Lynx Investment Advisory
183 holdingsFiling period: 2026-03-31Current AUM: $225.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPHQ | INVESCO S&P 500 QUALITY ETF | 145.5K | $10.9M | $12.3M | 5.46% | +21.1K | 2026-03-31 |
| 2 | IGRO | ISHARES INTL DIVIDEND GROWTH ETF | 97.2K | $8.1M | $8.9M | 3.95% | +21.9K | 2026-03-31 |
| 3 | IJH | ISHARES CORE S&P MID-CAP ETF | 115.3K | $7.8M | $8.7M | 3.85% | +17.0K | 2026-03-31 |
| 4 | GLD | SPDR GOLD SHARES ETF | 16.8K | $7.2M | $6.2M | 2.77% | +1.4K | 2026-03-31 |
| 5 | NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | 64.7K | $6.9M | $7.4M | 3.27% | +12.6K | 2026-03-31 |
| 6 | GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | 72.2K | $6.7M | $5.8M | 2.57% | +2.6K | 2026-03-31 |
| 7 | DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | 166.6K | $6.5M | $7.0M | 3.11% | +17.8K | 2026-03-31 |
| 8 | AAPL | APPLE INC COM | 25.4K | $6.5M | $7.9M | 3.48% | -229 | 2026-03-31 |
| 9 | AKRE | AKRE FOCUS ETF | 89.1K | $4.7M | $5.1M | 2.27% | +1.7K | 2026-03-31 |
| 10 | SPY | SPDR S&P 500 ETF | 6.7K | $4.3M | $5.0M | 2.21% | +1.6K | 2026-03-31 |
| 11 | FGD | FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND | 133.3K | $4.3M | $4.6M | 2.04% | -3,802 | 2026-03-31 |
| 12 | IAU | ISHARES GOLD TRUST | 47.8K | $4.2M | $3.6M | 1.61% | -3,798 | 2026-03-31 |
| 13 | GOOGL | ALPHABET INC CAP STK CL A | 14.0K | $4.0M | $5.0M | 2.22% | -567 | 2026-03-31 |
| 14 | SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | 62.8K | $3.7M | $4.1M | 1.84% | +3.5K | 2026-03-31 |
| 15 | VCRB | VANGUARD CORE BOND ETF | 44.8K | $3.5M | $3.4M | 1.51% | +10.9K | 2026-03-31 |
| 16 | SPHD | INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF | 69.8K | $3.5M | $3.7M | 1.62% | +25.4K | 2026-03-31 |
| 17 | MSFT | MICROSOFT CORP COM | 9.3K | $3.4M | $4.3M | 1.91% | -1,136 | 2026-03-31 |
| 18 | AMZN | AMAZON COM INC COM | 15.1K | $3.1M | $4.1M | 1.82% | +56 | 2026-03-31 |
| 19 | VEA | VANGUARD FTSE DEV MKTS ETF (VEA) | 48.8K | $3.1M | $3.4M | 1.53% | +12.2K | 2026-03-31 |
| 20 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | 13.6K | $2.9M | $3.2M | 1.44% | +11.9K | 2026-03-31 |
| 21 | BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | 36.1K | $2.8M | $2.7M | 1.21% | +1.3K | 2026-03-31 |
| 22 | VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 18.8K | $2.8M | $3.0M | 1.35% | +7.5K | 2026-03-31 |
| 23 | BRK-B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 5.6K | $2.7M | $2.7M | 1.18% | +42 | 2026-03-31 |
| 24 | MA | MASTERCARD INCORPORATED CL A | 5.1K | $2.6M | $2.9M | 1.30% | -152 | 2026-03-31 |
| 25 | SCHX | SCHWAB U.S. LARGE-CAP ETF | 95.3K | $2.4M | $2.8M | 1.24% | +49.1K | 2026-03-31 |
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