Institutions / Ruggaard & Associates LLC
Ruggaard & Associates LLC
CIK 1971230 · Institution · as of Dec 31, 2025
Portfolio value
$253.99M
Positions
121
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 121 →
| Company | Value | % of portfolio |
|---|---|---|
| American Centy ETF Tr | $14.78M | 5.8% |
| Capital Group Dividend Value | $14.78M | 5.8% |
| J P Morgan Exchange Traded F | $14.62M | 5.8% |
| Capital Grp Fixed Incm ETF T | $14.14M | 5.6% |
| iShares Tr | $12.10M | 4.8% |
| iShares Tr | $11.76M | 4.6% |
| Vanguard Index Fds | $11.20M | 4.4% |
| J P Morgan Exchange Traded F | $11.18M | 4.4% |
| Invesco Exchange Traded Fd T | $10.99M | 4.3% |
| Invesco Exchange Traded Fd T | $9.01M | 3.5% |
| Capital Group Gbl Growth Eqt | $8.57M | 3.4% |
| iShares Tr | $8.47M | 3.3% |
| BNY Mellon ETF Trust II | $7.70M | 3.0% |
| Dimensional ETF Trust | $7.42M | 2.9% |
| Apple Inc. | $7.35M | 2.9% |
| WisdomTree Tr | $7.23M | 2.8% |
| Dbx ETF Tr | $6.92M | 2.7% |
| Vanguard Index Fds | $6.50M | 2.6% |
| iShares Tr | $4.09M | 1.6% |
| Microsoft Corp | $2.59M | 1.0% |
| Agnico Eagle Mines Ltd | $2.45M | 1.0% |
| PIMCO ETF Tr | $2.19M | 0.9% |
| iShares Tr | $2.02M | 0.8% |
| J P Morgan Exchange Traded F | $1.84M | 0.7% |
| American Centy ETF Tr | $1.54M | 0.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.