Objective Capital Management, LLC
95 holdingsFiling period: 2026-03-31Current AUM: $110.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 20.2K | $13.2M | $15.2M | 13.72% | +147 | 2026-03-31 |
| 2 | QQQ | INVESCO QQQ TR | 9.9K | $5.7M | $6.8M | 6.18% | -105 | 2026-03-31 |
| 3 | VV | VANGUARD INDEX FDS | 16.6K | $5.0M | $5.7M | 5.16% | +1 | 2026-03-31 |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | 7.0K | $4.5M | $5.2M | 4.72% | -377 | 2026-03-31 |
| 5 | VB | VANGUARD INDEX FDS | 12.7K | $3.3M | $3.8M | 3.40% | +2 | 2026-03-31 |
| 6 | VO | VANGUARD INDEX FDS | 11.1K | $3.2M | $3.6M | 3.26% | -289 | 2026-03-31 |
| 7 | DIA | STATE STR SPDR DOW JONES IND | 6.5K | $3.0M | $3.4M | 3.10% | +440 | 2026-03-31 |
| 8 | AAPL | APPLE INC | 9.3K | $2.4M | $2.9M | 2.59% | +47 | 2026-03-31 |
| 9 | ITOT | ISHARES TR | 15.2K | $2.2M | $2.5M | 2.25% | -260 | 2026-03-31 |
| 10 | DGRO | ISHARES TR | 30.6K | $2.1M | $2.4M | 2.16% | -3,155 | 2026-03-31 |
| 11 | XLK | SELECT SECTOR SPDR TR | 14.2K | $1.9M | $2.5M | 2.26% | +85 | 2026-03-31 |
| 12 | AMZN | AMAZON COM INC | 8.2K | $1.7M | $2.2M | 2.00% | +352 | 2026-03-31 |
| 13 | VTI | VANGUARD INDEX FDS | 5.3K | $1.7M | $1.9M | 1.76% | -- | 2026-03-31 |
| 14 | AGG | ISHARES TR | 16.6K | $1.6M | $1.6M | 1.46% | +1.7K | 2026-03-31 |
| 15 | XLI | SELECT SECTOR SPDR TR | 10.0K | $1.6M | $1.8M | 1.62% | -415 | 2026-03-31 |
| 16 | IWM | ISHARES TR | 5.7K | $1.4M | $1.7M | 1.51% | -- | 2026-03-31 |
| 17 | FBTC | FIDELITY WISE ORIGIN BITCOIN | 23.4K | $1.4M | $1.3M | 1.16% | -- | 2026-03-31 |
| 18 | NVDA | NVIDIA CORPORATION | 7.9K | $1.4M | $1.6M | 1.43% | +30 | 2026-03-31 |
| 19 | IBIT | ISHARES BITCOIN TRUST ETF | 33.7K | $1.3M | $1.2M | 1.09% | +9.2K | 2026-03-31 |
| 20 | SHY | ISHARES TR | 15.6K | $1.3M | $1.3M | 1.15% | +959 | 2026-03-31 |
| 21 | VIG | VANGUARD SPECIALIZED FUNDS | 5.8K | $1.2M | $1.4M | 1.25% | -96 | 2026-03-31 |
| 22 | PFFD | GLOBAL X FDS | 67.1K | $1.2M | $1.2M | 1.13% | +19.4K | 2026-03-31 |
| 23 | XLV | SELECT SECTOR SPDR TR | 8.1K | $1.2M | $1.3M | 1.19% | +5 | 2026-03-31 |
| 24 | SGOV | ISHARES TR | 11.1K | $1.1M | $1.1M | 1.02% | +520 | 2026-03-31 |
| 25 | XLP | SELECT SECTOR SPDR TR | 13.5K | $1.1M | $1.1M | 1.04% | +6 | 2026-03-31 |
← Scroll →
Page 1 of 4