Lockerman Financial Group, Inc.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| SPDR S&P 500 ETF TR | $3.98M | 7.6% |
| J P MORGAN EXCHANGE TRADED F | $3.59M | 6.9% |
| SSGA ACTIVE TR | $2.36M | 4.5% |
| SPDR INDEX SHS FDS | $2.25M | 4.3% |
| SSGA ACTIVE TR | $1.86M | 3.6% |
| J P MORGAN EXCHANGE TRADED F | $1.74M | 3.3% |
| SPDR INDEX SHS FDS | $1.71M | 3.3% |
| Masimo Corporation | $1.53M | 2.9% |
| J P MORGAN EXCHANGE TRADED F | $1.36M | 2.6% |
| ISHARES TR | $1.12M | 2.1% |
| J P MORGAN EXCHANGE TRADED F | $1.08M | 2.1% |
| J P MORGAN EXCHANGE TRADED F | $1.03M | 2.0% |
| J P MORGAN EXCHANGE TRADED F | $998.6K | 1.9% |
| VANGUARD MUN BD FDS | $957.5K | 1.8% |
| SPDR SERIES TRUST | $891.7K | 1.7% |
| SPDR SERIES TRUST | $881.0K | 1.7% |
| SPDR SERIES TRUST | $780.9K | 1.5% |
| MICROSOFT CORP | $681.9K | 1.3% |
| ISHARES TR | $639.0K | 1.2% |
| VANGUARD INDEX FDS | $637.4K | 1.2% |
| SPDR GOLD TR | $607.9K | 1.2% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $574.5K | 1.1% |
| SPDR SERIES TRUST | $568.8K | 1.1% |
| NUSHARES ETF TR | $562.1K | 1.1% |
| ISHARES TR | $551.3K | 1.1% |
| NUSHARES ETF TR | $547.5K | 1.1% |
| Northrop Grumman Corp | $544.6K | 1.0% |
| DIMENSIONAL ETF TRUST | $535.5K | 1.0% |
| NUSHARES ETF TR | $531.4K | 1.0% |
| ISHARES INC | $519.5K | 1.0% |
| SPDR SERIES TRUST | $511.2K | 1.0% |
| NVIDIA Corp | $506.2K | 1.0% |
| ISHARES TR | $497.6K | 1.0% |
| SPDR INDEX SHS FDS | $487.5K | 0.9% |
| SPDR SERIES TRUST | $458.9K | 0.9% |
| ISHARES TR | $429.7K | 0.8% |
| ISHARES TR | $429.3K | 0.8% |
| NUSHARES ETF TR | $412.2K | 0.8% |
| SSGA ACTIVE ETF TR | $406.1K | 0.8% |
| ISHARES TR | $394.9K | 0.8% |
| Alphabet Inc. | $384.7K | 0.7% |
| ISHARES TR | $382.1K | 0.7% |
| J P MORGAN EXCHANGE TRADED F | $379.6K | 0.7% |
| J P MORGAN EXCHANGE TRADED F | $371.5K | 0.7% |
| GOLDMAN SACHS ETF TR | $353.9K | 0.7% |
| Apple Inc. | $351.0K | 0.7% |
| BLACKROCK ETF TRUST II | $347.4K | 0.7% |
| SPDR SERIES TRUST | $347.1K | 0.7% |
| J P MORGAN EXCHANGE TRADED F | $345.8K | 0.7% |
| SPDR SERIES TRUST | $340.6K | 0.7% |