Souders Financial Advisors
226 holdingsFiling period: 2026-06-30Current AUM: $993.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | CGCP | CAPITAL GRP FIXED INCM ETF T | 3.44M | $76.7M | $74.3M | 7.48% | +213.1K | 2026-06-30 |
| 2 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 1.03M | $51.0M | $50.4M | 5.07% | +14.4K | 2026-06-30 |
| 3 | CGUS | CAPITAL GROUP CORE EQUITY ET | 1.05M | $46.9M | $46.3M | 4.67% | +57.5K | 2026-06-30 |
| 4 | VXUS | VANGUARD STAR FDS | 521.4K | $44.6M | $44.7M | 4.50% | +8.0K | 2026-06-30 |
| 5 | VOO | VANGUARD INDEX FDS | 59.2K | $40.7M | $41.2M | 4.15% | -30,424 | 2026-06-30 |
| 6 | TCAF | T ROWE PRICE EXCHANGE-TRADED | 810.1K | $33.3M | $34.0M | 3.43% | +32.9K | 2026-06-30 |
| 7 | FBND | FIDELITY MERRIMACK STR TR | 713.4K | $32.5M | $31.5M | 3.17% | +41.7K | 2026-06-30 |
| 8 | SCHD | SCHWAB STRATEGIC TR | 887.3K | $28.1M | $30.5M | 3.07% | -175,529 | 2026-06-30 |
| 9 | SCHG | SCHWAB STRATEGIC TR | 818.5K | $27.7M | $28.7M | 2.89% | +131.9K | 2026-06-30 |
| 10 | JPST | J P MORGAN EXCHANGE TRADED F | 456.1K | $23.1M | $23.0M | 2.31% | +29.4K | 2026-06-30 |
| 11 | SPYM | SPDR SERIES TRUST | 258.2K | $22.7M | $23.0M | 2.31% | +239.9K | 2026-06-30 |
| 12 | CGGR | CAPITAL GROUP GROWTH ETF | 455.9K | $21.5M | $21.0M | 2.12% | +71.7K | 2026-06-30 |
| 13 | CGXU | CAPITAL GROUP INTL FOCUS EQT | 617.2K | $21.4M | $21.2M | 2.13% | -5,434 | 2026-06-30 |
| 14 | VTV | VANGUARD INDEX FDS | 89.7K | $19.5M | $20.0M | 2.01% | -3,397 | 2026-06-30 |
| 15 | VGIT | VANGUARD SCOTTSDALE FDS | 314.2K | $18.5M | $18.0M | 1.81% | +125.9K | 2026-06-30 |
| 16 | PG | PROCTER & GAMBLE CO | 126.3K | $18.5M | $18.5M | 1.87% | +4.7K | 2026-06-30 |
| 17 | AAPL | APPLE INC | 62.7K | $18.1M | $20.8M | 2.09% | +916 | 2026-06-30 |
| 18 | CGCV | CAPITAL GROUP CONSERVATIVE E | 510.8K | $16.8M | $16.6M | 1.67% | +41.4K | 2026-06-30 |
| 19 | TCHP | T ROWE PRICE EXCHANGE-TRADED | 321.5K | $16.1M | $15.9M | 1.60% | +12.0K | 2026-06-30 |
| 20 | CGGO | CAPITAL GROUP GBL GROWTH EQT | 367.3K | $15.5M | $14.3M | 1.44% | +20.3K | 2026-06-30 |
| 21 | TMSL | T ROWE PRICE EXCHANGE-TRADED | 348.6K | $15.3M | $14.4M | 1.45% | -6,933 | 2026-06-30 |
| 22 | SGOV | ISHARES TR | 148.2K | $14.9M | $14.9M | 1.50% | -- | 2026-06-30 |
| 23 | VCRB | VANGUARD MALVERN FDS | 183.3K | $14.2M | $13.7M | 1.38% | -- | 2026-06-30 |
| 24 | CGIC | CAPITAL GROUP INTERNATIONAL | 383.8K | $14.0M | $13.9M | 1.40% | +23.0K | 2026-06-30 |
| 25 | CGSD | CAPITAL GRP FIXED INCM ETF T | 526.7K | $13.6M | $13.4M | 1.35% | +36.7K | 2026-06-30 |
← Scroll →
Page 1 of 10