Goldstone Financial Group, LLC
227 holdingsFiling period: 2026-03-31Current AUM: $1.03Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 201.2K | $120.2M | $138.2M | 13.41% | +39.9K | 2026-03-31 |
| 2 | QQQ | INVESCO QQQ TR | 69.3K | $39.8M | $47.4M | 4.60% | +3.9K | 2026-03-31 |
| 3 | VTV | VANGUARD INDEX FDS | 192.5K | $37.8M | $42.3M | 4.11% | +11.9K | 2026-03-31 |
| 4 | JQUA | J P MORGAN EXCHANGE TRADED F | 580.4K | $35.6M | $41.9M | 4.07% | +52.0K | 2026-03-31 |
| 5 | BUFR | FIRST TR EXCHNG TRADED FD VI | 1.03M | $34.8M | $37.8M | 3.67% | -39,597 | 2026-03-31 |
| 6 | JPIB | J P MORGAN EXCHANGE TRADED F | 538.6K | $25.8M | $25.8M | 2.50% | -2,070 | 2026-03-31 |
| 7 | IUSG | ISHARES TR | 135.5K | $21.0M | $25.0M | 2.43% | +22.0K | 2026-03-31 |
| 8 | VTI | VANGUARD INDEX FDS | 58.2K | $18.7M | $21.4M | 2.08% | -943 | 2026-03-31 |
| 9 | VO | VANGUARD INDEX FDS | 64.0K | $18.4M | $20.7M | 2.01% | +8.4K | 2026-03-31 |
| 10 | FSMD | FIDELITY COVINGTON TRUST | 357.9K | $16.0M | $18.2M | 1.76% | +22.5K | 2026-03-31 |
| 11 | VEA | VANGUARD TAX-MANAGED FDS | 249.6K | $16.0M | $17.6M | 1.71% | +21.8K | 2026-03-31 |
| 12 | CLOA | BLACKROCK ETF TRUST II | 303.9K | $15.8M | $15.8M | 1.53% | +39.8K | 2026-03-31 |
| 13 | AAPL | APPLE INC | 60.7K | $15.4M | $18.7M | 1.82% | +12.3K | 2026-03-31 |
| 14 | FBND | FIDELITY MERRIMACK STR TR | 327.3K | $14.9M | $14.6M | 1.42% | +50.6K | 2026-03-31 |
| 15 | FNDA | SCHWAB STRATEGIC TR | 442.8K | $14.4M | $16.5M | 1.60% | -59,703 | 2026-03-31 |
| 16 | IVV | ISHARES TR | 21.7K | $14.2M | $16.3M | 1.58% | -10,387 | 2026-03-31 |
| 17 | FDL | FIRST TR EXCHANGE-TRADED FD | 274.1K | $13.9M | $14.1M | 1.37% | -29,360 | 2026-03-31 |
| 18 | MOAT | VANECK ETF TRUST | 130.6K | $12.6M | $14.1M | 1.37% | -3,352 | 2026-03-31 |
| 19 | VIGI | VANGUARD WHITEHALL FDS | 141.7K | $12.5M | $13.8M | 1.34% | -18,952 | 2026-03-31 |
| 20 | SPLB | SPDR SERIES TRUST | 552.1K | $12.3M | $11.8M | 1.15% | -79,469 | 2026-03-31 |
| 21 | SRLN | SSGA ACTIVE ETF TR | 276.9K | $11.1M | $11.2M | 1.09% | -5,260 | 2026-03-31 |
| 22 | JBND | J P MORGAN EXCHANGE TRADED F | 191.0K | $10.3M | $10.1M | 0.98% | -4,172 | 2026-03-31 |
| 23 | JPST | J P MORGAN EXCHANGE TRADED F | 193.4K | $9.8M | $9.8M | 0.95% | -25,550 | 2026-03-31 |
| 24 | VYM | VANGUARD WHITEHALL FDS | 65.9K | $9.8M | $10.7M | 1.04% | -1,729 | 2026-03-31 |
| 25 | VPU | VANGUARD WORLD FD | 48.5K | $9.6M | $9.3M | 0.90% | -2,796 | 2026-03-31 |
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