FOUNDERS GROVE WEALTH PARTNERS, LLC
163 holdingsFiling period: 2026-03-31Current AUM: $490.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | 546.1K | $35.0M | $38.6M | 7.86% | -2,400 | 2026-03-31 |
| 2 | BIL | SPDR SERIES TRUST | 261.9K | $24.0M | $24.0M | 4.89% | +3.2K | 2026-03-31 |
| 3 | VUG | VANGUARD INDEX FDS | 44.1K | $19.3M | $22.6M | 4.60% | +431 | 2026-03-31 |
| 4 | VGT | VANGUARD WORLD FD | 25.6K | $17.8M | $23.1M | 4.71% | -485 | 2026-03-31 |
| 5 | LLY | ELI LILLY & CO | 17.4K | $16.0M | $20.0M | 4.07% | -44 | 2026-03-31 |
| 6 | VV | VANGUARD INDEX FDS | 47.8K | $14.3M | $16.4M | 3.34% | +834 | 2026-03-31 |
| 7 | VUSB | VANGUARD BD INDEX FDS | 263.6K | $13.1M | $13.1M | 2.67% | +17.6K | 2026-03-31 |
| 8 | IVW | ISHARES TR | 112.7K | $12.7M | $15.2M | 3.11% | -486 | 2026-03-31 |
| 9 | AGG | ISHARES TR | 119.9K | $11.9M | $11.7M | 2.38% | +3.2K | 2026-03-31 |
| 10 | VGIT | VANGUARD SCOTTSDALE FDS | 169.6K | $10.1M | $9.9M | 2.02% | +7.3K | 2026-03-31 |
| 11 | BINC | BLACKROCK ETF TRUST II | 192.6K | $10.0M | $10.0M | 2.04% | +13.0K | 2026-03-31 |
| 12 | XLK | SELECT SECTOR SPDR TR | 72.9K | $9.7M | $12.8M | 2.61% | -468 | 2026-03-31 |
| 13 | VOO | VANGUARD INDEX FDS | 14.6K | $8.7M | $10.0M | 2.05% | -174 | 2026-03-31 |
| 14 | AAPL | APPLE INC | 33.9K | $8.6M | $10.5M | 2.13% | -97 | 2026-03-31 |
| 15 | VTV | VANGUARD INDEX FDS | 43.7K | $8.6M | $9.6M | 1.96% | +186 | 2026-03-31 |
| 16 | VWO | VANGUARD INTL EQUITY INDEX F | 156.6K | $8.5M | $9.2M | 1.88% | +4.5K | 2026-03-31 |
| 17 | VCR | VANGUARD WORLD FD | 20.7K | $7.4M | $8.1M | 1.65% | +215 | 2026-03-31 |
| 18 | VIS | VANGUARD WORLD FD | 23.8K | $7.4M | $8.2M | 1.67% | +91 | 2026-03-31 |
| 19 | VHT | VANGUARD WORLD FD | 27.1K | $7.4M | $8.3M | 1.68% | +1.4K | 2026-03-31 |
| 20 | VYM | VANGUARD WHITEHALL FDS | 49.2K | $7.3M | $8.0M | 1.62% | -1,762 | 2026-03-31 |
| 21 | VFH | VANGUARD WORLD FD | 59.1K | $7.1M | $8.2M | 1.68% | +2.6K | 2026-03-31 |
| 22 | MSFT | MICROSOFT CORP | 16.8K | $6.2M | $7.8M | 1.59% | +849 | 2026-03-31 |
| 23 | IJH | ISHARES TR | 88.4K | $6.0M | $6.7M | 1.36% | -142 | 2026-03-31 |
| 24 | IVE | ISHARES TR | 26.8K | $5.6M | $6.2M | 1.26% | -60 | 2026-03-31 |
| 25 | VO | VANGUARD INDEX FDS | 19.1K | $5.5M | $6.2M | 1.26% | +415 | 2026-03-31 |
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