Salomon & Ludwin, LLC
2,122 holdingsFiling period: 2026-06-30Current AUM: $1.21Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVW | ISHARES S&P 500 GROWTH | 578.3K | $79.1M | $79.1M | 6.53% | -20,201 | 2026-06-30 |
| 2 | SUB | ISHARES SHORT-TERM | 726.7K | $77.3M | $76.6M | 6.32% | +15.6K | 2026-06-30 |
| 3 | XLK | STATE STREET TECHNOLOGY | 404.8K | $75.3M | $72.6M | 5.99% | -28,507 | 2026-06-30 |
| 4 | JMST | JPMORGAN ULTRA-SHORT | 1.20M | $61.2M | $61.0M | 5.03% | +12.1K | 2026-06-30 |
| 5 | VOO | VANGUARD S&P 500 ETF | 75.1K | $51.4M | $52.2M | 4.30% | -2,722 | 2026-06-30 |
| 6 | BIL | STATE STREET SPDR | 539.5K | $49.3M | $49.2M | 4.06% | +10.1K | 2026-06-30 |
| 7 | IVE | ISHARES S&P 500 VALUE | 179.3K | $40.8M | $41.9M | 3.46% | -6,732 | 2026-06-30 |
| 8 | SPY | STATE STREET SPDR S&P | 40.5K | $30.2M | $30.7M | 2.53% | -1,986 | 2026-06-30 |
| 9 | VEA | VANGUARD FTSE DEVELOPED | 424.0K | $29.8M | $29.9M | 2.47% | -1,670 | 2026-06-30 |
| 10 | VTEB | VANGUARD TAX-EXEMPT BOND | 578.4K | $29.3M | $27.9M | 2.30% | +14.3K | 2026-06-30 |
| 11 | MUB | ISHARES NATIONAL MUNI | 253.8K | $27.3M | $26.1M | 2.15% | +12.5K | 2026-06-30 |
| 12 | IJH | ISHARES CORE S&P MID-CAP | 344.3K | $26.3M | $25.0M | 2.06% | -8,326 | 2026-06-30 |
| 13 | VGSH | VANGUARD SHORT-TERM | 443.8K | $25.8M | $25.5M | 2.11% | +12.5K | 2026-06-30 |
| 14 | MSFT | MICROSOFT CORP | 60.3K | $23.2M | $30.9M | 2.55% | -1,223 | 2026-06-30 |
| 15 | EFA | ISHARES MSCI EAFE ETF | 206.7K | $21.3M | $21.6M | 1.78% | -5,019 | 2026-06-30 |
| 16 | IWM | ISHARES RUSSELL 2000 | 70.7K | $21.2M | $20.2M | 1.66% | -685 | 2026-06-30 |
| 17 | VYM | VANGUARD HIGH DIVIDEND | 128.4K | $20.3M | $20.7M | 1.71% | -3,138 | 2026-06-30 |
| 18 | AAPL | APPLE INC | 68.5K | $20.2M | $23.1M | 1.91% | -877 | 2026-06-30 |
| 19 | IJK | ISHARES S&P MID-CAP 400 | 165.4K | $19.2M | $17.9M | 1.47% | -9,186 | 2026-06-30 |
| 20 | XLY | STATE STREET CONSUMER | 155.1K | $18.4M | $17.4M | 1.43% | -2,052 | 2026-06-30 |
| 21 | VUG | VANGUARD GROWTH INDEX | 201.2K | $17.3M | $17.5M | 1.44% | +166.9K | 2026-06-30 |
| 22 | XLV | STATE STREET HEALTH CARE | 99.6K | $15.9M | $16.8M | 1.39% | -950 | 2026-06-30 |
| 23 | VGIT | VANGUARD INTER-TERM | 269.9K | $15.8M | $15.4M | 1.27% | +9.4K | 2026-06-30 |
| 24 | XLF | STATE STREET FINANCIAL | 280.0K | $15.4M | $16.3M | 1.35% | -2,145 | 2026-06-30 |
| 25 | SPTI | STATE STREET SPDR | 536.8K | $15.2M | $14.7M | 1.21% | +21.0K | 2026-06-30 |
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