Souders Financial Advisors
226 holdingsFiling period: 2026-06-30Current AUM: $996.1Mestimated 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 | $74.0M | 7.43% | +213.1K | 2026-06-30 |
| 2 | CGDV | Capital Group Dividend Value | 1.03M | $51.0M | $50.5M | 5.07% | +14.4K | 2026-06-30 |
| 3 | CGUS | Capital Group Core Equity ET | 1.05M | $46.9M | $46.7M | 4.69% | +57.5K | 2026-06-30 |
| 4 | VXUS | Vanguard Star Fds | 521.4K | $44.6M | $43.1M | 4.33% | +8.0K | 2026-06-30 |
| 5 | VOO | Vanguard Index Fds | 59.2K | $40.7M | $41.7M | 4.18% | -30,424 | 2026-06-30 |
| 6 | TCAF | T Rowe Price Exchange-Traded | 810.1K | $33.3M | $35.1M | 3.52% | +32.9K | 2026-06-30 |
| 7 | FBND | Fidelity Merrimack Str TR | 713.4K | $32.5M | $31.5M | 3.16% | +41.7K | 2026-06-30 |
| 8 | SCHD | Schwab Strategic TR | 887.3K | $28.1M | $31.3M | 3.14% | -175,529 | 2026-06-30 |
| 9 | SCHG | Schwab Strategic TR | 818.5K | $27.7M | $28.7M | 2.88% | +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 | $23.3M | 2.33% | +239.9K | 2026-06-30 |
| 12 | CGGR | Capital Group Growth ETF | 455.9K | $21.5M | $21.0M | 2.11% | +71.7K | 2026-06-30 |
| 13 | CGXU | Capital Group Intl Focus Eqt | 617.2K | $21.4M | $19.6M | 1.97% | -5,434 | 2026-06-30 |
| 14 | VTV | Vanguard Index Fds | 89.7K | $19.5M | $20.3M | 2.04% | -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 | $20.2M | 2.03% | +4.7K | 2026-06-30 |
| 17 | AAPL | Apple Inc | 62.7K | $18.1M | $21.6M | 2.16% | +916 | 2026-06-30 |
| 18 | CGCV | Capital Group Conservative E | 510.8K | $16.8M | $17.0M | 1.70% | +41.4K | 2026-06-30 |
| 19 | TCHP | T Rowe Price Exchange-Traded | 321.5K | $16.1M | $15.9M | 1.59% | +12.0K | 2026-06-30 |
| 20 | CGGO | Capital Group Gbl Growth Eqt | 367.3K | $15.5M | $13.8M | 1.39% | +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 | 1.37% | -- | 2026-06-30 |
| 24 | CGIC | Capital Group International | 383.8K | $14.0M | $13.4M | 1.34% | +23.0K | 2026-06-30 |
| 25 | CGSD | Capital Grp Fixed Incm ETF T | 526.7K | $13.6M | $13.4M | 1.34% | +36.7K | 2026-06-30 |
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