Powers Advisory Group, LLC
126 holdingsFiling period: 2026-03-31Current AUM: $308.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | 1.20M | $30.9M | $35.4M | 11.48% | +4.7K | 2026-03-31 |
| 2 | SCHD | SCHWAB STRATEGIC TR | 683.7K | $21.0M | $22.9M | 7.41% | +43.1K | 2026-03-31 |
| 3 | DGRO | ISHARES TR | 295.5K | $20.7M | $23.0M | 7.47% | +25.2K | 2026-03-31 |
| 4 | VCIT | VANGUARD SCOTTSDALE FDS | 183.1K | $15.2M | $14.9M | 4.82% | +18.7K | 2026-03-31 |
| 5 | SCHF | SCHWAB STRATEGIC TR | 598.6K | $14.8M | $16.4M | 5.32% | +26.0K | 2026-03-31 |
| 6 | SCHG | SCHWAB STRATEGIC TR | 382.4K | $11.1M | $13.1M | 4.23% | +19.9K | 2026-03-31 |
| 7 | VCSH | VANGUARD SCOTTSDALE FDS | 137.7K | $10.9M | $10.8M | 3.51% | +13.1K | 2026-03-31 |
| 8 | BND | VANGUARD BD INDEX FDS | 140.6K | $10.3M | $10.2M | 3.29% | +29.7K | 2026-03-31 |
| 9 | SHYG | ISHARES TR | 236.3K | $10.0M | $10.0M | 3.23% | +17.7K | 2026-03-31 |
| 10 | IGSB | ISHARES TR | 189.3K | $9.9M | $9.9M | 3.20% | +10.5K | 2026-03-31 |
| 11 | FDVV | FIDELITY COVINGTON TRUST | 140.7K | $7.8M | $8.8M | 2.85% | +24.9K | 2026-03-31 |
| 12 | DOL | WISDOMTREE TR | 83.6K | $5.7M | $6.3M | 2.04% | -650 | 2026-03-31 |
| 13 | SCHA | SCHWAB STRATEGIC TR | 191.8K | $5.6M | $6.4M | 2.09% | +337 | 2026-03-31 |
| 14 | SCHM | SCHWAB STRATEGIC TR | 180.2K | $5.6M | $6.3M | 2.03% | +2.6K | 2026-03-31 |
| 15 | MSFT | MICROSOFT CORP | 14.5K | $5.4M | $6.8M | 2.19% | +106 | 2026-03-31 |
| 16 | FLOT | ISHARES TR | 83.4K | $4.2M | $4.3M | 1.38% | +15.2K | 2026-03-31 |
| 17 | WMT | WALMART INC | 31.6K | $3.9M | $3.5M | 1.14% | -592 | 2026-03-31 |
| 18 | DGRW | WISDOMTREE TR | 44.3K | $3.9M | $4.3M | 1.38% | +3.8K | 2026-03-31 |
| 19 | DIVI | FRANKLIN TEMPLETON ETF TR | 78.5K | $3.1M | $3.4M | 1.11% | +24.3K | 2026-03-31 |
| 20 | AAPL | APPLE INC | 10.7K | $2.7M | $3.3M | 1.07% | -196 | 2026-03-31 |
| 21 | LMT | LOCKHEED MARTIN CORP | 4.5K | $2.7M | $2.6M | 0.85% | -44 | 2026-03-31 |
| 22 | DON | WISDOMTREE TR | 47.4K | $2.5M | $2.7M | 0.88% | +516 | 2026-03-31 |
| 23 | DFAS | DIMENSIONAL ETF TRUST | 34.8K | $2.5M | $2.8M | 0.91% | +4.3K | 2026-03-31 |
| 24 | JNJ | JOHNSON & JOHNSON | 10.0K | $2.4M | $2.6M | 0.83% | -181 | 2026-03-31 |
| 25 | WTV | WISDOMTREE TR | 25.7K | $2.4M | $2.7M | 0.88% | +12.9K | 2026-03-31 |
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