Kaydan Wealth Management, Inc.
110 holdingsFiling period: 2026-03-31Current AUM: $321.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | 166.0K | $32.6M | $36.5M | 11.37% | -326 | 2026-03-31 |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 443.4K | $28.4M | $31.3M | 9.75% | -228,696 | 2026-03-31 |
| 3 | FTSM | FIRST TR EXCHANGE-TRADED FD | 419.5K | $25.1M | $25.1M | 7.80% | +4.1K | 2026-03-31 |
| 4 | IEF | ISHARES TR | 193.8K | $18.5M | $18.0M | 5.61% | -75,984 | 2026-03-31 |
| 5 | RSP | INVESCO EXCHANGE TRADED FD T | 95.9K | $18.4M | $20.6M | 6.42% | +183 | 2026-03-31 |
| 6 | IAU | ISHARES GOLD TR | 178.0K | $15.7M | $13.6M | 4.22% | -253,622 | 2026-03-31 |
| 7 | SH | PROSHARES TR | 387.7K | $14.7M | $12.9M | 4.00% | -- | 2026-03-31 |
| 8 | ITOT | ISHARES TR | 103.1K | $14.7M | $16.9M | 5.25% | -99,012 | 2026-03-31 |
| 9 | TLT | ISHARES TR | 148.4K | $12.9M | $12.2M | 3.80% | -453 | 2026-03-31 |
| 10 | FTA | FIRST TR EXCHANGE-TRADED ALP | 88.8K | $8.2M | $9.0M | 2.79% | -427 | 2026-03-31 |
| 11 | IJH | ISHARES TR | 95.4K | $6.4M | $7.2M | 2.24% | +4.0K | 2026-03-31 |
| 12 | OEF | ISHARES TR | 18.7K | $5.9M | $6.9M | 2.14% | +742 | 2026-03-31 |
| 13 | IEFA | ISHARES TR | 58.4K | $5.3M | $5.7M | 1.79% | +2.6K | 2026-03-31 |
| 14 | VTI | VANGUARD INDEX FDS | 16.1K | $5.2M | $5.9M | 1.85% | -254 | 2026-03-31 |
| 15 | IWM | ISHARES TR | 17.0K | $4.2M | $4.9M | 1.54% | +535 | 2026-03-31 |
| 16 | VIG | VANGUARD SPECIALIZED FUNDS | 19.5K | $4.2M | $4.7M | 1.45% | +32 | 2026-03-31 |
| 17 | IVV | ISHARES TR | 6.4K | $4.2M | $4.8M | 1.49% | +159 | 2026-03-31 |
| 18 | FVD | FIRST TR EXCHANGE-TRADED FD | 86.0K | $4.0M | $4.3M | 1.34% | +1.9K | 2026-03-31 |
| 19 | VUG | VANGUARD INDEX FDS | 8.9K | $3.9M | $4.5M | 1.41% | +158 | 2026-03-31 |
| 20 | RJF | RAYMOND JAMES FINL INC | 21.2K | $3.1M | $3.7M | 1.16% | -- | 2026-03-31 |
| 21 | TDIV | FIRST TR EXCHANGE TRADED FD | 30.0K | $2.8M | $3.3M | 1.03% | -109 | 2026-03-31 |
| 22 | AAPL | APPLE INC | 10.4K | $2.6M | $3.2M | 1.00% | +306 | 2026-03-31 |
| 23 | DVY | ISHARES TR | 16.2K | $2.5M | $2.6M | 0.81% | +228 | 2026-03-31 |
| 24 | IVW | ISHARES TR | 20.5K | $2.3M | $2.8M | 0.86% | +21 | 2026-03-31 |
| 25 | MSFT | MICROSOFT CORP | 5.4K | $2.0M | $2.5M | 0.79% | +159 | 2026-03-31 |
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