Gladwyn Financial Advisors, Inc.
87 holdingsFiling period: 2026-03-31Current AUM: $154.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VBR | VANGUARD INDEX FDS | 51.0K | $11.1M | $12.5M | 8.08% | +355 | 2026-03-31 |
| 2 | VBK | VANGUARD INDEX FDS | 36.2K | $10.9M | $12.3M | 7.98% | +650 | 2026-03-31 |
| 3 | VOE | VANGUARD INDEX FDS | 59.1K | $10.9M | $12.1M | 7.83% | -171 | 2026-03-31 |
| 4 | VOT | VANGUARD INDEX FDS | 39.8K | $10.2M | $11.8M | 7.61% | +4.4K | 2026-03-31 |
| 5 | MGV | VANGUARD WORLD FD | 58.4K | $8.5M | $9.5M | 6.17% | -14 | 2026-03-31 |
| 6 | MGK | VANGUARD WORLD FD | 21.4K | $7.9M | $9.2M | 5.98% | +2.2K | 2026-03-31 |
| 7 | VSS | VANGUARD INTL EQUITY INDEX F | 47.9K | $7.0M | $7.2M | 4.66% | -1,301 | 2026-03-31 |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | 123.5K | $6.7M | $7.3M | 4.70% | -160 | 2026-03-31 |
| 9 | VEU | VANGUARD INTL EQUITY INDEX F | 73.0K | $5.5M | $6.0M | 3.92% | -2,996 | 2026-03-31 |
| 10 | VCSH | VANGUARD SCOTTSDALE FDS | 61.1K | $4.8M | $4.8M | 3.11% | +1.9K | 2026-03-31 |
| 11 | DBC | INVESCO DB COMMDY INDX TRCK | 165.8K | $4.8M | $4.9M | 3.16% | -35,692 | 2026-03-31 |
| 12 | BSV | VANGUARD BD INDEX FDS | 60.9K | $4.8M | $4.7M | 3.06% | +1.7K | 2026-03-31 |
| 13 | VGLT | VANGUARD SCOTTSDALE FDS | 84.8K | $4.7M | $4.5M | 2.89% | +2.2K | 2026-03-31 |
| 14 | IEI | ISHARES TR | 38.5K | $4.6M | $4.5M | 2.90% | +600 | 2026-03-31 |
| 15 | VCIT | VANGUARD SCOTTSDALE FDS | 53.8K | $4.4M | $4.4M | 2.83% | +1.5K | 2026-03-31 |
| 16 | PDBC | INVESCO ACTVELY MNGD ETC FD | 197.8K | $3.4M | $3.5M | 2.25% | -43,861 | 2026-03-31 |
| 17 | HYG | ISHARES TR | 41.7K | $3.3M | $3.3M | 2.15% | +1.3K | 2026-03-31 |
| 18 | CEMB | ISHARES INC | 71.9K | $3.3M | $3.2M | 2.10% | +1.6K | 2026-03-31 |
| 19 | VWOB | VANGUARD WHITEHALL FDS | 37.3K | $2.4M | $2.5M | 1.59% | +415 | 2026-03-31 |
| 20 | LQD | ISHARES TR | 22.4K | $2.4M | $2.4M | 1.54% | +569 | 2026-03-31 |
| 21 | EMB | ISHARES TR | 25.9K | $2.4M | $2.4M | 1.58% | +318 | 2026-03-31 |
| 22 | BNDX | VANGUARD CHARLOTTE FDS | 50.2K | $2.4M | $2.4M | 1.55% | +1.3K | 2026-03-31 |
| 23 | GD | GENERAL DYNAMICS CORP | 6.0K | $2.1M | $2.3M | 1.49% | -- | 2026-03-31 |
| 24 | SPY | STATE STR SPDR S&P 500 ETF T | 2.7K | $1.8M | $2.0M | 1.32% | -932 | 2026-03-31 |
| 25 | VTV | VANGUARD INDEX FDS | 6.9K | $1.3M | $1.5M | 0.98% | -84 | 2026-03-31 |
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