Salomon & Ludwin, LLC
2,101 holdingsFiling period: 2026-03-31Current AUM: $1.23Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SUB | ISHARES SHORT-TERM | 711.1K | $76.3M | $76.1M | 6.16% | +47.8K | 2026-03-31 |
| 2 | IVW | ISHARES S&P 500 GROWTH | 598.5K | $68.6M | $82.1M | 6.65% | -14,163 | 2026-03-31 |
| 3 | JMST | JPMORGAN ULTRA-SHORT | 1.19M | $60.9M | $60.8M | 4.93% | +17.8K | 2026-03-31 |
| 4 | XLK | STATE STREET TECHNOLOGY | 433.3K | $58.5M | $77.1M | 6.25% | +9.3K | 2026-03-31 |
| 5 | BIL | STATE STREET SPDR | 529.4K | $48.5M | $48.5M | 3.93% | -1,730 | 2026-03-31 |
| 6 | VOO | VANGUARD S&P 500 ETF | 77.8K | $46.9M | $53.9M | 4.36% | -3,118 | 2026-03-31 |
| 7 | IVE | ISHARES S&P 500 VALUE | 186.0K | $39.4M | $43.3M | 3.50% | -3,931 | 2026-03-31 |
| 8 | VTEB | VANGUARD TAX-EXEMPT BOND | 564.1K | $28.5M | $28.4M | 2.30% | +48.9K | 2026-03-31 |
| 9 | SPY | STATE STREET SPDR S&P | 42.5K | $27.9M | $32.0M | 2.60% | -115 | 2026-03-31 |
| 10 | VEA | VANGUARD FTSE DEVELOPED | 425.7K | $27.5M | $30.3M | 2.46% | -28,995 | 2026-03-31 |
| 11 | MUB | ISHARES NATIONAL MUNI | 241.3K | $26.0M | $25.9M | 2.10% | +26.0K | 2026-03-31 |
| 12 | VGSH | VANGUARD SHORT-TERM | 431.3K | $25.3M | $25.1M | 2.03% | +27.4K | 2026-03-31 |
| 13 | IJH | ISHARES CORE S&P MID-CAP | 352.6K | $24.0M | $26.8M | 2.17% | -7,596 | 2026-03-31 |
| 14 | MSFT | MICROSOFT CORP | 61.6K | $23.0M | $28.9M | 2.34% | -597 | 2026-03-31 |
| 15 | EFA | ISHARES MSCI EAFE ETF | 211.7K | $20.7M | $22.5M | 1.82% | -15,440 | 2026-03-31 |
| 16 | VYM | VANGUARD HIGH DIVIDEND | 131.5K | $19.5M | $21.3M | 1.73% | -1,569 | 2026-03-31 |
| 17 | IWM | ISHARES RUSSELL 2000 | 71.4K | $17.9M | $21.0M | 1.70% | -624 | 2026-03-31 |
| 18 | IJK | ISHARES S&P MID-CAP 400 | 174.6K | $17.8M | $19.8M | 1.60% | -6,710 | 2026-03-31 |
| 19 | AAPL | APPLE INC | 69.4K | $17.8M | $21.6M | 1.75% | -288 | 2026-03-31 |
| 20 | XLY | STATE STREET CONSUMER | 157.1K | $16.8M | $17.9M | 1.45% | +1.5K | 2026-03-31 |
| 21 | VGIT | VANGUARD INTER-TERM | 260.5K | $15.6M | $15.3M | 1.24% | +26.1K | 2026-03-31 |
| 22 | VUG | VANGUARD GROWTH INDEX | 34.2K | $15.1M | $17.7M | 1.43% | -236 | 2026-03-31 |
| 23 | SPTI | STATE STREET SPDR | 515.8K | $14.8M | $14.5M | 1.18% | +53.9K | 2026-03-31 |
| 24 | XLV | STATE STREET HEALTH CARE | 100.5K | $14.6M | $16.2M | 1.32% | +1.8K | 2026-03-31 |
| 25 | SHY | ISHARES 1-3 YEAR | 170.9K | $14.2M | $14.1M | 1.14% | +18.4K | 2026-03-31 |
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