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Burns Matteson Capital Management, LLC

190 holdingsFiling period: 2026-06-30Current AUM: $289.2Mestimated from latest prices
#TickerCompanySharesReported ValueCurrent Value% PortfolioChangeDate
1GLWCORNING INC COM311.2K$79.5M$44.7M15.45%-8,2522026-06-30
2SPHQINVESCO S&P 500 QUALITY ETF219.9K$19.8M$18.3M6.34%+2.3K2026-06-30
3SPIBSTATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF350.1K$11.7M$11.4M3.95%+48.2K2026-06-30
4IGIBISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF218.1K$11.6M$11.2M3.86%+30.3K2026-06-30
5COWZPACER US CASH COWS 100 ETF173.2K$10.8M$12.2M4.22%-3,1092026-06-30
6IWYISHARES RUSSELL TOP 200 GROWTH ETF32.9K$9.5M$9.3M3.21%-7642026-06-30
7DDWMWISDOMTREE DYNAMIC INTERNATIONAL EQUITY FUND190.9K$8.8M$8.9M3.07%+21.1K2026-06-30
8HEFAISHARES CURRENCY HEDGED MSCI EAFE ETF169.0K$7.9M$7.8M2.71%+16.0K2026-06-30
9SCHDSCHWAB US DIVIDEND EQUITY ETF246.7K$7.8M$8.5M2.93%+2.1K2026-06-30
10XMHQINVESCO S&P MIDCAP QUALITY ETF59.5K$6.7M$6.8M2.36%-322026-06-30
11SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF170.9K$5.8M$6.0M2.07%-1,7502026-06-30
12GLDSPDR GOLD SHARES14.7K$5.4M$5.8M2.00%-4872026-06-30
13DGRWWISDOMTREE US QUALITY DIVIDEND GROWTH FUND52.2K$5.0M$5.1M1.77%-982026-06-30
14IWPISHARES RUSSELL MID-CAP GROWTH ETF32.5K$4.8M$4.4M1.52%-8482026-06-30
15OHIOMEGA HEALTHCARE INVS INC COM89.4K$4.3M$4.2M1.46%-3752026-06-30
16NVDANVIDIA CORPORATION COM21.1K$4.2M$4.5M1.55%+1.7K2026-06-30
17SPLVINVESCO S&P 500 LOW VOLATILITY ETF51.7K$3.9M$3.8M1.31%-2,8862026-06-30
18AAPLAPPLE INC COM10.2K$3.0M$3.4M1.17%-6142026-06-30
19MSFTMICROSOFT CORP COM6.2K$2.3M$3.1M1.06%+52026-06-30
20AMZNAMAZON COM INC COM9.5K$2.3M$2.3M0.81%-9332026-06-30
21GOOGLALPHABET INC CAP STK CL A6.2K$2.2M$2.1M0.74%+4792026-06-30
22OREALTY INCOME CORP COM31.8K$2.0M$1.9M0.65%-1,6222026-06-30
23MUMICRON TECHNOLOGY INC COM1.7K$1.9M$1.5M0.53%-3352026-06-30
24RSPNINVESCO S&P 500 INDUSTRIALS ETF24.0K$1.5M$1.4M0.49%-8802026-06-30
25DELLDELL TECHNOLOGIES INC CL C3.5K$1.5M$1.9M0.65%--2026-06-30
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