Appalachian Capital Management Ltd
46 holdingsFiling period: 2026-03-31Current AUM: $138.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SCHB | SCHWAB STRATEGIC TR | 1.57M | $39.5M | $45.4M | 32.90% | +17.6K | 2026-03-31 |
| 2 | SPTI | SPDR SERIES TRUST | 335.0K | $9.6M | $9.4M | 6.82% | +12.2K | 2026-03-31 |
| 3 | SCHD | SCHWAB STRATEGIC TR | 311.6K | $9.6M | $10.4M | 7.56% | +12.2K | 2026-03-31 |
| 4 | SPTL | SPDR SERIES TRUST | 351.6K | $9.2M | $8.8M | 6.39% | -7,248 | 2026-03-31 |
| 5 | UCON | FIRST TR EXCHNG TRADED FD VI | 360.0K | $8.9M | $8.8M | 6.41% | +6.6K | 2026-03-31 |
| 6 | OAKI | HARRIS OAKMARK ETF TRUST | 338.5K | $8.1M | $9.1M | 6.57% | +18.4K | 2026-03-31 |
| 7 | OAKM | HARRIS OAKMARK ETF TRUST | 295.2K | $8.1M | $8.9M | 6.45% | +12.2K | 2026-03-31 |
| 8 | QQQM | INVESCO EXCH TRADED FD TR II | 26.2K | $6.2M | $7.4M | 5.38% | +1.5K | 2026-03-31 |
| 9 | QQQ | INVESCO QQQ TR | 5.7K | $3.3M | $3.9M | 2.84% | +102 | 2026-03-31 |
| 10 | VCIT | VANGUARD SCOTTSDALE FDS | 34.1K | $2.8M | $2.8M | 2.01% | -1,270 | 2026-03-31 |
| 11 | XLF | SELECT SECTOR SPDR TR | 54.0K | $2.7M | $3.1M | 2.23% | -1,066 | 2026-03-31 |
| 12 | RDVY | FIRST TR EXCHANGE TRADED FD | 23.5K | $1.6M | $1.9M | 1.38% | -785 | 2026-03-31 |
| 13 | BA | BOEING CO | 5.8K | $1.1M | $1.2M | 0.90% | +430 | 2026-03-31 |
| 14 | XOM | EXXON MOBIL CORP | 5.7K | $959K | $879K | 0.64% | +2 | 2026-03-31 |
| 15 | XOM | EXXON MOBIL CORP | 5.7K | $959K | $879K | 0.64% | +2 | 2026-03-31 |
| 16 | BOND | PIMCO ETF TR | 9.8K | $905K | $887K | 0.64% | -153 | 2026-03-31 |
| 17 | AMZN | AMAZON COM INC | 4.1K | $857K | $1.1M | 0.81% | +647 | 2026-03-31 |
| 18 | KRE | SPDR SERIES TRUST | 11.9K | $775K | $905K | 0.66% | -1,532 | 2026-03-31 |
| 19 | PID | INVESCO EXCHANGE TRADED FD T | 29.6K | $659K | $688K | 0.50% | +2.7K | 2026-03-31 |
| 20 | TSLA | TESLA INC | 1.8K | $652K | $546K | 0.40% | +139 | 2026-03-31 |
| 21 | SCHZ | SCHWAB STRATEGIC TR | 25.4K | $589K | $577K | 0.42% | -1,200 | 2026-03-31 |
| 22 | FVD | FIRST TR EXCHANGE-TRADED FD | 12.4K | $584K | $623K | 0.45% | -840 | 2026-03-31 |
| 23 | NVDA | NVIDIA CORPORATION | 3.2K | $562K | $647K | 0.47% | -500 | 2026-03-31 |
| 24 | SPLV | INVESCO EXCH TRADED FD TR II | 7.6K | $554K | $577K | 0.42% | -34 | 2026-03-31 |
| 25 | VLO | VALERO ENERGY CORP | 2.1K | $518K | $656K | 0.48% | -- | 2026-03-31 |
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