Goldstone Financial Group, LLC
243 holdingsFiling period: 2026-06-30Current AUM: $1.10Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard Index Fds | 230.1K | $158.1M | $161.9M | 14.68% | +28.9K | 2026-06-30 |
| 2 | QQQ | Invesco Qqq TR | 67.8K | $49.9M | $48.2M | 4.37% | -1,480 | 2026-06-30 |
| 3 | JQUA | J P Morgan Exchange Traded F | 556.4K | $40.2M | $42.5M | 3.86% | -24,030 | 2026-06-30 |
| 4 | VTV | Vanguard Index Fds | 180.1K | $39.2M | $40.7M | 3.69% | -12,475 | 2026-06-30 |
| 5 | IUSG | iShares TR | 147.9K | $27.8M | $27.8M | 2.52% | +12.4K | 2026-06-30 |
| 6 | BUFR | First TR Exchng Traded FD VI | 760.4K | $27.8M | $28.6M | 2.60% | -268,877 | 2026-06-30 |
| 7 | JPIB | J P Morgan Exchange Traded F | 566.4K | $27.4M | $26.5M | 2.40% | +27.8K | 2026-06-30 |
| 8 | VT | Vanguard Intl Equity Index F | 130.0K | $20.4M | $20.4M | 1.85% | +70.2K | 2026-06-30 |
| 9 | GLOF | iShares TR | 338.7K | $19.9M | $20.2M | 1.84% | +182.4K | 2026-06-30 |
| 10 | VO | Vanguard Index Fds | 246.4K | $19.9M | $20.0M | 1.82% | +182.3K | 2026-06-30 |
| 11 | FPAG | Investment Managers Ser TR I | 493.5K | $19.8M | $20.6M | 1.87% | +270.7K | 2026-06-30 |
| 12 | SPGM | Spdr Index Shs Fds | 230.3K | $19.7M | $19.8M | 1.79% | +122.7K | 2026-06-30 |
| 13 | IOO | iShares TR | 143.2K | $19.6M | $20.6M | 1.86% | +76.2K | 2026-06-30 |
| 14 | CLOA | BlackRock ETF Trust II | 366.3K | $19.0M | $19.0M | 1.73% | +62.4K | 2026-06-30 |
| 15 | VTI | Vanguard Index Fds | 50.9K | $18.8M | $19.1M | 1.73% | -7,342 | 2026-06-30 |
| 16 | FSMD | Fidelity Covington Trust | 353.4K | $18.7M | $17.7M | 1.61% | -4,445 | 2026-06-30 |
| 17 | FBND | Fidelity Merrimack Str TR | 409.1K | $18.6M | $18.0M | 1.64% | +81.7K | 2026-06-30 |
| 18 | AAPL | Apple Inc | 61.6K | $17.7M | $21.0M | 1.91% | +958 | 2026-06-30 |
| 19 | VEA | Vanguard Tax-Managed Fds | 226.4K | $16.1M | $15.7M | 1.42% | -23,212 | 2026-06-30 |
| 20 | IVV | iShares TR | 20.9K | $15.7M | $16.1M | 1.46% | -767 | 2026-06-30 |
| 21 | FNDA | Schwab Strategic TR | 359.6K | $13.7M | $12.9M | 1.17% | -83,149 | 2026-06-30 |
| 22 | MOAT | VanEck ETF Trust | 103.9K | $10.8M | $11.6M | 1.05% | -26,673 | 2026-06-30 |
| 23 | FDL | First TR Exchange-Traded FD | 219.3K | $10.7M | $11.5M | 1.05% | -54,824 | 2026-06-30 |
| 24 | VB | Vanguard Index Fds | 34.6K | $10.5M | $10.0M | 0.91% | +18.4K | 2026-06-30 |
| 25 | SRLN | Ssga Active ETF TR | 255.1K | $10.3M | $10.2M | 0.92% | -21,825 | 2026-06-30 |
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