Bauman Advisory Group, LLC
63 holdingsFiling period: 2026-03-31Current AUM: $154.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 415.9K | $31.8M | $36.6M | 23.67% | -29,859 | 2026-03-31 |
| 2 | QQQM | INVESCO EXCH TRADED FD TR II | 55.7K | $13.2M | $15.8M | 10.21% | +7.6K | 2026-03-31 |
| 3 | AVDE | AMERICAN CENTY ETF TR | 106.2K | $9.0M | $9.7M | 6.27% | -- | 2026-03-31 |
| 4 | IAUM | ISHARES GOLD TR | 190.9K | $8.9M | $7.7M | 4.99% | +79.8K | 2026-03-31 |
| 5 | BINC | BLACKROCK ETF TRUST II | 113.9K | $5.9M | $5.9M | 3.83% | +43.4K | 2026-03-31 |
| 6 | RSP | INVESCO EXCHANGE TRADED FD T | 26.4K | $5.1M | $5.7M | 3.68% | -- | 2026-03-31 |
| 7 | AVUV | AMERICAN CENTY ETF TR | 43.4K | $4.8M | $5.4M | 3.52% | +9.7K | 2026-03-31 |
| 8 | AVDV | AMERICAN CENTY ETF TR | 45.9K | $4.6M | $4.8M | 3.11% | +34.9K | 2026-03-31 |
| 9 | JEPI | J P MORGAN EXCHANGE TRADED F | 78.6K | $4.5M | $4.5M | 2.92% | -2,246 | 2026-03-31 |
| 10 | SCHD | SCHWAB STRATEGIC TR | 143.4K | $4.4M | $4.8M | 3.11% | +75.6K | 2026-03-31 |
| 11 | USIG | ISHARES TR | 85.0K | $4.4M | $4.3M | 2.77% | +48.3K | 2026-03-31 |
| 12 | SPHY | SPDR SERIES TRUST | 185.5K | $4.3M | $4.3M | 2.79% | +163.7K | 2026-03-31 |
| 13 | AVSC | AMERICAN CENTY ETF TR | 55.9K | $3.5M | $4.0M | 2.62% | -- | 2026-03-31 |
| 14 | AGG | ISHARES TR | 28.9K | $2.9M | $2.8M | 1.82% | -- | 2026-03-31 |
| 15 | AAPL | APPLE INC | 9.0K | $2.3M | $2.8M | 1.81% | -367 | 2026-03-31 |
| 16 | AVEM | AMERICAN CENTY ETF TR | 26.5K | $2.1M | $2.4M | 1.53% | -- | 2026-03-31 |
| 17 | SMIZ | ZACKS TRUST | 47.8K | $1.8M | $2.0M | 1.30% | -2,205 | 2026-03-31 |
| 18 | VCSH | VANGUARD SCOTTSDALE FDS | 18.8K | $1.5M | $1.5M | 0.96% | +4.4K | 2026-03-31 |
| 19 | SPHQ | INVESCO EXCHANGE TRADED FD T | 19.7K | $1.5M | $1.7M | 1.08% | -524 | 2026-03-31 |
| 20 | SPYI | NEOS ETF TRUST | 29.7K | $1.5M | $1.6M | 1.02% | +14.6K | 2026-03-31 |
| 21 | JAAA | JANUS DETROIT STR TR | 28.9K | $1.5M | $1.5M | 0.95% | +21.7K | 2026-03-31 |
| 22 | SCHP | SCHWAB STRATEGIC TR | 53.7K | $1.4M | $1.4M | 0.91% | -- | 2026-03-31 |
| 23 | HDV | ISHARES TR | 10.4K | $1.4M | $1.5M | 0.96% | -- | 2026-03-31 |
| 24 | COST | COSTCO WHOLESALE CORPORATION | 1.3K | $1.3M | $1.2M | 0.79% | +54 | 2026-03-31 |
| 25 | WMT | WALMART INC | 9.3K | $1.2M | $1.0M | 0.67% | -958 | 2026-03-31 |
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