Campion Asset Management
84 holdingsFiling period: 2026-06-30Current AUM: $169.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IJH | iShares TR | 239.7K | $18.5M | $17.5M | 10.35% | +6.6K | 2026-06-30 |
| 2 | IVV | iShares TR | 23.5K | $17.6M | $18.2M | 10.73% | +288 | 2026-06-30 |
| 3 | VEA | Vanguard Tax-Managed Fds | 156.5K | $11.2M | $10.9M | 6.45% | +821 | 2026-06-30 |
| 4 | IWB | iShares TR | 23.1K | $9.4M | $9.7M | 5.72% | -341 | 2026-06-30 |
| 5 | IWR | iShares TR | 85.5K | $9.4M | $9.4M | 5.53% | -678 | 2026-06-30 |
| 6 | LMT | Lockheed Martin Corp | 17.4K | $8.9M | $9.5M | 5.64% | +4 | 2026-06-30 |
| 7 | VNQ | Vanguard Index Fds | 83.1K | $8.0M | $7.7M | 4.53% | +1.5K | 2026-06-30 |
| 8 | IJR | iShares TR | 48.9K | $7.3M | $6.7M | 3.98% | +1.1K | 2026-06-30 |
| 9 | IGM | iShares TR | 34.3K | $5.6M | $5.5M | 3.26% | +435 | 2026-06-30 |
| 10 | AAPL | Apple Inc | 17.2K | $5.0M | $5.9M | 3.46% | +21 | 2026-06-30 |
| 11 | VWO | Vanguard Intl Equity Index F | 81.3K | $4.9M | $4.7M | 2.80% | +2.1K | 2026-06-30 |
| 12 | IWM | iShares TR | 13.3K | $4.0M | $3.7M | 2.16% | -147 | 2026-06-30 |
| 13 | IJJ | iShares TR | 24.6K | $3.6M | $3.5M | 2.08% | -425 | 2026-06-30 |
| 14 | LLY | Eli Lilly & Co | 2.7K | $3.2M | $3.4M | 2.03% | -49 | 2026-06-30 |
| 15 | VOX | Vanguard World FD | 16.7K | $3.1M | $3.2M | 1.87% | +36 | 2026-06-30 |
| 16 | XOM | Exxon Mobil Corp | 15.3K | $2.1M | $2.7M | 1.61% | -103 | 2026-06-30 |
| 17 | XOM | Exxon Mobil Corp | 15.3K | $2.1M | $2.7M | 1.61% | -103 | 2026-06-30 |
| 18 | MSFT | Microsoft Corp | 5.6K | $2.1M | $3.0M | 1.75% | +92 | 2026-06-30 |
| 19 | EMXC | iShares Inc | 19.7K | $2.0M | $1.8M | 1.08% | +722 | 2026-06-30 |
| 20 | EFV | iShares TR | 21.4K | $1.6M | $1.7M | 1.00% | -230 | 2026-06-30 |
| 21 | CSCO | Cisco Sys Inc | 13.2K | $1.5M | $1.4M | 0.83% | -511 | 2026-06-30 |
| 22 | GOOGL | Alphabet Inc | 4.3K | $1.5M | $1.5M | 0.86% | +195 | 2026-06-30 |
| 23 | JPM | JPMorgan Chase & Co | 4.6K | $1.5M | $1.5M | 0.90% | -1 | 2026-06-30 |
| 24 | PG | Procter & Gamble Co | 9.0K | $1.3M | $1.4M | 0.85% | +193 | 2026-06-30 |
| 25 | IJS | iShares TR | 9.4K | $1.3M | $1.2M | 0.73% | -220 | 2026-06-30 |
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