Goldstein Advisors, LLC
229 holdingsFiling period: 2026-03-31Current AUM: $1.01Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | 772.9K | $110.1M | $126.4M | 12.53% | +136.2K | 2026-03-31 |
| 2 | GSLC | GOLDMAN SACHS ETF TR | 598.0K | $74.8M | $85.4M | 8.46% | -77,308 | 2026-03-31 |
| 3 | VFLO | VICTORY PORTFOLIOS II | 1.54M | $60.8M | $76.6M | 7.60% | -543,821 | 2026-03-31 |
| 4 | JGRO | J P MORGAN EXCHANGE TRADED F | 678.4K | $57.3M | $62.2M | 6.16% | +33.6K | 2026-03-31 |
| 5 | CORO | BLACKROCK ETF TRUST | 1.73M | $55.6M | $61.7M | 6.11% | -- | 2026-03-31 |
| 6 | UBND | VICTORY PORTFOLIOS II | 1.69M | $36.9M | $36.2M | 3.59% | +279.5K | 2026-03-31 |
| 7 | THRO | BLACKROCK ETF TRUST | 897.3K | $32.5M | $38.2M | 3.79% | +74.9K | 2026-03-31 |
| 8 | DBMF | LITMAN GREGORY FDS TR | 1.06M | $32.0M | $32.9M | 3.26% | +11.9K | 2026-03-31 |
| 9 | BOND | PIMCO ETF TR | 281.5K | $26.0M | $25.5M | 2.52% | +12.5K | 2026-03-31 |
| 10 | QUAL | ISHARES TR | 130.3K | $25.0M | $28.6M | 2.83% | -38,846 | 2026-03-31 |
| 11 | SPMO | INVESCO EXCH TRADED FD TR II | 202.7K | $22.7M | $29.1M | 2.89% | +8.1K | 2026-03-31 |
| 12 | ALAI | THE ALGER ETF TRUST | 682.0K | $22.5M | $29.3M | 2.91% | +73.3K | 2026-03-31 |
| 13 | TAXF | AMERICAN CENTY ETF TR | 420.9K | $21.1M | $21.0M | 2.08% | +8.8K | 2026-03-31 |
| 14 | HMOP | HARTFORD FDS EXCHANGE TRADED | 523.5K | $20.3M | $20.2M | 2.00% | +12.4K | 2026-03-31 |
| 15 | IXUS | ISHARES TR | 223.1K | $19.3M | $21.1M | 2.09% | +20.3K | 2026-03-31 |
| 16 | BLCR | BLACKROCK ETF TRUST | 462.8K | $19.0M | $22.5M | 2.23% | -- | 2026-03-31 |
| 17 | RODM | LATTICE STRATEGIES TR | 447.8K | $17.7M | $18.6M | 1.85% | +5.9K | 2026-03-31 |
| 18 | SHLD | GLOBAL X FDS | 243.5K | $17.2M | $15.4M | 1.53% | +81.7K | 2026-03-31 |
| 19 | EMEQ | NOMURA ETF TR | 273.9K | $12.4M | $16.9M | 1.68% | -551,931 | 2026-03-31 |
| 20 | JPSE | J P MORGAN EXCHANGE TRADED F | 230.7K | $12.1M | $13.7M | 1.35% | +2.2K | 2026-03-31 |
| 21 | BNDX | VANGUARD CHARLOTTE FDS | 209.6K | $10.1M | $10.0M | 0.99% | +15.3K | 2026-03-31 |
| 22 | XSOE | WISDOMTREE TR | 230.3K | $9.2M | $10.4M | 1.03% | +2.3K | 2026-03-31 |
| 23 | PULS | PGIM ETF TR | 184.3K | $9.1M | $9.1M | 0.90% | +55.7K | 2026-03-31 |
| 24 | GBIL | GOLDMAN SACHS ETF TR | 70.2K | $7.0M | $7.0M | 0.70% | +7.0K | 2026-03-31 |
| 25 | IJH | ISHARES TR | 97.1K | $6.6M | $7.3M | 0.72% | +575 | 2026-03-31 |
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