Buck Wealth Strategies, LLC
167 holdingsFiling period: 2026-03-31Current AUM: $883.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 124.0K | $81.0M | $93.1M | 10.54% | +6.7K | 2026-03-31 |
| 2 | BOND | PIMCO ETF TR | 628.4K | $58.0M | $56.9M | 6.44% | +47.0K | 2026-03-31 |
| 3 | AGG | ISHARES TR | 406.8K | $40.4M | $39.6M | 4.49% | +38.3K | 2026-03-31 |
| 4 | SPYG | SPDR SERIES TRUST | 248.3K | $24.3M | $29.1M | 3.29% | +12.8K | 2026-03-31 |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | 377.3K | $24.2M | $26.6M | 3.02% | +12.8K | 2026-03-31 |
| 6 | VO | VANGUARD INDEX FDS | 70.8K | $20.3M | $22.9M | 2.59% | +1.9K | 2026-03-31 |
| 7 | AAPL | APPLE INC | 76.8K | $19.5M | $23.7M | 2.69% | +1.6K | 2026-03-31 |
| 8 | DGRO | ISHARES TR | 273.7K | $19.2M | $21.4M | 2.42% | +11.0K | 2026-03-31 |
| 9 | VNLA | JANUS DETROIT STR TR | 380.4K | $18.6M | $18.6M | 2.10% | +79.3K | 2026-03-31 |
| 10 | MSFT | MICROSOFT CORP | 45.7K | $16.9M | $21.3M | 2.41% | +8.2K | 2026-03-31 |
| 11 | GOOGL | ALPHABET INC | 57.4K | $16.5M | $20.4M | 2.31% | +534 | 2026-03-31 |
| 12 | JPM | JPMORGAN CHASE & CO | 55.9K | $16.4M | $19.7M | 2.23% | +1.4K | 2026-03-31 |
| 13 | AMZN | AMAZON COM INC | 78.4K | $16.3M | $21.3M | 2.41% | +3.1K | 2026-03-31 |
| 14 | XONE | BONDBLOXX ETF TRUST | 318.0K | $15.7M | $15.7M | 1.78% | +56.6K | 2026-03-31 |
| 15 | VZ | VERIZON COMMUNICATIONS INC | 295.4K | $14.8M | $13.8M | 1.57% | +905 | 2026-03-31 |
| 16 | GLDM | WORLD GOLD TR | 156.0K | $14.5M | $12.5M | 1.42% | -3,059 | 2026-03-31 |
| 17 | LMT | LOCKHEED MARTIN CORP | 23.6K | $14.3M | $13.8M | 1.56% | -1,691 | 2026-03-31 |
| 18 | WMT | WALMART INC | 112.8K | $14.0M | $12.5M | 1.42% | -10,034 | 2026-03-31 |
| 19 | AMGN | AMGEN INC | 38.2K | $13.4M | $14.7M | 1.66% | -1,028 | 2026-03-31 |
| 20 | KR | KROGER CO | 184.8K | $13.4M | $10.7M | 1.21% | +7.1K | 2026-03-31 |
| 21 | KO | COCA COLA CO | 175.1K | $13.3M | $15.3M | 1.74% | +3.0K | 2026-03-31 |
| 22 | MRK | MERCK & CO INC | 110.1K | $13.2M | $14.3M | 1.62% | -25,269 | 2026-03-31 |
| 23 | WM | WASTE MGMT INC DEL | 57.1K | $13.1M | $12.9M | 1.47% | +1.2K | 2026-03-31 |
| 24 | HPQ | HP INC | 679.2K | $13.0M | $18.5M | 2.10% | -- | 2026-03-31 |
| 25 | JPST | J P MORGAN EXCHANGE TRADED F | 256.7K | $13.0M | $13.0M | 1.47% | -27,274 | 2026-03-31 |
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