Juno Financial Group LLC
71 holdingsFiling period: 2026-03-31Current AUM: $278.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VXUS | VANGUARD STAR FDS | 331.9K | $25.6M | $28.1M | 10.09% | +6.0K | 2026-03-31 |
| 2 | FBND | FIDELITY MERRIMACK STR TR | 496.4K | $22.6M | $22.2M | 7.98% | +91.0K | 2026-03-31 |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | 97.2K | $20.9M | $23.2M | 8.35% | +2.3K | 2026-03-31 |
| 4 | VYM | VANGUARD WHITEHALL FDS | 117.4K | $17.4M | $19.0M | 6.83% | +2.8K | 2026-03-31 |
| 5 | GOVT | ISHARES TR | 755.4K | $17.3M | $17.0M | 6.09% | +25.7K | 2026-03-31 |
| 6 | RDVY | FIRST TR EXCHANGE TRADED FD | 229.9K | $15.7M | $18.6M | 6.70% | -1,524 | 2026-03-31 |
| 7 | SCHG | SCHWAB STRATEGIC TR | 434.3K | $12.7M | $14.8M | 5.33% | +24.2K | 2026-03-31 |
| 8 | SCHD | SCHWAB STRATEGIC TR | 334.0K | $10.2M | $11.2M | 4.02% | +10.2K | 2026-03-31 |
| 9 | JPLD | J P MORGAN EXCHANGE TRADED F | 166.4K | $8.7M | $8.7M | 3.11% | -- | 2026-03-31 |
| 10 | IBTG | ISHARES TR | 365.0K | $8.4M | $8.4M | 3.00% | -95,300 | 2026-03-31 |
| 11 | FPE | FIRST TR EXCH TRADED FD III | 323.6K | $5.7M | $5.7M | 2.07% | +18.4K | 2026-03-31 |
| 12 | MSFT | MICROSOFT CORP | 14.0K | $5.2M | $6.5M | 2.34% | +101 | 2026-03-31 |
| 13 | DE | DEERE & CO | 8.9K | $5.0M | $5.3M | 1.90% | +67 | 2026-03-31 |
| 14 | WMT | WALMART INC | 35.5K | $4.4M | $3.9M | 1.42% | -17 | 2026-03-31 |
| 15 | JPM | JPMORGAN CHASE & CO | 14.8K | $4.4M | $5.2M | 1.88% | -521 | 2026-03-31 |
| 16 | PG | PROCTER & GAMBLE CO | 27.9K | $4.0M | $4.0M | 1.45% | +1.8K | 2026-03-31 |
| 17 | PANW | PALO ALTO NETWORKS INC | 24.8K | $4.0M | $8.2M | 2.95% | +9.9K | 2026-03-31 |
| 18 | LLY | ELI LILLY & CO | 3.8K | $3.5M | $4.4M | 1.58% | -98 | 2026-03-31 |
| 19 | TLT | ISHARES TR | 37.7K | $3.3M | $3.1M | 1.11% | +2.2K | 2026-03-31 |
| 20 | CVX | CHEVRON CORPORATION | 14.7K | $3.1M | $2.9M | 1.04% | -4,745 | 2026-03-31 |
| 21 | UBER | UBER TECHNOLOGIES INC | 42.1K | $3.0M | $3.0M | 1.06% | +2.5K | 2026-03-31 |
| 22 | XLV | SELECT SECTOR SPDR TR | 19.6K | $2.9M | $3.2M | 1.14% | -16 | 2026-03-31 |
| 23 | GOOGL | ALPHABET INC | 9.9K | $2.9M | $3.5M | 1.27% | -48 | 2026-03-31 |
| 24 | NFLX | NETFLIX INC. | 29.4K | $2.8M | $2.1M | 0.76% | +2.8K | 2026-03-31 |
| 25 | LOW | LOWES COS INC | 11.9K | $2.8M | $2.5M | 0.89% | +43 | 2026-03-31 |
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