JHP Wealth Management, LLC
32 holdingsFiling period: 2026-03-31Current AUM: $117.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 44.9K | $29.3M | $33.7M | 28.69% | +367 | 2026-03-31 |
| 2 | VOO | VANGUARD INDEX FDS | 34.3K | $20.5M | $23.5M | 20.05% | +1.9K | 2026-03-31 |
| 3 | FNDF | SCHWAB STRATEGIC TR | 324.3K | $15.9M | $17.5M | 14.92% | +19.5K | 2026-03-31 |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | 123.0K | $7.9M | $8.7M | 7.40% | +20.3K | 2026-03-31 |
| 5 | SPHQ | INVESCO EXCHANGE TRADED FD T | 60.4K | $4.5M | $5.1M | 4.35% | +9.2K | 2026-03-31 |
| 6 | IGSB | ISHARES TR | 65.8K | $3.5M | $3.4M | 2.92% | -64,266 | 2026-03-31 |
| 7 | AGG | ISHARES TR | 33.4K | $3.3M | $3.2M | 2.77% | +5.6K | 2026-03-31 |
| 8 | IJR | ISHARES TR | 26.6K | $3.3M | $3.9M | 3.30% | +7.9K | 2026-03-31 |
| 9 | IWM | ISHARES TR | 11.0K | $2.7M | $3.2M | 2.73% | +1 | 2026-03-31 |
| 10 | XMMO | INVESCO EXCHANGE TRADED FD T | 14.2K | $2.1M | $2.2M | 1.87% | +511 | 2026-03-31 |
| 11 | VB | VANGUARD INDEX FDS | 4.7K | $1.2M | $1.4M | 1.19% | +2.5K | 2026-03-31 |
| 12 | CGSM | CAPITAL GRP FIXED INCM ETF T | 45.8K | $1.2M | $1.2M | 1.02% | -994 | 2026-03-31 |
| 13 | MSFT | MICROSOFT CORP | 2.9K | $1.1M | $1.3M | 1.14% | -40 | 2026-03-31 |
| 14 | IWB | ISHARES TR | 2.9K | $1.0M | $1.2M | 1.02% | +7 | 2026-03-31 |
| 15 | BND | VANGUARD BD INDEX FDS | 8.2K | $604K | $592K | 0.50% | +821 | 2026-03-31 |
| 16 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 1.2K | $591K | $591K | 0.50% | -12 | 2026-03-31 |
| 17 | NVDA | NVIDIA CORPORATION | 3.4K | $586K | $675K | 0.57% | +145 | 2026-03-31 |
| 18 | VTV | VANGUARD INDEX FDS | 2.8K | $547K | $613K | 0.52% | -89 | 2026-03-31 |
| 19 | ESGU | ISHARES TR | 3.3K | $469K | $543K | 0.46% | +56 | 2026-03-31 |
| 20 | VIG | VANGUARD SPECIALIZED FUNDS | 2.2K | $467K | $519K | 0.44% | +9 | 2026-03-31 |
| 21 | HYMB | SPDR SERIES TRUST | 18.8K | $466K | $468K | 0.40% | -- | 2026-03-31 |
| 22 | VONG | VANGUARD SCOTTSDALE FDS | 4.1K | $452K | $502K | 0.43% | +5 | 2026-03-31 |
| 23 | SUB | ISHARES TR | 4.0K | $421K | $420K | 0.36% | -1,506 | 2026-03-31 |
| 24 | VUG | VANGUARD INDEX FDS | 865 | $377K | $441K | 0.38% | -58 | 2026-03-31 |
| 25 | SPY | STATE STR SPDR S&P 500 ETF T | 505 | $328K | $377K | 0.32% | +2 | 2026-03-31 |
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