Wealthquest Corp
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD S&P MID-CAP 400 VALUE ETF | $356.6K | 0.0% |
| INNOVATOR U.S. EQUITY BUFFER ETF - DECEMBER | $338.8K | 0.0% |
| SHERWIN WILLIAMS CO | $322.4K | 0.0% |
| Netflix Inc | $321.0K | 0.0% |
| ISHARES S&P 500 VALUE ETF | $310.9K | 0.0% |
| BRISTOL MYERS SQUIBB CO | $310.7K | 0.0% |
| BlackRock, Inc. | $310.4K | 0.0% |
| iShares Core Balanced Allocation | $309.9K | 0.0% |
| WISDOMTREE FLOATING RATE TREASURY FUND | $299.9K | 0.0% |
| SCHWAB U.S. BROAD MARKET ETF | $298.0K | 0.0% |
| ALTRIA GROUP, INC. | $296.2K | 0.0% |
| ALLIANZIM U.S. EQUITY 6 MONTH BUFFER10 JAN/JUL ETF | $293.5K | 0.0% |
| AT&T INC. | $287.6K | 0.0% |
| ALLIANZIM U.S. EQUITY BUFFER20 JAN ETF | $279.1K | 0.0% |
| ILLINOIS TOOL WORKS INC | $275.2K | 0.0% |
| COSTCO WHOLESALE CORP /NEW | $274.4K | 0.0% |
| DEERE & CO | $260.7K | 0.0% |
| Woodward Inc | $257.9K | 0.0% |
| TEXAS INSTRUMENTS INC | $255.0K | 0.0% |
| ISHARES 3-7 YEAR TREASURY BOND ETF | $254.8K | 0.0% |
| ISHARES 1-3 YEAR TREASURY BOND ETF | $252.9K | 0.0% |
| VANGUARD TOTAL INTERNATIONAL STOCK ETF | $249.9K | 0.0% |
| NORFOLK SOUTHERN CORP | $249.7K | 0.0% |
| United Parcel Service Inc | $248.8K | 0.0% |
| SPDR GOLD SHARES | $247.3K | 0.0% |
| Union Pacific Corp | $247.1K | 0.0% |
| Salesforce Inc | $238.4K | 0.0% |
| Vanguard FTSE Emerging Markets ETF | $234.0K | 0.0% |
| CISCO SYSTEMS, INC. | $233.6K | 0.0% |
| The PNC Financial Services Group, Inc. | $233.6K | 0.0% |
| Yum! Brands Inc | $232.1K | 0.0% |
| SPDR Small Cap | $232.1K | 0.0% |
| Comcast Corp. | $224.7K | 0.0% |
| VANGUARD SMALL-CAP GROWTH ETF | $223.6K | 0.0% |
| NUCOR CORP | $223.1K | 0.0% |
| CINCINNATI FINANCIAL CORP | $221.5K | 0.0% |
| iShares MSCI UAE ETF | $219.7K | 0.0% |
| Accenture plc | $217.6K | 0.0% |
| UNITEDHEALTH GROUP INC | $213.6K | 0.0% |
| VANGUARD VALUE ETF | $212.2K | 0.0% |
| CATERPILLAR INC | $211.4K | 0.0% |
| Ameren Corp | $210.2K | 0.0% |
| LOCKHEED MARTIN CORP | $208.9K | 0.0% |
| Philip Morris International Inc. | $208.2K | 0.0% |
| Morgan Stanley | $204.5K | 0.0% |
| THERMO FISHER SCIENTIFIC INC. | $202.8K | 0.0% |
| DNP SELECT INCOME FUND INCDNP | $174.8K | 0.0% |
| Coda Octopus Group, Inc. | $135.8K | 0.0% |