Advyzon Investment Management, LLC
677 holdingsFiling period: 2026-03-31Current AUM: $1.23Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 104.2K | $33.4M | $38.4M | 3.12% | -2,008 | 2026-03-31 |
| 2 | IVV | ISHARES TR | 46.0K | $30.1M | $34.5M | 2.81% | +16.9K | 2026-03-31 |
| 3 | FBCG | FIDELITY COVINGTON TRUST | 424.3K | $21.3M | $25.4M | 2.06% | -- | 2026-03-31 |
| 4 | BAR | GRANITESHARES GOLD TR | 438.0K | $20.2M | $17.5M | 1.42% | -13,976 | 2026-03-31 |
| 5 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 440.8K | $18.7M | $21.8M | 1.77% | +382.7K | 2026-03-31 |
| 6 | BND | VANGUARD BD INDEX FDS | 246.2K | $18.1M | $17.8M | 1.44% | +25.9K | 2026-03-31 |
| 7 | SPDW | SPDR INDEX SHS FDS | 365.0K | $16.7M | $18.3M | 1.48% | -3,278 | 2026-03-31 |
| 8 | SMH | VANECK ETF TRUST | 41.3K | $15.8M | $22.3M | 1.81% | +19.5K | 2026-03-31 |
| 9 | NVDA | NVIDIA CORPORATION | 80.4K | $14.0M | $16.1M | 1.31% | +9.7K | 2026-03-31 |
| 10 | DYNF | BLACKROCK ETF TRUST | 231.2K | $13.5M | $15.6M | 1.27% | +72.2K | 2026-03-31 |
| 11 | VO | VANGUARD INDEX FDS | 44.8K | $12.9M | $14.5M | 1.18% | -19 | 2026-03-31 |
| 12 | IVW | ISHARES TR | 105.8K | $12.0M | $14.3M | 1.16% | +34.6K | 2026-03-31 |
| 13 | FENI | FIDELITY COVINGTON TRUST | 316.9K | $11.8M | $12.9M | 1.05% | -- | 2026-03-31 |
| 14 | MSFT | MICROSOFT CORP | 31.3K | $11.6M | $14.6M | 1.18% | +91 | 2026-03-31 |
| 15 | SPYM | SPDR SERIES TRUST | 151.2K | $11.6M | $13.3M | 1.08% | +114.8K | 2026-03-31 |
| 16 | IVE | ISHARES TR | 53.8K | $11.4M | $12.5M | 1.01% | +9.8K | 2026-03-31 |
| 17 | IEMG | ISHARES INC | 161.6K | $11.3M | $12.5M | 1.02% | +44.5K | 2026-03-31 |
| 18 | AAPL | APPLE INC | 43.7K | $11.1M | $13.5M | 1.10% | +2.4K | 2026-03-31 |
| 19 | EFV | ISHARES TR | 148.2K | $11.0M | $12.0M | 0.97% | +51.1K | 2026-03-31 |
| 20 | FBND | FIDELITY MERRIMACK STR TR | 236.8K | $10.8M | $10.6M | 0.86% | +231.9K | 2026-03-31 |
| 21 | SPEM | SPDR INDEX SHS FDS | 224.6K | $10.5M | $11.4M | 0.93% | +1.3K | 2026-03-31 |
| 22 | CWB | SPDR SERIES TRUST | 112.4K | $10.3M | $11.4M | 0.93% | +90.6K | 2026-03-31 |
| 23 | VOO | VANGUARD INDEX FDS | 17.2K | $10.3M | $11.8M | 0.96% | +2.5K | 2026-03-31 |
| 24 | MUB | ISHARES TR | 95.1K | $10.1M | $10.0M | 0.82% | +22.6K | 2026-03-31 |
| 25 | AVGO | BROADCOM INC | 32.4K | $10.0M | $12.6M | 1.03% | +4.4K | 2026-03-31 |
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