Ducere Wealth Management LLC
127 holdingsFiling period: 2026-03-31Current AUM: $288.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 31.0K | $20.2M | $23.3M | 8.07% | +1.1K | 2026-03-31 |
| 2 | GOOG | ALPHABET INC | 56.2K | $16.1M | $20.0M | 6.96% | -411 | 2026-03-31 |
| 3 | BINC | BLACKROCK ETF TRUST II | 243.0K | $12.6M | $12.6M | 4.39% | +25.9K | 2026-03-31 |
| 4 | MSFT | MICROSOFT CORP | 25.8K | $9.5M | $12.0M | 4.16% | +2.3K | 2026-03-31 |
| 5 | FLXR | TCW ETF TRUST | 240.6K | $9.4M | $9.4M | 3.25% | +43.1K | 2026-03-31 |
| 6 | GSLC | GOLDMAN SACHS ETF TR | 90.3K | $7.7M | $8.8M | 3.04% | +71.5K | 2026-03-31 |
| 7 | NVDA | NVIDIA CORPORATION | 43.2K | $7.5M | $8.7M | 3.01% | +9.6K | 2026-03-31 |
| 8 | AMZN | AMAZON COM INC | 35.4K | $7.4M | $9.6M | 3.34% | +31 | 2026-03-31 |
| 9 | BE | BLOOM ENERGY CORP | 48.7K | $6.6M | $10.0M | 3.48% | -445 | 2026-03-31 |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | 10.0K | $6.5M | $7.5M | 2.61% | +2.8K | 2026-03-31 |
| 11 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 13.4K | $6.4M | $6.4M | 2.23% | +177 | 2026-03-31 |
| 12 | GCAL | GOLDMAN SACHS ETF TR | 125.1K | $6.3M | $6.3M | 2.19% | -8,772 | 2026-03-31 |
| 13 | PRFZ | INVESCO EXCHANGE TRADED FD T | 136.3K | $6.3M | $7.3M | 2.54% | -5,291 | 2026-03-31 |
| 14 | IEFA | ISHARES TR | 66.7K | $6.0M | $6.6M | 2.28% | +5.1K | 2026-03-31 |
| 15 | IWF | ISHARES TR | 13.1K | $5.6M | $6.2M | 2.14% | +547 | 2026-03-31 |
| 16 | CMF | ISHARES TR | 90.3K | $5.1M | $5.1M | 1.77% | -7,199 | 2026-03-31 |
| 17 | AAPL | APPLE INC | 19.8K | $5.0M | $6.1M | 2.12% | +841 | 2026-03-31 |
| 18 | APH | AMPHENOL CORP | 38.8K | $4.9M | $6.2M | 2.16% | +777 | 2026-03-31 |
| 19 | MOAT | VANECK ETF TRUST | 48.6K | $4.7M | $5.3M | 1.82% | -3,028 | 2026-03-31 |
| 20 | VOO | VANGUARD INDEX FDS | 7.9K | $4.7M | $5.4M | 1.87% | -3,021 | 2026-03-31 |
| 21 | JPRE | J P MORGAN EXCHANGE TRADED F | 89.5K | $4.3M | $4.8M | 1.67% | -9,305 | 2026-03-31 |
| 22 | TCHP | T ROWE PRICE ETF INC | 87.3K | $3.9M | $4.3M | 1.48% | +7.4K | 2026-03-31 |
| 23 | JEPI | J P MORGAN EXCHANGE TRADED F | 64.8K | $3.7M | $3.7M | 1.29% | -5,300 | 2026-03-31 |
| 24 | UBER | UBER TECHNOLOGIES INC | 44.5K | $3.2M | $3.1M | 1.09% | +1.5K | 2026-03-31 |
| 25 | DYNF | BLACKROCK ETF TRUST | 53.5K | $3.1M | $3.6M | 1.25% | +13.0K | 2026-03-31 |
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