GGM Financial LLC
238 holdingsFiling period: 2026-03-31Current AUM: $237.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | JGRO | JPmorgan Active Growth ETF | 601.2K | $50.8M | $55.1M | 23.26% | +62.0K | 2026-03-31 |
| 2 | BUFF | Innovator Laddered Fund of S&P 500 Power Buffer ETF | 548.4K | $27.1M | $29.1M | 12.26% | +23.7K | 2026-03-31 |
| 3 | GPIQ | Goldman Sachs NASDAQ - 100 Premium Income ETF | 403.9K | $20.0M | $22.4M | 9.46% | +26.1K | 2026-03-31 |
| 4 | IWR | iShares Russell Mid-Cap ETF | 142.6K | $13.9M | $15.6M | 6.60% | +4.3K | 2026-03-31 |
| 5 | IGV | iShares Expanded Tech-Software Sector ETF | 127.9K | $10.2M | $12.1M | 5.11% | -- | 2026-03-31 |
| 6 | HMOP | Hartford Municipal Opportunities ETF | 214.3K | $8.3M | $8.3M | 3.48% | +39.1K | 2026-03-31 |
| 7 | MMIT | NYLI Mackay Muni Intermediate ETF | 248.1K | $6.0M | $5.9M | 2.50% | +34.0K | 2026-03-31 |
| 8 | PVAL | Putnam Focused Large-Cap Value ETF | 119.1K | $5.5M | $6.4M | 2.68% | +14.7K | 2026-03-31 |
| 9 | IEFA | iShares Core MSCI EAFE ETF | 58.2K | $5.3M | $5.7M | 2.41% | +16.8K | 2026-03-31 |
| 10 | JAVA | JPMorgan Active Value ETF | 67.2K | $4.8M | $5.5M | 2.31% | -7,305 | 2026-03-31 |
| 11 | JBND | JPMorgan Active Bond ETF | 55.0K | $3.0M | $2.9M | 1.22% | +3.8K | 2026-03-31 |
| 12 | QQQ | Invesco QQQ Trust | 5.0K | $2.9M | $3.4M | 1.45% | -22 | 2026-03-31 |
| 13 | USMV | iShares MSCI USA Min Vol Factor ETF | 30.5K | $2.8M | $3.0M | 1.26% | -124 | 2026-03-31 |
| 14 | JMHI | JPMorgan High Yield Municipal ETF | 55.8K | $2.8M | $2.8M | 1.17% | +2.7K | 2026-03-31 |
| 15 | IWF | iShares Russell 1000 Growth ETF | 5.8K | $2.5M | $2.8M | 1.16% | +818 | 2026-03-31 |
| 16 | MUNI | PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund | 47.6K | $2.5M | $2.5M | 1.04% | +11.9K | 2026-03-31 |
| 17 | BKDV | Bank of New York Mellon Dynamic Value ETF | 65.3K | $1.9M | $2.2M | 0.94% | +26.2K | 2026-03-31 |
| 18 | NVDA | Nvidia Corp | 10.8K | $1.9M | $2.2M | 0.91% | -488 | 2026-03-31 |
| 19 | AAPL | Apple Inc | 6.9K | $1.8M | $2.1M | 0.90% | -460 | 2026-03-31 |
| 20 | DGRW | WisdomTree U.S. Quality Dividend Growth Fund | 19.0K | $1.7M | $1.8M | 0.77% | +461 | 2026-03-31 |
| 21 | EFV | iShares MSCI EAFE Value ETF | 21.9K | $1.6M | $1.8M | 0.75% | +210 | 2026-03-31 |
| 22 | IJH | iShares Core S&P Mid-Cap ETF | 23.4K | $1.6M | $1.8M | 0.74% | -314 | 2026-03-31 |
| 23 | GSC | Goldman Sachs Small-Cap Equity ETF | 28.0K | $1.5M | $1.8M | 0.78% | +5.2K | 2026-03-31 |
| 24 | GLD | SPDR Gold Shares | 3.0K | $1.3M | $1.1M | 0.47% | -- | 2026-03-31 |
| 25 | ABBV | Abbvie Inc | 5.8K | $1.3M | $1.5M | 0.62% | -575 | 2026-03-31 |
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