Curran Financial Partners, LLC
143 holdingsFiling period: 2026-06-30Current AUM: $680.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | YALL | Yorkville Amer Invts TR | 2.16M | $91.7M | $92.8M | 13.65% | -- | 2026-06-30 |
| 2 | SCHD | Schwab Strategic TR | 1.49M | $47.3M | $51.7M | 7.60% | +119.0K | 2026-06-30 |
| 3 | VB | Vanguard Index Fds | 106.1K | $32.2M | $30.6M | 4.49% | +9.9K | 2026-06-30 |
| 4 | VXUS | Vanguard Star Fds | 370.4K | $31.7M | $31.0M | 4.56% | +33.3K | 2026-06-30 |
| 5 | SPYD | Spdr Series Trust | 611.6K | $29.2M | $29.1M | 4.28% | +55.3K | 2026-06-30 |
| 6 | VUG | Vanguard Index Fds | 338.3K | $29.1M | $30.0M | 4.41% | +290.8K | 2026-06-30 |
| 7 | JEPI | J P Morgan Exchange Traded F | 461.3K | $26.1M | $26.5M | 3.89% | +55.8K | 2026-06-30 |
| 8 | MLPX | Global X Fds | 333.5K | $24.6M | $24.3M | 3.58% | +24.3K | 2026-06-30 |
| 9 | SJNK | Spdr Series Trust | 771.5K | $19.3M | $18.6M | 2.73% | +86.6K | 2026-06-30 |
| 10 | FLBL | Franklin Templeton ETF TR | 831.2K | $19.1M | $18.9M | 2.78% | +97.7K | 2026-06-30 |
| 11 | VGT | Vanguard World FD | 157.9K | $18.9M | $19.0M | 2.79% | +156.8K | 2026-06-30 |
| 12 | LVHI | Legg Mason ETF Invt | 408.8K | $16.6M | $17.5M | 2.58% | +32.9K | 2026-06-30 |
| 13 | KNG | First TR Exchange-Traded FD | 305.6K | $15.4M | $15.5M | 2.28% | +35.9K | 2026-06-30 |
| 14 | VIG | Vanguard Specialized Funds | 61.5K | $14.5M | $14.9M | 2.20% | +5.4K | 2026-06-30 |
| 15 | VTV | Vanguard Index Fds | 62.7K | $13.7M | $14.1M | 2.07% | +14.8K | 2026-06-30 |
| 16 | FPE | First TR Exch Traded FD III | 715.8K | $12.8M | $12.2M | 1.79% | +80.0K | 2026-06-30 |
| 17 | BIL | Spdr Series Trust | 105.1K | $9.6M | $9.6M | 1.42% | -11,042 | 2026-06-30 |
| 18 | VYM | Vanguard Whitehall Fds | 60.0K | $9.5M | $9.7M | 1.42% | -34,583 | 2026-06-30 |
| 19 | LQD | iShares TR | 86.5K | $9.4M | $8.9M | 1.31% | +10.6K | 2026-06-30 |
| 20 | AOK | iShares TR | 226.3K | $9.4M | $9.2M | 1.35% | +23.3K | 2026-06-30 |
| 21 | HYLB | Dbx ETF TR | 239.8K | $8.8M | $8.4M | 1.24% | +30.3K | 2026-06-30 |
| 22 | BND | Vanguard BD Index Fds | 118.8K | $8.7M | $8.4M | 1.24% | +15.5K | 2026-06-30 |
| 23 | PULS | Pgim ETF TR | 163.4K | $8.1M | $8.1M | 1.19% | -16,743 | 2026-06-30 |
| 24 | AAPL | Apple Inc | 27.8K | $8.1M | $9.4M | 1.39% | -195 | 2026-06-30 |
| 25 | VTIP | Vanguard Malvern Fds | 145.6K | $7.3M | $7.1M | 1.04% | +18.2K | 2026-06-30 |
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