Snider Financial Group
102 holdingsFiling period: 2026-03-31Current AUM: $378.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 65.5K | $42.8M | $49.2M | 13.00% | +2.9K | 2026-03-31 |
| 2 | AGG | ISHARES TR | 203.3K | $20.2M | $19.8M | 5.23% | -31,545 | 2026-03-31 |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | 91.9K | $19.8M | $22.0M | 5.81% | -4,739 | 2026-03-31 |
| 4 | GOVT | ISHARES TR | 734.2K | $16.8M | $16.5M | 4.36% | +52.2K | 2026-03-31 |
| 5 | MSFT | MICROSOFT CORP | 36.6K | $13.5M | $17.0M | 4.49% | +252 | 2026-03-31 |
| 6 | LLY | ELI LILLY & CO | 12.4K | $11.4M | $14.2M | 3.75% | -333 | 2026-03-31 |
| 7 | AMZN | AMAZON COM INC | 46.6K | $9.7M | $12.7M | 3.34% | -2,810 | 2026-03-31 |
| 8 | GOOG | ALPHABET INC | 31.5K | $9.0M | $11.2M | 2.97% | -2,771 | 2026-03-31 |
| 9 | ICSH | ISHARES TR | 176.3K | $8.9M | $8.9M | 2.36% | -28,302 | 2026-03-31 |
| 10 | META | META PLATFORMS INC | 14.4K | $8.3M | $8.0M | 2.12% | +336 | 2026-03-31 |
| 11 | XLK | SELECT SECTOR SPDR TR | 61.0K | $8.1M | $10.7M | 2.83% | -562 | 2026-03-31 |
| 12 | RECS | COLUMBIA ETF TR I | 207.7K | $8.1M | $9.1M | 2.40% | +22.9K | 2026-03-31 |
| 13 | MBB | ISHARES TR | 83.7K | $7.9M | $7.8M | 2.05% | +5.6K | 2026-03-31 |
| 14 | AAPL | APPLE INC | 30.0K | $7.6M | $9.3M | 2.45% | -11,365 | 2026-03-31 |
| 15 | SCHG | SCHWAB STRATEGIC TR | 219.3K | $6.4M | $7.5M | 1.98% | -24,890 | 2026-03-31 |
| 16 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 18.4K | $6.2M | $7.4M | 1.96% | -607 | 2026-03-31 |
| 17 | NVDA | NVIDIA CORPORATION | 35.6K | $6.2M | $7.1M | 1.89% | -1,736 | 2026-03-31 |
| 18 | IEFA | ISHARES TR | 64.9K | $5.9M | $6.4M | 1.68% | +36.3K | 2026-03-31 |
| 19 | JPM | JPMORGAN CHASE & CO | 17.7K | $5.2M | $6.2M | 1.64% | -22 | 2026-03-31 |
| 20 | COST | COSTCO WHOLESALE CORPORATION | 5.1K | $5.1M | $4.9M | 1.29% | -491 | 2026-03-31 |
| 21 | SYK | STRYKER CORPORATION | 14.6K | $4.8M | $4.8M | 1.26% | -1,760 | 2026-03-31 |
| 22 | JEPI | J P MORGAN EXCHANGE TRADED F | 82.9K | $4.7M | $4.8M | 1.26% | +4.5K | 2026-03-31 |
| 23 | WMT | WALMART INC | 37.3K | $4.6M | $4.2M | 1.10% | -9,411 | 2026-03-31 |
| 24 | CRWD | CROWDSTRIKE HLDGS INC | 10.9K | $4.3M | $8.4M | 2.21% | +1.0K | 2026-03-31 |
| 25 | TDG | TRANSDIGM GROUP INC | 3.6K | $4.2M | $4.5M | 1.20% | +157 | 2026-03-31 |
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