hemming& Wealth Management, Inc.
15 holdingsFiling period: 2026-03-31Current AUM: $167.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | JQUA | J P MORGAN EXCHANGE TRADED F | 442.8K | $27.2M | $32.0M | 19.12% | -27,784 | 2026-03-31 |
| 2 | IVW | ISHARES TR | 226.6K | $25.6M | $30.6M | 18.33% | +43.0K | 2026-03-31 |
| 3 | IVV | ISHARES TR | 31.8K | $20.8M | $23.8M | 14.25% | +4.5K | 2026-03-31 |
| 4 | DYNF | BLACKROCK ETF TRUST | 300.7K | $17.5M | $20.3M | 12.13% | +69.7K | 2026-03-31 |
| 5 | EFV | ISHARES TR | 228.6K | $17.0M | $18.5M | 11.05% | -3,306 | 2026-03-31 |
| 6 | IYW | ISHARES TR | 68.9K | $12.5M | $16.4M | 9.81% | +25.7K | 2026-03-31 |
| 7 | IVE | ISHARES TR | 53.0K | $11.2M | $12.3M | 7.34% | -32,458 | 2026-03-31 |
| 8 | IJR | ISHARES TR | 63.1K | $7.8M | $9.2M | 5.49% | -26,487 | 2026-03-31 |
| 9 | MSFT | MICROSOFT CORP | 2.2K | $814K | $1.0M | 0.61% | -- | 2026-03-31 |
| 10 | KO | COCA COLA CO | 10.3K | $785K | $904K | 0.54% | -- | 2026-03-31 |
| 11 | SYK | STRYKER CORPORATION | 2.2K | $726K | $720K | 0.43% | -- | 2026-03-31 |
| 12 | GOOGL | ALPHABET INC | 1.5K | $437K | $541K | 0.32% | -- | 2026-03-31 |
| 13 | AAPL | APPLE INC | 1.5K | $368K | $448K | 0.27% | -300 | 2026-03-31 |
| 14 | COST | COSTCO WHOLESALE CORPORATION | 306 | $304K | $290K | 0.17% | -- | 2026-03-31 |
| 15 | WMT | WALMART INC | 1.7K | $216K | $193K | 0.12% | -- | 2026-03-31 |
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