Goldstein Advisors, LLC
263 holdingsFiling period: 2026-06-30Current AUM: $1.11Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | ITOT | iShares TR | 1.25M | $204.6M | $209.2M | 18.92% | +472.9K | 2026-06-30 |
| 2 | GSLC | Goldman Sachs ETF TR | 621.9K | $88.2M | $91.4M | 8.26% | +23.9K | 2026-06-30 |
| 3 | CORO | BlackRock ETF Trust | 1.98M | $72.3M | $70.8M | 6.40% | +245.9K | 2026-06-30 |
| 4 | JGRO | J P Morgan Exchange Traded F | 700.4K | $69.0M | $65.6M | 5.94% | +22.0K | 2026-06-30 |
| 5 | VFLO | Victory Portfolios II | 1.22M | $55.8M | $66.0M | 5.97% | -321,548 | 2026-06-30 |
| 6 | UBND | Victory Portfolios II | 1.82M | $39.6M | $38.3M | 3.47% | +131.8K | 2026-06-30 |
| 7 | DBMF | Litman Gregory Fds TR | 1.08M | $33.0M | $35.3M | 3.19% | +16.5K | 2026-06-30 |
| 8 | BOND | PIMCO ETF TR | 316.9K | $29.2M | $28.2M | 2.55% | +35.4K | 2026-06-30 |
| 9 | ALAI | The Alger ETF Trust | 638.2K | $29.1M | $27.7M | 2.51% | -43,741 | 2026-06-30 |
| 10 | THRO | BlackRock ETF Trust | 665.5K | $28.7M | $29.3M | 2.65% | -231,795 | 2026-06-30 |
| 11 | BLCR | BlackRock ETF Trust | 472.7K | $23.8M | $23.2M | 2.10% | +9.9K | 2026-06-30 |
| 12 | SPMO | Invesco Exch Traded FD TR II | 141.6K | $22.9M | $20.2M | 1.82% | -61,082 | 2026-06-30 |
| 13 | TAXF | American Centy ETF TR | 436.5K | $22.2M | $21.2M | 1.92% | +15.5K | 2026-06-30 |
| 14 | HMOP | Hartford Fds Exchange Traded | 546.3K | $21.4M | $20.7M | 1.87% | +22.8K | 2026-06-30 |
| 15 | SHLD | Global X Fds | 335.5K | $20.0M | $21.8M | 1.97% | +92.1K | 2026-06-30 |
| 16 | RODM | Lattice Strategies TR | 471.7K | $19.1M | $19.9M | 1.80% | +23.9K | 2026-06-30 |
| 17 | IXUS | iShares TR | 168.1K | $16.0M | $15.8M | 1.42% | -55,020 | 2026-06-30 |
| 18 | IALT | BlackRock ETF Trust | 527.0K | $14.8M | $15.8M | 1.43% | -- | 2026-06-30 |
| 19 | JPSE | J P Morgan Exchange Traded F | 230.7K | $13.9M | $13.4M | 1.21% | +67 | 2026-06-30 |
| 20 | XSOE | WisdomTree TR | 226.3K | $11.1M | $9.9M | 0.90% | -4,012 | 2026-06-30 |
| 21 | BNDX | Vanguard Charlotte Fds | 207.2K | $10.0M | $9.8M | 0.89% | -2,437 | 2026-06-30 |
| 22 | PULS | Pgim ETF TR | 193.1K | $9.6M | $9.6M | 0.87% | +8.8K | 2026-06-30 |
| 23 | NVDA | NVIDIA Corporation | 42.6K | $8.5M | $9.1M | 0.82% | +10.0K | 2026-06-30 |
| 24 | AAPL | Apple Inc | 27.3K | $7.9M | $9.5M | 0.86% | +4.7K | 2026-06-30 |
| 25 | IJH | iShares TR | 94.7K | $7.3M | $7.0M | 0.64% | -2,425 | 2026-06-30 |
← Scroll →
Page 1 of 11