INVESTED ADVISORS
140 holdingsFiling period: 2026-03-31Current AUM: $108.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | 51.6K | $5.1M | $5.0M | 4.64% | -559 | 2026-03-31 |
| 2 | SUB | ISHARES TR | 45.5K | $4.8M | $4.8M | 4.46% | +2.3K | 2026-03-31 |
| 3 | IVV | ISHARES TR | 6.0K | $3.9M | $4.5M | 4.17% | -24 | 2026-03-31 |
| 4 | ISTB | ISHARES TR | 74.8K | $3.6M | $3.6M | 3.32% | +15.3K | 2026-03-31 |
| 5 | ACWX | ISHARES TR | 50.2K | $3.4M | $3.8M | 3.49% | +6.2K | 2026-03-31 |
| 6 | AAPL | APPLE INC | 12.9K | $3.3M | $4.0M | 3.67% | -228 | 2026-03-31 |
| 7 | BCI | ABRDN ETFS | 120.0K | $2.9M | $2.9M | 2.66% | +508 | 2026-03-31 |
| 8 | IWF | ISHARES TR | 6.8K | $2.9M | $3.2M | 2.96% | +111 | 2026-03-31 |
| 9 | IWD | ISHARES TR | 13.0K | $2.8M | $3.3M | 3.03% | -1,929 | 2026-03-31 |
| 10 | MSFT | MICROSOFT CORP | 5.4K | $2.0M | $2.5M | 2.33% | -120 | 2026-03-31 |
| 11 | SPYM | SPDR SERIES TRUST | 24.0K | $1.8M | $2.1M | 1.95% | +1.8K | 2026-03-31 |
| 12 | GOOGL | ALPHABET INC | 6.0K | $1.7M | $2.2M | 1.99% | +234 | 2026-03-31 |
| 13 | HDV | ISHARES TR | 12.2K | $1.7M | $1.8M | 1.62% | +51 | 2026-03-31 |
| 14 | JNJ | JOHNSON & JOHNSON | 6.8K | $1.7M | $1.7M | 1.61% | -911 | 2026-03-31 |
| 15 | MUB | ISHARES TR | 15.6K | $1.7M | $1.6M | 1.52% | +786 | 2026-03-31 |
| 16 | DES | WISDOMTREE TR | 41.3K | $1.5M | $1.7M | 1.55% | +292 | 2026-03-31 |
| 17 | IDV | ISHARES TR | 34.6K | $1.5M | $1.5M | 1.42% | -291 | 2026-03-31 |
| 18 | NVDA | NVIDIA CORPORATION | 7.7K | $1.3M | $1.6M | 1.44% | +53 | 2026-03-31 |
| 19 | AVGO | BROADCOM INC | 4.0K | $1.2M | $1.5M | 1.43% | +1 | 2026-03-31 |
| 20 | XBI | SPDR SERIES TRUST | 8.7K | $1.1M | $1.3M | 1.18% | -210 | 2026-03-31 |
| 21 | RSP | INVESCO EXCHANGE TRADED FD T | 5.2K | $990K | $1.1M | 1.03% | +712 | 2026-03-31 |
| 22 | IEMG | ISHARES INC | 14.1K | $984K | $1.1M | 1.01% | -120 | 2026-03-31 |
| 23 | HYS | PIMCO ETF TR | 10.4K | $967K | $961K | 0.89% | +196 | 2026-03-31 |
| 24 | JPM | JPMORGAN CHASE & CO | 3.2K | $941K | $1.1M | 1.04% | +17 | 2026-03-31 |
| 25 | IEUR | ISHARES TR | 11.9K | $835K | $911K | 0.84% | +548 | 2026-03-31 |
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