Selby Wealth Management, LLC
83 holdingsFiling period: 2026-06-30Current AUM: $281.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | JCPB | J P Morgan Exchange Traded F | 419.3K | $19.7M | $19.0M | 6.75% | +25.4K | 2026-06-30 |
| 2 | FBND | Fidelity Merrimack Str TR | 396.4K | $18.0M | $17.5M | 6.20% | +16.7K | 2026-06-30 |
| 3 | JPST | J P Morgan Exchange Traded F | 345.7K | $17.5M | $17.4M | 6.18% | -15,492 | 2026-06-30 |
| 4 | BINC | BlackRock ETF Trust II | 250.0K | $13.1M | $12.7M | 4.49% | +5.4K | 2026-06-30 |
| 5 | DYNF | BlackRock ETF Trust | 169.6K | $11.5M | $11.6M | 4.13% | +9.3K | 2026-06-30 |
| 6 | PYLD | PIMCO ETF TR | 420.9K | $11.2M | $10.8M | 3.82% | +18.3K | 2026-06-30 |
| 7 | IJR | iShares TR | 70.0K | $10.4M | $9.7M | 3.45% | -3,198 | 2026-06-30 |
| 8 | JGRO | J P Morgan Exchange Traded F | 87.2K | $8.6M | $8.1M | 2.88% | -467 | 2026-06-30 |
| 9 | SPY | State Str Spdr S&P 500 ETF T | 11.0K | $8.2M | $8.4M | 2.98% | +37 | 2026-06-30 |
| 10 | NEAR | iShares U S ETF TR | 161.3K | $8.2M | $8.1M | 2.86% | +17.8K | 2026-06-30 |
| 11 | SCHG | Schwab Strategic TR | 231.6K | $7.8M | $8.1M | 2.88% | +8.2K | 2026-06-30 |
| 12 | VYM | Vanguard Whitehall Fds | 42.2K | $6.7M | $6.9M | 2.43% | +7.9K | 2026-06-30 |
| 13 | MOAT | VanEck ETF Trust | 60.8K | $6.3M | $6.8M | 2.42% | +124 | 2026-06-30 |
| 14 | PG | Procter & Gamble Co | 43.0K | $6.3M | $6.9M | 2.44% | -- | 2026-06-30 |
| 15 | VTI | Vanguard Index Fds | 17.0K | $6.3M | $6.4M | 2.26% | -61 | 2026-06-30 |
| 16 | VIG | Vanguard Specialized Funds | 25.1K | $5.9M | $6.1M | 2.18% | +5.7K | 2026-06-30 |
| 17 | BOND | PIMCO ETF TR | 64.0K | $5.9M | $5.7M | 2.01% | +5.5K | 2026-06-30 |
| 18 | SCHX | Schwab Strategic TR | 181.0K | $5.3M | $5.5M | 1.93% | +1.6K | 2026-06-30 |
| 19 | SCHM | Schwab Strategic TR | 142.7K | $5.3M | $5.0M | 1.76% | -5,527 | 2026-06-30 |
| 20 | AAPL | Apple Inc | 15.5K | $4.5M | $5.3M | 1.90% | +9 | 2026-06-30 |
| 21 | CGGR | Capital Group Growth ETF | 86.4K | $4.1M | $4.0M | 1.42% | +9.8K | 2026-06-30 |
| 22 | SCHB | Schwab Strategic TR | 130.5K | $3.8M | $3.8M | 1.36% | +5.1K | 2026-06-30 |
| 23 | GSIE | Goldman Sachs ETF TR | 80.9K | $3.7M | $3.7M | 1.32% | +3.0K | 2026-06-30 |
| 24 | CGDV | Capital Group Dividend Value | 73.1K | $3.6M | $3.6M | 1.27% | +11.1K | 2026-06-30 |
| 25 | VO | Vanguard Index Fds | 40.4K | $3.3M | $3.3M | 1.16% | +30.1K | 2026-06-30 |
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