Salomon & Ludwin, LLC
2,029 holdingsFiling period: 2026-06-30Current AUM: $1.22Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVW | iShares S&P 500 Growth | 578.3K | $79.1M | $79.4M | 6.52% | -20,201 | 2026-06-30 |
| 2 | SUB | iShares Short-Term | 726.7K | $77.3M | $76.9M | 6.32% | +15.6K | 2026-06-30 |
| 3 | XLK | State Street Technology | 404.8K | $75.3M | $73.6M | 6.05% | -28,507 | 2026-06-30 |
| 4 | JMST | JPMorgan Ultra-Short | 1.20M | $61.2M | $61.1M | 5.02% | +12.1K | 2026-06-30 |
| 5 | VOO | Vanguard S&P 500 ETF | 75.1K | $51.4M | $52.7M | 4.33% | -2,722 | 2026-06-30 |
| 6 | BIL | State Street Spdr | 539.5K | $49.3M | $49.3M | 4.05% | +10.1K | 2026-06-30 |
| 7 | IVE | iShares S&P 500 Value | 179.3K | $40.8M | $43.0M | 3.53% | -6,732 | 2026-06-30 |
| 8 | SPY | State Street Spdr S&P | 40.5K | $30.2M | $31.0M | 2.55% | -1,986 | 2026-06-30 |
| 9 | VEA | Vanguard Ftse Developed | 424.0K | $29.8M | $29.0M | 2.38% | -1,670 | 2026-06-30 |
| 10 | VTEB | Vanguard Tax-Exempt Bond | 578.4K | $29.3M | $28.2M | 2.31% | +14.3K | 2026-06-30 |
| 11 | MUB | iShares National Muni | 253.8K | $27.3M | $26.3M | 2.16% | +12.5K | 2026-06-30 |
| 12 | IJH | iShares Core S&P Mid-Cap | 344.3K | $26.3M | $24.9M | 2.04% | -8,326 | 2026-06-30 |
| 13 | VGSH | Vanguard Short-Term | 443.8K | $25.8M | $25.6M | 2.10% | +12.5K | 2026-06-30 |
| 14 | MSFT | Microsoft Corp | 60.3K | $23.2M | $33.1M | 2.72% | -1,223 | 2026-06-30 |
| 15 | EFA | iShares Msci Eafe ETF | 206.7K | $21.3M | $21.1M | 1.73% | -5,019 | 2026-06-30 |
| 16 | IWM | iShares Russell 2000 | 70.7K | $21.2M | $19.6M | 1.61% | -685 | 2026-06-30 |
| 17 | VYM | Vanguard High Dividend | 128.4K | $20.3M | $20.9M | 1.71% | -3,138 | 2026-06-30 |
| 18 | AAPL | Apple Inc | 68.5K | $20.2M | $24.0M | 1.97% | -877 | 2026-06-30 |
| 19 | IJK | iShares S&P Mid-Cap 400 | 165.4K | $19.2M | $17.6M | 1.45% | -9,186 | 2026-06-30 |
| 20 | XLY | State Street Consumer | 155.1K | $18.4M | $17.9M | 1.47% | -2,052 | 2026-06-30 |
| 21 | VUG | Vanguard Growth Index | 201.2K | $17.3M | $17.6M | 1.45% | +166.9K | 2026-06-30 |
| 22 | XLV | State Street Health Care | 99.6K | $15.9M | $18.0M | 1.48% | -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 | $16.1M | 1.32% | -2,145 | 2026-06-30 |
| 25 | SPTI | State Street Spdr | 536.8K | $15.2M | $14.8M | 1.21% | +21.0K | 2026-06-30 |
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