Souders Financial Advisors
217 holdingsFiling period: 2026-03-31Current AUM: $958.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | CGCP | CAPITAL GRP FIXED INCM ETF T | 3.23M | $72.1M | $70.7M | 7.38% | +175.4K | 2026-03-31 |
| 2 | VOO | VANGUARD INDEX FDS | 89.6K | $53.6M | $61.5M | 6.42% | -2,973 | 2026-03-31 |
| 3 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 1.02M | $43.4M | $50.5M | 5.27% | -301,772 | 2026-03-31 |
| 4 | VXUS | VANGUARD STAR FDS | 513.4K | $39.6M | $43.4M | 4.53% | +2.5K | 2026-03-31 |
| 5 | CGUS | CAPITAL GROUP CORE EQUITY ET | 996.1K | $38.3M | $44.5M | 4.65% | +29.5K | 2026-03-31 |
| 6 | SCHD | SCHWAB STRATEGIC TR | 1.06M | $32.6M | $35.6M | 3.71% | +883 | 2026-03-31 |
| 7 | FBND | FIDELITY MERRIMACK STR TR | 671.7K | $30.6M | $30.0M | 3.13% | +17.7K | 2026-03-31 |
| 8 | TCAF | T ROWE PRICE ETF INC | 777.2K | $27.7M | $32.2M | 3.37% | +35.3K | 2026-03-31 |
| 9 | JPST | J P MORGAN EXCHANGE TRADED F | 426.7K | $21.6M | $21.6M | 2.25% | +7.9K | 2026-03-31 |
| 10 | SCHG | SCHWAB STRATEGIC TR | 686.6K | $20.0M | $23.5M | 2.45% | +13.2K | 2026-03-31 |
| 11 | CGXU | CAPITAL GROUP INTL FOCUS EQT | 622.6K | $18.4M | $20.8M | 2.17% | +10.8K | 2026-03-31 |
| 12 | VTV | VANGUARD INDEX FDS | 93.0K | $18.3M | $20.5M | 2.14% | +1.2K | 2026-03-31 |
| 13 | PG | PROCTER & GAMBLE CO | 121.6K | $17.6M | $17.6M | 1.83% | +5.3K | 2026-03-31 |
| 14 | AAPL | APPLE INC | 61.8K | $15.7M | $19.1M | 1.99% | +1.2K | 2026-03-31 |
| 15 | CGGR | CAPITAL GROUP GROWTH ETF | 384.1K | $15.4M | $17.2M | 1.80% | +29.1K | 2026-03-31 |
| 16 | CGCV | CAPITAL GROUP CONSERVATIVE E | 469.3K | $14.0M | $15.5M | 1.62% | -- | 2026-03-31 |
| 17 | TCHP | T ROWE PRICE ETF INC | 309.5K | $13.7M | $15.1M | 1.58% | +12.6K | 2026-03-31 |
| 18 | TMSL | T ROWE PRICE ETF INC | 355.5K | $13.0M | $15.2M | 1.59% | +9.5K | 2026-03-31 |
| 19 | CGSD | CAPITAL GRP FIXED INCM ETF T | 490.0K | $12.6M | $12.6M | 1.31% | +34.1K | 2026-03-31 |
| 20 | CGIC | CAPITAL GROUP INTERNATIONAL | 360.7K | $11.9M | $13.0M | 1.35% | -14,481 | 2026-03-31 |
| 21 | CGGO | CAPITAL GROUP GBL GROWTH EQT | 347.1K | $11.6M | $13.7M | 1.43% | -4,404 | 2026-03-31 |
| 22 | BND | VANGUARD BD INDEX FDS | 153.9K | $11.3M | $11.1M | 1.16% | -2,788 | 2026-03-31 |
| 23 | CGMS | CAPITAL GRP FIXED INCM ETF T | 413.6K | $11.3M | $11.2M | 1.17% | +32.9K | 2026-03-31 |
| 24 | VGIT | VANGUARD SCOTTSDALE FDS | 188.3K | $11.2M | $11.0M | 1.15% | +4.5K | 2026-03-31 |
| 25 | DIVO | AMPLIFY ETF TR | 239.5K | $10.7M | $11.2M | 1.17% | +7.4K | 2026-03-31 |
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