Daviman Financial, LLC
85 holdingsFiling period: 2026-03-31Current AUM: $185.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 193.8K | $14.8M | $17.0M | 9.21% | +35.2K | 2026-03-31 |
| 2 | IVE | ISHARES TR | 51.3K | $10.8M | $11.9M | 6.42% | +1.3K | 2026-03-31 |
| 3 | DYNF | BLACKROCK ETF TRUST | 160.4K | $9.3M | $10.8M | 5.85% | -14,494 | 2026-03-31 |
| 4 | SCHZ | SCHWAB STRATEGIC TR | 397.5K | $9.2M | $9.0M | 4.89% | +7.6K | 2026-03-31 |
| 5 | IVW | ISHARES TR | 78.8K | $8.9M | $10.7M | 5.76% | +2.1K | 2026-03-31 |
| 6 | XTEN | BONDBLOXX ETF TRUST | 158.6K | $7.3M | $7.0M | 3.80% | +8.2K | 2026-03-31 |
| 7 | USFR | WISDOMTREE TR | 123.0K | $6.2M | $6.2M | 3.35% | -- | 2026-03-31 |
| 8 | IUSB | ISHARES TR | 129.8K | $6.0M | $5.9M | 3.19% | +4.9K | 2026-03-31 |
| 9 | CORO | BLACKROCK ETF TRUST | 179.0K | $5.8M | $6.4M | 3.45% | -- | 2026-03-31 |
| 10 | ACWX | ISHARES TR | 76.8K | $5.3M | $5.8M | 3.12% | -- | 2026-03-31 |
| 11 | QUAL | ISHARES TR | 24.7K | $4.7M | $5.4M | 2.93% | -130 | 2026-03-31 |
| 12 | EFV | ISHARES TR | 61.5K | $4.6M | $5.0M | 2.69% | -37,410 | 2026-03-31 |
| 13 | MBB | ISHARES TR | 46.7K | $4.4M | $4.3M | 2.35% | +556 | 2026-03-31 |
| 14 | BAI | BLACKROCK ETF TRUST | 131.4K | $4.3M | $5.4M | 2.94% | +7.2K | 2026-03-31 |
| 15 | GOVT | ISHARES TR | 186.7K | $4.3M | $4.2M | 2.27% | +163.2K | 2026-03-31 |
| 16 | SPMO | INVESCO EXCH TRADED FD TR II | 36.7K | $4.1M | $5.3M | 2.85% | +3.1K | 2026-03-31 |
| 17 | AVEM | AMERICAN CENTY ETF TR | 50.1K | $4.0M | $4.5M | 2.42% | +12.7K | 2026-03-31 |
| 18 | THRO | BLACKROCK ETF TRUST | 106.6K | $3.9M | $4.5M | 2.46% | +7.1K | 2026-03-31 |
| 19 | IAGG | ISHARES TR | 68.6K | $3.4M | $3.4M | 1.84% | +3.7K | 2026-03-31 |
| 20 | BINC | BLACKROCK ETF TRUST II | 62.6K | $3.3M | $3.3M | 1.76% | -11,278 | 2026-03-31 |
| 21 | MUB | ISHARES TR | 29.4K | $3.1M | $3.1M | 1.68% | +5.0K | 2026-03-31 |
| 22 | BLCR | BLACKROCK ETF TRUST | 68.4K | $2.8M | $3.3M | 1.80% | -- | 2026-03-31 |
| 23 | VTI | VANGUARD INDEX FDS | 8.5K | $2.7M | $3.1M | 1.69% | -254 | 2026-03-31 |
| 24 | SHLD | GLOBAL X FDS | 36.8K | $2.6M | $2.3M | 1.26% | +15.4K | 2026-03-31 |
| 25 | SGOV | ISHARES TR | 23.9K | $2.4M | $2.4M | 1.30% | -3,166 | 2026-03-31 |
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