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Saxony Capital Management, LLC

All holdings · as of Dec 31, 2025

161 positions

CompanyClassValueShares% of portfolio
VANGUARD INDEX FDS$8.08M12,8835.0%
VANGUARD BD INDEX FDS$6.00M81,0093.7%
INVESCO QQQ TR$5.86M9,5423.6%
NVIDIA Corp$5.76M30,8863.5%
J P MORGAN EXCHANGE TRADED F$4.98M98,3843.1%
J P MORGAN EXCHANGE TRADED F$4.97M86,8193.0%
J P MORGAN EXCHANGE TRADED F$4.09M51,0072.5%
DIMENSIONAL ETF TRUST$3.78M115,9612.3%
J P MORGAN EXCHANGE TRADED F$3.74M64,4072.3%
DIMENSIONAL ETF TRUST$3.62M94,8772.2%
Apple Inc.$3.55M13,0522.2%
CAPITAL GRP FIXED INCM ETF T$3.53M135,8692.2%
ISHARES TR$3.45M28,0202.1%
CAPITAL GRP FIXED INCM ETF T$3.22M121,3022.0%
J P MORGAN EXCHANGE TRADED F$3.19M67,3022.0%
iShares MSCI UAE ETF$3.18M21,4102.0%
ISHARES TR$2.44M24,0341.5%
ELI LILLY & Co$2.35M2,1881.4%
Amazon.com Inc$2.25M9,7501.4%
ISHARES TR$2.11M9,9451.3%
SPDR S&P 500 ETF TR$1.96M2,8731.2%
Tesla Inc$1.88M4,1771.2%
ISHARES TR$1.88M17,5291.2%
VANGUARD WHITEHALL FDS$1.87M20,7411.1%
MICROSOFT CORP$1.84M3,8071.1%
Broadcom Inc.$1.83M5,2951.1%
CAPITAL GROUP GROWTH ETF$1.83M41,1171.1%
CAPITAL GROUP DIVIDEND VALUE$1.71M39,1841.0%
SPDR GOLD TR$1.70M4,2821.0%
CAPITAL GROUP GBL GROWTH EQT$1.67M48,2181.0%
INVESCO EXCHANGE TRADED FD T$1.59M8,3201.0%
VANGUARD SPECIALIZED FUNDS$1.43M6,5010.9%
J P MORGAN EXCHANGE TRADED F$1.42M21,3840.9%
ISHARES TR$1.34M15,0110.8%
T ROWE PRICE ETF INC$1.34M29,8810.8%
ISHARES TR$1.27M9,0010.8%
T ROWE PRICE ETF INC$1.21M24,3080.7%
SPDR SERIES TRUST$1.17M20,1460.7%
BLACKROCK ETF TRUST$1.16M34,6890.7%
ISHARES TR$1.13M11,8480.7%
Alphabet Inc.$1.10M3,5180.7%
SELECT SECTOR SPDR TR$1.05M7,2800.6%
VANGUARD INDEX FDS$1.02M4,7970.6%
J P MORGAN EXCHANGE TRADED F$956.4K12,7720.6%
iShares MSCI UAE ETF$939.2K3,7520.6%
Netflix Inc$915.0K9,7590.6%
Alphabet Inc.$910.5K2,9090.6%
CINCINNATI FINANCIAL CORP$906.9K5,5530.6%
WORLD GOLD TR$902.9K10,5760.6%
PROCTER & GAMBLE Co$899.1K6,2740.6%
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