BlueChip Wealth Advisors LLC
148 holdingsFiling period: 2026-03-31Current AUM: $249.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VUSB | VANGUARD BD INDEX FDS | 295.9K | $14.7M | $14.7M | 5.91% | +57.6K | 2026-03-31 |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | 21.1K | $13.7M | $15.8M | 6.34% | +600 | 2026-03-31 |
| 3 | SCHD | SCHWAB STRATEGIC TR | 408.1K | $12.5M | $13.7M | 5.48% | +884 | 2026-03-31 |
| 4 | IJH | ISHARES TR | 138.5K | $9.4M | $10.4M | 4.18% | +6.0K | 2026-03-31 |
| 5 | FDL | FIRST TR EXCHANGE-TRADED FD | 169.7K | $8.6M | $8.7M | 3.51% | -4,816 | 2026-03-31 |
| 6 | FVD | FIRST TR EXCHANGE-TRADED FD | 178.2K | $8.4M | $8.9M | 3.58% | -4,986 | 2026-03-31 |
| 7 | RSP | INVESCO EXCHANGE TRADED FD T | 40.6K | $7.8M | $8.7M | 3.51% | +14.5K | 2026-03-31 |
| 8 | IVV | ISHARES TR | 10.3K | $6.8M | $7.8M | 3.11% | +139 | 2026-03-31 |
| 9 | AFL | AFLAC INC | 58.2K | $6.4M | $7.4M | 2.98% | -- | 2026-03-31 |
| 10 | QQQ | INVESCO QQQ TR | 10.1K | $5.8M | $6.9M | 2.79% | -197 | 2026-03-31 |
| 11 | CGGR | CAPITAL GROUP GROWTH ETF | 143.7K | $5.8M | $6.4M | 2.59% | -13,820 | 2026-03-31 |
| 12 | GLD | SPDR GOLD TR | 13.0K | $5.6M | $4.8M | 1.94% | -2,147 | 2026-03-31 |
| 13 | CGDG | CAPITAL GROUP DIVIDEND GROWE | 143.0K | $5.1M | $5.5M | 2.20% | -16,042 | 2026-03-31 |
| 14 | RDVY | FIRST TR EXCHANGE TRADED FD | 75.0K | $5.1M | $6.1M | 2.44% | -3,639 | 2026-03-31 |
| 15 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 110.7K | $4.7M | $5.5M | 2.20% | -57,933 | 2026-03-31 |
| 16 | HD | HOME DEPOT INC | 13.7K | $4.5M | $4.5M | 1.82% | -134 | 2026-03-31 |
| 17 | TDIV | FIRST TR EXCHANGE TRADED FD | 47.9K | $4.5M | $5.3M | 2.12% | -409 | 2026-03-31 |
| 18 | AAPL | APPLE INC | 16.8K | $4.2M | $5.1M | 2.04% | -373 | 2026-03-31 |
| 19 | VTES | VANGUARD WELLINGTON FD | 40.1K | $4.1M | $4.0M | 1.62% | +9.7K | 2026-03-31 |
| 20 | DBND | DOUBLELINE ETF TRUST | 84.8K | $3.9M | $3.8M | 1.53% | +12.4K | 2026-03-31 |
| 21 | NVDA | NVIDIA CORPORATION | 21.0K | $3.6M | $4.2M | 1.68% | -138 | 2026-03-31 |
| 22 | VOO | VANGUARD INDEX FDS | 4.7K | $2.6M | $3.0M | 1.20% | -1,504 | 2026-03-31 |
| 23 | DIVO | AMPLIFY ETF TR | 54.5K | $2.4M | $2.6M | 1.03% | -54,052 | 2026-03-31 |
| 24 | CGCV | CAPITAL GROUP CONSERVATIVE E | 79.0K | $2.4M | $2.6M | 1.05% | +59.7K | 2026-03-31 |
| 25 | FID | FIRST TR EXCHANGE TRADED FD | 111.8K | $2.3M | $2.5M | 1.01% | +36 | 2026-03-31 |
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