Councilor Wealth, LLC
84 holdingsFiling period: 2026-03-31Current AUM: $232.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | 526.6K | $13.5M | $15.5M | 6.67% | -20,110 | 2026-03-31 |
| 2 | VO | VANGUARD INDEX FDS | 39.1K | $11.2M | $12.7M | 5.44% | +1.7K | 2026-03-31 |
| 3 | SCHG | SCHWAB STRATEGIC TR | 341.1K | $9.9M | $11.7M | 5.01% | -20,162 | 2026-03-31 |
| 4 | IJR | ISHARES TR | 79.4K | $9.9M | $11.6M | 4.97% | -1,082 | 2026-03-31 |
| 5 | SCHV | SCHWAB STRATEGIC TR | 274.6K | $8.4M | $9.4M | 4.02% | -8,844 | 2026-03-31 |
| 6 | IJS | ISHARES TR | 67.4K | $8.0M | $9.2M | 3.94% | -2,726 | 2026-03-31 |
| 7 | VV | VANGUARD INDEX FDS | 25.9K | $7.7M | $8.9M | 3.83% | +4.6K | 2026-03-31 |
| 8 | VTV | VANGUARD INDEX FDS | 39.5K | $7.7M | $8.7M | 3.73% | +6.2K | 2026-03-31 |
| 9 | VOE | VANGUARD INDEX FDS | 38.1K | $7.0M | $7.8M | 3.35% | -24 | 2026-03-31 |
| 10 | VB | VANGUARD INDEX FDS | 22.0K | $5.8M | $6.5M | 2.79% | +1.7K | 2026-03-31 |
| 11 | VUG | VANGUARD INDEX FDS | 13.1K | $5.7M | $6.7M | 2.89% | +2.1K | 2026-03-31 |
| 12 | MDYV | SPDR SERIES TRUST | 62.8K | $5.3M | $6.0M | 2.56% | -5,054 | 2026-03-31 |
| 13 | VBK | VANGUARD INDEX FDS | 17.6K | $5.3M | $6.0M | 2.58% | -248 | 2026-03-31 |
| 14 | IWS | ISHARES TR | 35.9K | $5.2M | $6.0M | 2.58% | -1,262 | 2026-03-31 |
| 15 | VOT | VANGUARD INDEX FDS | 20.1K | $5.2M | $5.9M | 2.55% | +219 | 2026-03-31 |
| 16 | IJH | ISHARES TR | 74.6K | $5.0M | $5.6M | 2.41% | -643 | 2026-03-31 |
| 17 | IQLT | ISHARES TR | 99.1K | $4.6M | $5.0M | 2.14% | +13.1K | 2026-03-31 |
| 18 | MDYG | SPDR SERIES TRUST | 46.3K | $4.4M | $4.9M | 2.13% | -9,768 | 2026-03-31 |
| 19 | SCHA | SCHWAB STRATEGIC TR | 151.6K | $4.4M | $5.1M | 2.19% | -1,450 | 2026-03-31 |
| 20 | IJT | ISHARES TR | 30.4K | $4.4M | $5.2M | 2.26% | -2,044 | 2026-03-31 |
| 21 | IWP | ISHARES TR | 32.8K | $4.2M | $4.5M | 1.94% | -3,178 | 2026-03-31 |
| 22 | SLYV | SPDR SERIES TRUST | 43.2K | $4.1M | $4.7M | 2.02% | -4,516 | 2026-03-31 |
| 23 | VBR | VANGUARD INDEX FDS | 18.2K | $3.9M | $4.4M | 1.91% | +1.8K | 2026-03-31 |
| 24 | SCHM | SCHWAB STRATEGIC TR | 118.4K | $3.7M | $4.1M | 1.77% | -733 | 2026-03-31 |
| 25 | VTI | VANGUARD INDEX FDS | 9.0K | $2.9M | $3.3M | 1.42% | -60 | 2026-03-31 |
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