STRATEGIC ADVISORY PARTNERS, LLC
96 holdingsFiling period: 2026-03-31Current AUM: $137.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 75.2K | $44.9M | $51.6M | 37.64% | +6.4K | 2026-03-31 |
| 2 | BND | VANGUARD BD INDEX FDS | 468.2K | $34.5M | $33.8M | 24.66% | +21.7K | 2026-03-31 |
| 3 | XLP | SELECT SECTOR SPDR TR | 108.8K | $8.9M | $9.3M | 6.75% | +7.5K | 2026-03-31 |
| 4 | XLV | SELECT SECTOR SPDR TR | 59.2K | $8.7M | $9.6M | 7.02% | +3.6K | 2026-03-31 |
| 5 | SPLV | INVESCO EXCH TRADED FD TR II | 93.4K | $6.8M | $7.1M | 5.19% | +5.4K | 2026-03-31 |
| 6 | SCHO | SCHWAB STRATEGIC TR | 120.0K | $2.9M | $2.9M | 2.11% | -- | 2026-03-31 |
| 7 | IBB | ISHARES TR | 13.8K | $2.3M | $2.6M | 1.87% | -15,440 | 2026-03-31 |
| 8 | VB | VANGUARD INDEX FDS | 6.7K | $1.7M | $2.0M | 1.44% | -319 | 2026-03-31 |
| 9 | AAPL | APPLE INC | 4.5K | $1.1M | $1.4M | 1.01% | -58 | 2026-03-31 |
| 10 | IEMG | ISHARES INC | 13.8K | $962K | $1.1M | 0.78% | +75 | 2026-03-31 |
| 11 | EFA | ISHARES TR | 9.3K | $900K | $978K | 0.71% | -- | 2026-03-31 |
| 12 | QQQ | INVESCO QQQ TR | 1.5K | $876K | $1.0M | 0.76% | -484 | 2026-03-31 |
| 13 | VEA | VANGUARD TAX-MANAGED FDS | 13.3K | $852K | $939K | 0.68% | -1,084 | 2026-03-31 |
| 14 | AVGO | BROADCOM INC | 2.4K | $747K | $940K | 0.69% | -36 | 2026-03-31 |
| 15 | MSFT | MICROSOFT CORP | 1.9K | $708K | $889K | 0.65% | -182 | 2026-03-31 |
| 16 | SGOV | ISHARES TR | 5.5K | $558K | $558K | 0.41% | -- | 2026-03-31 |
| 17 | GOOG | ALPHABET INC | 1.9K | $558K | $694K | 0.51% | -116 | 2026-03-31 |
| 18 | IBIT | ISHARES BITCOIN TRUST ETF | 14.1K | $543K | $504K | 0.37% | -- | 2026-03-31 |
| 19 | NVDA | NVIDIA CORPORATION | 3.0K | $515K | $593K | 0.43% | -185 | 2026-03-31 |
| 20 | ESGD | ISHARES TR | 4.0K | $379K | $415K | 0.30% | -- | 2026-03-31 |
| 21 | SCHF | SCHWAB STRATEGIC TR | 13.6K | $337K | $373K | 0.27% | +13 | 2026-03-31 |
| 22 | IVV | ISHARES TR | 506 | $330K | $379K | 0.28% | -82 | 2026-03-31 |
| 23 | AMZN | AMAZON COM INC | 1.6K | $330K | $430K | 0.31% | -128 | 2026-03-31 |
| 24 | LOW | LOWES COS INC | 1.4K | $322K | $283K | 0.21% | -26 | 2026-03-31 |
| 25 | VWO | VANGUARD INTL EQUITY INDEX F | 5.8K | $313K | $340K | 0.25% | -33 | 2026-03-31 |
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