Selby Wealth Management, LLC
81 holdingsFiling period: 2026-03-31Current AUM: $271.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | JCPB | J P MORGAN EXCHANGE TRADED F | 393.9K | $18.5M | $18.2M | 6.70% | +6.2K | 2026-03-31 |
| 2 | JPST | J P MORGAN EXCHANGE TRADED F | 361.2K | $18.3M | $18.3M | 6.72% | -14,520 | 2026-03-31 |
| 3 | FBND | FIDELITY MERRIMACK STR TR | 379.7K | $17.3M | $17.0M | 6.25% | -1,997 | 2026-03-31 |
| 4 | BINC | BLACKROCK ETF TRUST II | 244.6K | $12.7M | $12.7M | 4.68% | -56 | 2026-03-31 |
| 5 | PYLD | PIMCO ETF TR | 402.6K | $10.5M | $10.5M | 3.88% | +7.3K | 2026-03-31 |
| 6 | DYNF | BLACKROCK ETF TRUST | 160.3K | $9.3M | $10.8M | 3.98% | +4.5K | 2026-03-31 |
| 7 | IJR | ISHARES TR | 73.2K | $9.1M | $10.7M | 3.92% | -688 | 2026-03-31 |
| 8 | JGRO | J P MORGAN EXCHANGE TRADED F | 87.7K | $7.4M | $8.0M | 2.96% | -750 | 2026-03-31 |
| 9 | NEAR | ISHARES U S ETF TR | 143.4K | $7.3M | $7.3M | 2.67% | +86.1K | 2026-03-31 |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | 10.9K | $7.1M | $8.2M | 3.00% | -540 | 2026-03-31 |
| 11 | SCHG | SCHWAB STRATEGIC TR | 223.4K | $6.5M | $7.6M | 2.81% | -13,290 | 2026-03-31 |
| 12 | PG | PROCTER & GAMBLE CO | 43.0K | $6.2M | $6.2M | 2.29% | -- | 2026-03-31 |
| 13 | MOAT | VANECK ETF TRUST | 60.7K | $5.9M | $6.6M | 2.42% | +5.8K | 2026-03-31 |
| 14 | VTI | VANGUARD INDEX FDS | 17.0K | $5.5M | $6.3M | 2.31% | -70 | 2026-03-31 |
| 15 | BOND | PIMCO ETF TR | 58.5K | $5.4M | $5.3M | 1.95% | +1.5K | 2026-03-31 |
| 16 | VYM | VANGUARD WHITEHALL FDS | 34.3K | $5.1M | $5.6M | 2.05% | +14.4K | 2026-03-31 |
| 17 | SCHX | SCHWAB STRATEGIC TR | 179.4K | $4.6M | $5.3M | 1.95% | -3,043 | 2026-03-31 |
| 18 | SCHM | SCHWAB STRATEGIC TR | 148.2K | $4.6M | $5.1M | 1.89% | -3,877 | 2026-03-31 |
| 19 | VIG | VANGUARD SPECIALIZED FUNDS | 19.4K | $4.2M | $4.6M | 1.70% | +7.3K | 2026-03-31 |
| 20 | AAPL | APPLE INC | 15.5K | $3.9M | $4.8M | 1.77% | -58 | 2026-03-31 |
| 21 | GSIE | GOLDMAN SACHS ETF TR | 77.9K | $3.4M | $3.7M | 1.35% | +276 | 2026-03-31 |
| 22 | SCHB | SCHWAB STRATEGIC TR | 125.4K | $3.1M | $3.6M | 1.33% | -2,508 | 2026-03-31 |
| 23 | CGGR | CAPITAL GROUP GROWTH ETF | 76.6K | $3.1M | $3.4M | 1.27% | +8.6K | 2026-03-31 |
| 24 | SCHD | SCHWAB STRATEGIC TR | 99.1K | $3.0M | $3.3M | 1.22% | -2,405 | 2026-03-31 |
| 25 | VO | VANGUARD INDEX FDS | 10.3K | $2.9M | $3.3M | 1.22% | -214 | 2026-03-31 |
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