Taylor Financial Group, Inc.
100 holdingsFiling period: 2026-03-31Current AUM: $185.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | 60.7K | $26.5M | $31.0M | 16.74% | -696 | 2026-03-31 |
| 2 | NSC | NORFOLK SOUTHN CORP | 80.1K | $23.0M | $26.9M | 14.51% | -2,160 | 2026-03-31 |
| 3 | AAPL | APPLE INC | 19.2K | $4.9M | $5.9M | 3.19% | -175 | 2026-03-31 |
| 4 | IJT | ISHARES TR | 33.5K | $4.8M | $5.8M | 3.12% | +15.8K | 2026-03-31 |
| 5 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 9.3K | $4.5M | $4.5M | 2.41% | -250 | 2026-03-31 |
| 6 | DVY | ISHARES TR | 29.1K | $4.4M | $4.7M | 2.53% | +932 | 2026-03-31 |
| 7 | DIVB | ISHARES TR | 77.0K | $4.2M | $5.1M | 2.74% | +2.7K | 2026-03-31 |
| 8 | CGBL | CAPITAL GROUP CORE BALANCED | 116.0K | $4.0M | $4.3M | 2.33% | +4.6K | 2026-03-31 |
| 9 | GAL | SSGA ACTIVE ETF TR | 78.5K | $3.9M | $4.1M | 2.23% | +3.4K | 2026-03-31 |
| 10 | AOM | ISHARES TR | 77.6K | $3.7M | $3.8M | 2.06% | +3.1K | 2026-03-31 |
| 11 | LLY | ELI LILLY & CO | 3.5K | $3.2M | $4.0M | 2.16% | -- | 2026-03-31 |
| 12 | VTV | VANGUARD INDEX FDS | 15.5K | $3.0M | $3.4M | 1.84% | -128 | 2026-03-31 |
| 13 | HD | HOME DEPOT INC | 9.0K | $3.0M | $3.0M | 1.61% | -- | 2026-03-31 |
| 14 | IJH | ISHARES TR | 42.8K | $2.9M | $3.2M | 1.74% | +169 | 2026-03-31 |
| 15 | ORCL | ORACLE CORP | 19.5K | $2.9M | $2.5M | 1.37% | +61 | 2026-03-31 |
| 16 | MSFT | MICROSOFT CORP | 7.4K | $2.8M | $3.5M | 1.87% | -38 | 2026-03-31 |
| 17 | IJS | ISHARES TR | 18.3K | $2.2M | $2.5M | 1.34% | -1,467 | 2026-03-31 |
| 18 | PH | PARKER-HANNIFIN CORP | 2.4K | $2.1M | $2.3M | 1.26% | -- | 2026-03-31 |
| 19 | LMT | LOCKHEED MARTIN CORP | 3.3K | $2.0M | $1.9M | 1.03% | -- | 2026-03-31 |
| 20 | SPY | STATE STR SPDR S&P 500 ETF T | 3.0K | $1.9M | $2.2M | 1.19% | -- | 2026-03-31 |
| 21 | IVE | ISHARES TR | 8.8K | $1.9M | $2.0M | 1.10% | +45 | 2026-03-31 |
| 22 | BX | BLACKSTONE INC | 16.0K | $1.8M | $2.0M | 1.10% | +326 | 2026-03-31 |
| 23 | FISV | FISERV INC | 30.5K | $1.7M | $1.6M | 0.89% | +2.6K | 2026-03-31 |
| 24 | LOW | LOWES COS INC | 6.9K | $1.6M | $1.4M | 0.78% | -1,028 | 2026-03-31 |
| 25 | T | AT&T INC | 55.7K | $1.6M | $1.3M | 0.70% | +2.3K | 2026-03-31 |
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