Stirlingshire Investments, Inc.
197 holdingsFiling period: 2026-03-31Current AUM: $120.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VCSH | VANGUARD SCOTTSDALE FDS | 54.2K | $4.3M | $4.3M | 3.53% | +6.0K | 2026-03-31 |
| 2 | JAAA | JANUS DETROIT STR TR | 84.5K | $4.3M | $4.3M | 3.55% | +14.0K | 2026-03-31 |
| 3 | MGV | VANGUARD WORLD FD | 23.3K | $3.4M | $3.8M | 3.15% | +7.6K | 2026-03-31 |
| 4 | VBR | VANGUARD INDEX FDS | 12.9K | $2.8M | $3.1M | 2.61% | +4.9K | 2026-03-31 |
| 5 | VTI | VANGUARD INDEX FDS | 8.6K | $2.8M | $3.2M | 2.63% | -32 | 2026-03-31 |
| 6 | VUSB | VANGUARD BD INDEX FDS | 53.3K | $2.7M | $2.7M | 2.20% | +12.4K | 2026-03-31 |
| 7 | VGIT | VANGUARD SCOTTSDALE FDS | 41.5K | $2.5M | $2.4M | 2.00% | +1.8K | 2026-03-31 |
| 8 | CWB | SPDR SERIES TRUST | 25.2K | $2.3M | $2.6M | 2.12% | +21.2K | 2026-03-31 |
| 9 | DFAC | DIMENSIONAL ETF TRUST | 55.8K | $2.2M | $2.5M | 2.06% | +3.8K | 2026-03-31 |
| 10 | BIL | SPDR SERIES TRUST | 22.7K | $2.1M | $2.1M | 1.72% | -38,886 | 2026-03-31 |
| 11 | AAPL | APPLE INC | 6.9K | $1.8M | $2.1M | 1.77% | +362 | 2026-03-31 |
| 12 | ZECP | ZACKS TRUST | 49.3K | $1.7M | $1.9M | 1.54% | +1.1K | 2026-03-31 |
| 13 | JEPI | J P MORGAN EXCHANGE TRADED F | 28.3K | $1.6M | $1.6M | 1.34% | -16,646 | 2026-03-31 |
| 14 | QQQY | TIDAL TRUST II | 74.1K | $1.5M | $1.6M | 1.35% | -2,821 | 2026-03-31 |
| 15 | SPYM | SPDR SERIES TRUST | 19.3K | $1.5M | $1.7M | 1.41% | -347 | 2026-03-31 |
| 16 | AGG | ISHARES TR | 14.0K | $1.4M | $1.4M | 1.13% | +187 | 2026-03-31 |
| 17 | IVV | ISHARES TR | 2.1K | $1.4M | $1.6M | 1.31% | +553 | 2026-03-31 |
| 18 | NVDA | NVIDIA CORPORATION | 7.3K | $1.3M | $1.5M | 1.21% | +203 | 2026-03-31 |
| 19 | NVDY | TIDAL TRUST II | 94.2K | $1.2M | $1.1M | 0.94% | -1,772 | 2026-03-31 |
| 20 | GLD | SPDR GOLD TR | 2.8K | $1.2M | $1.0M | 0.86% | +175 | 2026-03-31 |
| 21 | WDTE | TIDAL TRUST II | 41.8K | $1.2M | $1.2M | 1.01% | -2,301 | 2026-03-31 |
| 22 | VEA | VANGUARD TAX-MANAGED FDS | 18.5K | $1.2M | $1.3M | 1.08% | +34 | 2026-03-31 |
| 23 | SGOV | ISHARES TR | 10.6K | $1.1M | $1.1M | 0.89% | -3,976 | 2026-03-31 |
| 24 | SPY | STATE STR SPDR S&P 500 ETF T | 1.6K | $1.0M | $1.2M | 0.99% | +574 | 2026-03-31 |
| 25 | MINT | PIMCO ETF TR | 10.3K | $1.0M | $1.0M | 0.86% | +251 | 2026-03-31 |
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