Winthrop Advisory Group LLC
195 holdingsFiling period: 2026-03-31Current AUM: $1.38Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | 968.3K | $137.9M | $158.4M | 11.44% | +50.0K | 2026-03-31 |
| 2 | IVV | ISHARES TR | 188.1K | $122.8M | $141.1M | 10.19% | +6.4K | 2026-03-31 |
| 3 | IWB | ISHARES TR | 249.4K | $88.9M | $101.9M | 7.36% | +1.6K | 2026-03-31 |
| 4 | ACWX | ISHARES TR | 1.27M | $87.0M | $95.6M | 6.91% | +145.8K | 2026-03-31 |
| 5 | QQQ | INVESCO QQQ TR | 129.4K | $74.7M | $89.0M | 6.43% | -279 | 2026-03-31 |
| 6 | ICSH | ISHARES TR | 1.22M | $62.0M | $61.9M | 4.47% | +47.2K | 2026-03-31 |
| 7 | VTI | VANGUARD INDEX FDS | 190.0K | $61.0M | $70.0M | 5.06% | +2.3K | 2026-03-31 |
| 8 | SCHB | SCHWAB STRATEGIC TR | 2.40M | $60.1M | $69.1M | 4.99% | +100.8K | 2026-03-31 |
| 9 | AAPL | APPLE INC | 154.2K | $39.1M | $47.6M | 3.44% | -2,443 | 2026-03-31 |
| 10 | SPTM | SPDR SERIES TRUST | 464.3K | $36.7M | $42.1M | 3.04% | +8.8K | 2026-03-31 |
| 11 | IJH | ISHARES TR | 537.0K | $36.3M | $40.4M | 2.92% | +308.6K | 2026-03-31 |
| 12 | DGRW | WISDOMTREE TR | 294.5K | $25.9M | $28.4M | 2.05% | +39.2K | 2026-03-31 |
| 13 | INTF | ISHARES TR | 558.7K | $21.8M | $23.4M | 1.69% | -- | 2026-03-31 |
| 14 | IWF | ISHARES TR | 47.7K | $20.3M | $22.6M | 1.63% | -271 | 2026-03-31 |
| 15 | VXF | VANGUARD INDEX FDS | 98.5K | $20.3M | $23.3M | 1.68% | +7.8K | 2026-03-31 |
| 16 | SPY | STATE STR SPDR S&P 500 ETF T | 29.1K | $18.9M | $21.8M | 1.57% | +502 | 2026-03-31 |
| 17 | MSFT | MICROSOFT CORP | 40.8K | $15.1M | $19.0M | 1.37% | +1.2K | 2026-03-31 |
| 18 | DFAC | DIMENSIONAL ETF TRUST | 321.7K | $12.5M | $14.3M | 1.03% | -832 | 2026-03-31 |
| 19 | QQQM | INVESCO EXCH TRADED FD TR II | 49.3K | $11.7M | $14.0M | 1.01% | +13.1K | 2026-03-31 |
| 20 | SCHD | SCHWAB STRATEGIC TR | 374.3K | $11.5M | $12.5M | 0.90% | -6,357 | 2026-03-31 |
| 21 | IEMG | ISHARES INC | 149.8K | $10.4M | $11.6M | 0.84% | +12.9K | 2026-03-31 |
| 22 | VXUS | VANGUARD STAR FDS | 132.9K | $10.3M | $11.2M | 0.81% | +12.5K | 2026-03-31 |
| 23 | VTEB | VANGUARD MUN BD FDS | 204.7K | $10.2M | $10.2M | 0.73% | +10.7K | 2026-03-31 |
| 24 | AMZN | AMAZON COM INC | 47.5K | $9.9M | $12.9M | 0.93% | -91 | 2026-03-31 |
| 25 | VUG | VANGUARD INDEX FDS | 22.1K | $9.6M | $11.3M | 0.82% | +4.8K | 2026-03-31 |
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