc | 432.7K | $103.1M | $104.0M | 1.97% | +416.9K | 2026-06-30 |
| 9 | DGRO | iShares TR | 1.33M | $100.6M | $107.5M | 2.04% | -- | 2026-06-30 |
| 10 | PYLD | PIMCO ETF TR | 3.64M | $96.5M | $93.3M | 1.77% | -- | 2026-06-30 |
| 11 | IEFA | iShares TR | 784.3K | $75.7M | $75.5M | 1.43% | -- | 2026-06-30 |
| 12 | AVEM | American Centy ETF TR | 784.9K | $75.7M | $67.5M | 1.28% | -- | 2026-06-30 |
| 13 | SCHB | Schwab Strategic TR | 2.53M | $73.2M | $73.5M | 1.39% | +724.9K | 2026-06-30 |
| 14 | GLD | Spdr Gold TR | 197.2K | $72.6M | $70.2M | 1.33% | +193.7K | 2026-06-30 |
| 15 | NVDA | NVIDIA Corporation | 340.7K | $68.2M | $69.7M | 1.32% | +322.0K | 2026-06-30 |
| 16 | IJH | iShares TR | 861.2K | $66.4M | $63.2M | 1.20% | -- | 2026-06-30 |
| 17 | GLDM | World Gold TR | 812.6K | $64.5M | $62.4M | 1.18% | +417.7K | 2026-06-30 |
| 18 | VNLA | Janus Detroit Str TR | 1.32M | $64.4M | $64.0M | 1.21% | -- | 2026-06-30 |
| 19 | SPY | State Str Spdr S&P 500 ETF T | 82.6K | $61.7M | $62.5M | 1.18% | +20.8K | 2026-06-30 |
| 20 | JCPB | J P Morgan Exchange Traded F | 1.31M | $61.4M | $59.6M | 1.13% | +476.9K | 2026-06-30 |
| 21 | MSFT | Microsoft Corp | 161.3K | $60.2M | $84.2M | 1.59% | +140.8K | 2026-06-30 |
| 22 | VEA | Vanguard Tax-Managed Fds | 803.2K | $57.2M | $55.8M | 1.06% | +790.0K | 2026-06-30 |
| 23 | LLY | Eli Lilly & Co | 46.9K | $56.2M | $66.4M | 1.26% | +45.3K | 2026-06-30 |
| 24 | AVUV | American Centy ETF TR | 434.8K | $54.2M | $53.7M | 1.02% | +167.7K | 2026-06-30 |
| 25 | BND | Vanguard BD Index Fds | 736.2K | $54.0M | $52.7M | 1.00% | +285.2K | 2026-06-30 |
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