Ruggaard & Associates LLC
All holdings · as of Dec 31, 2025
| 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% |
| WISDOMTREE TR | $1.50M | 0.6% |
| VANGUARD INDEX FDS | $1.48M | 0.6% |
| COLUMBIA ETF TR I | $1.47M | 0.6% |
| Amazon.com Inc | $1.31M | 0.5% |
| ISHARES TR | $1.22M | 0.5% |
| ConocoPhillips | $1.19M | 0.5% |
| ISHARES TR | $1.15M | 0.5% |
| J P MORGAN EXCHANGE TRADED F | $1.06M | 0.4% |
| NOVARTIS AG | $1.05M | 0.4% |
| JANUS DETROIT STR TR | $1.01M | 0.4% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM | $989.7K | 0.4% |
| OLD REPUBLIC INTERNATIONAL CORP | $971.8K | 0.4% |
| TEXAS INSTRUMENTS INC | $946.2K | 0.4% |
| JPMORGAN CHASE & CO | $937.0K | 0.4% |
| NVIDIA Corp | $935.9K | 0.4% |
| PIMCO ETF TR | $926.8K | 0.4% |
| Alphabet Inc. | $905.9K | 0.4% |
| Walmart Inc. | $887.4K | 0.3% |
| VANGUARD INDEX FDS | $880.8K | 0.3% |
| AFLAC INC | $876.5K | 0.3% |
| SCHWAB STRATEGIC TR | $825.9K | 0.3% |
| ROYAL BK CDA | $781.7K | 0.3% |
| CHEVRON CORP | $713.0K | 0.3% |
| ISHARES TR | $712.1K | 0.3% |
| EXXON MOBIL CORP | $682.8K | 0.3% |