Cedarwood Wealth LLC
82 holdingsFiling period: 2026-03-31Current AUM: $114.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 20.5K | $13.4M | $15.4M | 13.46% | +1.1K | 2026-03-31 |
| 2 | QQQ | INVESCO QQQ TR | 15.1K | $8.7M | $10.4M | 9.09% | +1.2K | 2026-03-31 |
| 3 | AAPL | APPLE INC | 21.3K | $5.4M | $6.6M | 5.75% | +2.3K | 2026-03-31 |
| 4 | GPIX | GOLDMAN SACHS ETF TR | 94.4K | $4.7M | $5.2M | 4.57% | +50.5K | 2026-03-31 |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | 6.7K | $4.4M | $5.0M | 4.38% | +4 | 2026-03-31 |
| 6 | SCHD | SCHWAB STRATEGIC TR | 128.8K | $4.0M | $4.3M | 3.77% | +8.9K | 2026-03-31 |
| 7 | NVDA | NVIDIA CORPORATION | 21.9K | $3.8M | $4.4M | 3.84% | +3.6K | 2026-03-31 |
| 8 | VOO | VANGUARD INDEX FDS | 5.4K | $3.2M | $3.7M | 3.27% | -93 | 2026-03-31 |
| 9 | GPIQ | GOLDMAN SACHS ETF TR | 64.1K | $3.2M | $3.6M | 3.11% | +39.8K | 2026-03-31 |
| 10 | JEPI | J P MORGAN EXCHANGE TRADED F | 46.8K | $2.7M | $2.7M | 2.35% | +8.7K | 2026-03-31 |
| 11 | GRNY | TIDAL TRUST I | 98.2K | $2.3M | $2.7M | 2.32% | +14.9K | 2026-03-31 |
| 12 | JPST | J P MORGAN EXCHANGE TRADED F | 45.5K | $2.3M | $2.3M | 2.01% | +38.8K | 2026-03-31 |
| 13 | XLK | SELECT SECTOR SPDR TR | 17.1K | $2.3M | $3.0M | 2.62% | +3.5K | 2026-03-31 |
| 14 | MSFT | MICROSOFT CORP | 5.4K | $2.0M | $2.5M | 2.21% | +1.2K | 2026-03-31 |
| 15 | AMZN | AMAZON COM INC | 8.8K | $1.8M | $2.4M | 2.10% | +973 | 2026-03-31 |
| 16 | GLD | SPDR GOLD TR | 4.2K | $1.8M | $1.6M | 1.37% | +356 | 2026-03-31 |
| 17 | IWF | ISHARES TR | 4.0K | $1.7M | $1.9M | 1.67% | +28 | 2026-03-31 |
| 18 | INTC | INTEL CORP | 34.4K | $1.5M | $3.1M | 2.71% | -1,070 | 2026-03-31 |
| 19 | VV | VANGUARD INDEX FDS | 4.6K | $1.4M | $1.6M | 1.40% | +244 | 2026-03-31 |
| 20 | GOOGL | ALPHABET INC | 4.7K | $1.3M | $1.7M | 1.45% | +888 | 2026-03-31 |
| 21 | DGRO | ISHARES TR | 17.2K | $1.2M | $1.3M | 1.17% | +510 | 2026-03-31 |
| 22 | AVGO | BROADCOM INC | 3.7K | $1.1M | $1.4M | 1.26% | +623 | 2026-03-31 |
| 23 | VIG | VANGUARD SPECIALIZED FUNDS | 4.5K | $971K | $1.1M | 0.94% | +537 | 2026-03-31 |
| 24 | META | META PLATFORMS INC | 1.7K | $963K | $937K | 0.82% | +68 | 2026-03-31 |
| 25 | GOOG | ALPHABET INC | 2.9K | $838K | $1.0M | 0.91% | +375 | 2026-03-31 |
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