Bigelow Investment Advisors, LLC
157 holdingsFiling period: 2026-06-30Current AUM: $276.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 26.1K | $19.5M | $19.8M | 7.15% | +463 | 2026-06-30 |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | 18.1K | $13.5M | $13.7M | 4.96% | -407 | 2026-06-30 |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | 50.3K | $11.9M | $12.0M | 4.32% | -172 | 2026-06-30 |
| 4 | IAU | ISHARES GOLD TR | 126.9K | $9.6M | $10.3M | 3.70% | -4,134 | 2026-06-30 |
| 5 | HEFA | ISHARES TR | 171.0K | $8.0M | $7.9M | 2.86% | +30.8K | 2026-06-30 |
| 6 | IJH | ISHARES TR | 102.9K | $7.9M | $7.5M | 2.72% | -1,083 | 2026-06-30 |
| 7 | AAPL | APPLE INC | 26.4K | $7.6M | $8.7M | 3.16% | +72 | 2026-06-30 |
| 8 | IJR | ISHARES TR | 37.1K | $5.5M | $5.2M | 1.88% | -2,347 | 2026-06-30 |
| 9 | SCHG | SCHWAB STRATEGIC TR | 161.4K | $5.5M | $5.7M | 2.04% | +3.3K | 2026-06-30 |
| 10 | SCHX | SCHWAB STRATEGIC TR | 174.6K | $5.1M | $5.2M | 1.88% | -2,354 | 2026-06-30 |
| 11 | IGSB | ISHARES TR | 97.4K | $5.1M | $5.0M | 1.81% | +3.6K | 2026-06-30 |
| 12 | SCHO | SCHWAB STRATEGIC TR | 206.6K | $5.0M | $4.9M | 1.78% | +8.7K | 2026-06-30 |
| 13 | NVDA | NVIDIA CORPORATION | 24.0K | $4.8M | $5.1M | 1.84% | +2.5K | 2026-06-30 |
| 14 | EMXC | ISHARES INC | 46.4K | $4.7M | $4.5M | 1.62% | +2.0K | 2026-06-30 |
| 15 | BUFR | FIRST TR EXCHNG TRADED FD VI | 129.7K | $4.7M | $4.8M | 1.74% | -14,328 | 2026-06-30 |
| 16 | GOOGL | ALPHABET INC | 12.5K | $4.5M | $4.3M | 1.55% | -211 | 2026-06-30 |
| 17 | MSFT | MICROSOFT CORP | 11.5K | $4.3M | $5.7M | 2.06% | +364 | 2026-06-30 |
| 18 | JNJ | JOHNSON & JOHNSON | 16.4K | $4.2M | $4.4M | 1.59% | +118 | 2026-06-30 |
| 19 | MBB | ISHARES TR | 42.2K | $4.0M | $3.9M | 1.39% | -145 | 2026-06-30 |
| 20 | RSP | INVESCO EXCHANGE TRADED FD T | 18.5K | $3.9M | $3.9M | 1.43% | +1.2K | 2026-06-30 |
| 21 | IEFA | ISHARES TR | 39.0K | $3.8M | $3.8M | 1.38% | -396 | 2026-06-30 |
| 22 | GOOG | ALPHABET INC | 10.4K | $3.7M | $3.5M | 1.28% | -399 | 2026-06-30 |
| 23 | JPM | JPMORGAN CHASE & CO | 10.6K | $3.5M | $3.7M | 1.35% | +89 | 2026-06-30 |
| 24 | AGG | ISHARES TR | 32.0K | $3.2M | $3.1M | 1.11% | -2,619 | 2026-06-30 |
| 25 | AXP | AMERICAN EXPRESS CO | 8.4K | $2.9M | $2.7M | 0.99% | +32 | 2026-06-30 |
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