Signature Estate & Investment Advisors LLC
All holdings · as of Mar 31, 2026
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD INDEX FDS | $432.17M | 8.8% |
| GOLDMAN SACHS ETF TR | $388.39M | 7.9% |
| SCHWAB STRATEGIC TR | $234.65M | 4.8% |
| SSGA ACTIVE ETF TR | $224.26M | 4.5% |
| ISHARES TR | $220.20M | 4.5% |
| WORLD GOLD TR | $218.15M | 4.4% |
| ISHARES TR | $161.77M | 3.3% |
| AMERICAN CENTURY ETF TRUST | $155.10M | 3.1% |
| Amazon.com Inc | $101.50M | 2.1% |
| CAPITAL GROUP GROWTH ETF | $100.13M | 2.0% |
| Alphabet Inc. | $98.21M | 2.0% |
| GMO ETF TRUST | $95.75M | 1.9% |
| SELECT SECTOR SPDR TR | $90.75M | 1.8% |
| Apple Inc. | $89.36M | 1.8% |
| MICROSOFT CORP | $89.00M | 1.8% |
| MCKESSON CORP | $88.34M | 1.8% |
| Meta Platforms Inc | $73.18M | 1.5% |
| Mastercard Inc | $71.84M | 1.5% |
| Broadcom Inc. | $69.05M | 1.4% |
| VANGUARD INDEX FDS | $64.15M | 1.3% |
| Walmart Inc. | $60.17M | 1.2% |
| SELECT SECTOR SPDR TR | $56.13M | 1.1% |
| ELI LILLY & Co | $52.66M | 1.1% |
| OLD DOMINION FREIGHT LINE, INC. | $51.60M | 1.0% |
| CITIGROUP INC | $47.62M | 1.0% |
| Vistra Corp. | $45.19M | 0.9% |
| SELECT SECTOR SPDR TR | $43.58M | 0.9% |
| SELECT SECTOR SPDR TR | $41.58M | 0.8% |
| iShares MSCI UAE ETF | $40.86M | 0.8% |
| Arista Networks, Inc.ANET | $40.07M | 0.8% |
| BONDBLOXX ETF TRUST | $39.39M | 0.8% |
| SIMPLIFY EXCHANGE TRADED FUN | $38.93M | 0.8% |
| SPDR INDEX SHS FDS | $36.31M | 0.7% |
| J P MORGAN EXCHANGE TRADED F | $31.53M | 0.6% |
| Robinhood Markets, Inc. | $27.23M | 0.6% |
| SPDR INDEX SHS FDS | $24.03M | 0.5% |
| SPDR INDEX SHS FDS | $23.57M | 0.5% |
| VANGUARD WHITEHALL FDS | $23.02M | 0.5% |
| STATE STR SPDR S&P 500 ETF T | $22.02M | 0.4% |
| WISDOMTREE TR | $20.81M | 0.4% |
| Quanta Services Inc | $19.18M | 0.4% |
| VANGUARD TAX-MANAGED FDS | $18.89M | 0.4% |
| Vertiv Holdings Co | $18.89M | 0.4% |
| ISHARES TR | $18.41M | 0.4% |
| APPLIED MATERIALS INC /DE | $18.23M | 0.4% |
| BlackRock, Inc. | $17.04M | 0.3% |
| ROYAL GOLD INC | $16.30M | 0.3% |
| INVESCO QQQ TR | $15.99M | 0.3% |
| NVIDIA Corp | $15.78M | 0.3% |
| ATI Inc | $14.54M | 0.3% |