Abound Wealth Management
1,493 holdingsFiling period: 2026-03-31Current AUM: $491.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IJR | ISHARES TR | 468.1K | $58.2M | $68.1M | 13.87% | +23.6K | 2026-03-31 |
| 2 | AGG | ISHARES TR | 480.8K | $47.7M | $46.8M | 9.53% | +26.9K | 2026-03-31 |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 522.1K | $33.5M | $36.9M | 7.51% | +15.6K | 2026-03-31 |
| 4 | IVV | ISHARES TR | 41.6K | $27.2M | $31.2M | 6.36% | +1.6K | 2026-03-31 |
| 5 | VV | VANGUARD INDEX FDS | 85.1K | $25.4M | $29.2M | 5.95% | +5.6K | 2026-03-31 |
| 6 | IEMG | ISHARES INC | 329.4K | $23.0M | $25.6M | 5.21% | +7.2K | 2026-03-31 |
| 7 | SCHX | SCHWAB STRATEGIC TR | 799.3K | $20.5M | $23.5M | 4.79% | +2.4K | 2026-03-31 |
| 8 | VOO | VANGUARD INDEX FDS | 34.1K | $20.4M | $23.4M | 4.77% | +1.3K | 2026-03-31 |
| 9 | VB | VANGUARD INDEX FDS | 67.4K | $17.6M | $19.9M | 4.05% | +186 | 2026-03-31 |
| 10 | VTI | VANGUARD INDEX FDS | 46.7K | $15.0M | $17.2M | 3.51% | +1.4K | 2026-03-31 |
| 11 | AAPL | APPLE INC | 42.2K | $10.7M | $13.0M | 2.66% | -88 | 2026-03-31 |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | 15.7K | $10.2M | $11.7M | 2.38% | -82 | 2026-03-31 |
| 13 | IEFA | ISHARES TR | 112.0K | $10.1M | $11.0M | 2.24% | -477 | 2026-03-31 |
| 14 | SPYM | SPDR SERIES TRUST | 102.2K | $7.8M | $9.0M | 1.83% | +27.9K | 2026-03-31 |
| 15 | VWO | VANGUARD INTL EQUITY INDEX F | 130.9K | $7.1M | $7.7M | 1.57% | -255 | 2026-03-31 |
| 16 | TSLA | TESLA INC | 18.5K | $6.9M | $5.8M | 1.18% | -469 | 2026-03-31 |
| 17 | ITOT | ISHARES TR | 46.6K | $6.6M | $7.6M | 1.55% | +8.7K | 2026-03-31 |
| 18 | NVDA | NVIDIA CORPORATION | 24.5K | $4.3M | $4.9M | 1.00% | +2.9K | 2026-03-31 |
| 19 | AVGO | BROADCOM INC | 13.0K | $4.0M | $5.1M | 1.03% | +322 | 2026-03-31 |
| 20 | SCHA | SCHWAB STRATEGIC TR | 137.3K | $4.0M | $4.6M | 0.94% | +1.5K | 2026-03-31 |
| 21 | QQQ | INVESCO QQQ TR | 6.4K | $3.7M | $4.4M | 0.90% | -283 | 2026-03-31 |
| 22 | VNQ | VANGUARD INDEX FDS | 40.8K | $3.6M | $4.0M | 0.82% | +1.1K | 2026-03-31 |
| 23 | MSFT | MICROSOFT CORP | 8.4K | $3.1M | $3.9M | 0.79% | +783 | 2026-03-31 |
| 24 | OKE | ONEOK INC NEW | 34.2K | $3.1M | $3.1M | 0.63% | +905 | 2026-03-31 |
| 25 | AMZN | AMAZON COM INC | 14.7K | $3.1M | $4.0M | 0.81% | +733 | 2026-03-31 |
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