Back to Gladwyn Financial Advisors, Inc.

Gladwyn Financial Advisors, Inc.

All holdings · as of Dec 31, 2025

87 positions

CompanyClassValueShares% of portfolio
VANGUARD INDEX FDS$10.74M35,5647.5%
VANGUARD INDEX FDS$10.73M50,6757.5%
VANGUARD INDEX FDS$10.51M59,2637.4%
VANGUARD INDEX FDS$9.86M35,3376.9%
VANGUARD WORLD FD$8.25M58,4275.8%
VANGUARD WORLD FD$7.92M19,1945.6%
VANGUARD INTL EQUITY INDEX F$7.05M49,1805.0%
VANGUARD INTL EQUITY INDEX F$6.65M123,6434.7%
VANGUARD INTL EQUITY INDEX F$5.59M76,0323.9%
VANGUARD SCOTTSDALE FDS$4.72M59,2503.3%
VANGUARD BD INDEX FDS$4.66M59,1773.3%
VANGUARD SCOTTSDALE FDS$4.61M82,5993.2%
ISHARES TR$4.52M37,9013.2%
INVESCO DB COMMDY INDX TRCK$4.50M201,4553.2%
VANGUARD SCOTTSDALE FDS$4.38M52,2623.1%
ISHARES TR$3.26M40,4282.3%
ISHARES INC$3.22M70,2722.3%
INVESCO ACTVELY MNGD ETC FD$3.20M241,6522.2%
SPDR S&P 500 ETF TR$2.50M3,6711.8%
VANGUARD WHITEHALL FDS$2.48M36,8471.7%
ISHARES TR$2.46M25,5501.7%
iShares MSCI UAE ETF$2.40M21,7931.7%
VANGUARD CHARLOTTE FDS$2.37M48,9541.7%
GENERAL DYNAMICS CORP$2.02M6,0111.4%
VANGUARD INDEX FDS$1.34M2,7530.9%
VANGUARD INDEX FDS$1.33M6,9430.9%
ISHARES TR$1.18M12,2730.8%
ISHARES TR$884.6K8,8570.6%
NEXTERA ENERGY INC$730.8K9,1030.5%
CACI INTERNATIONAL INC /DE$692.7K1,3000.5%
JPMORGAN CHASE & CO$596.9K1,8520.4%
ISHARES TR$587.6K7,5790.4%
ISHARES TR$563.7K8,3970.4%
COCA COLA CO$554.9K7,9380.4%
ISHARES INC$519.0K7,7210.4%
GENERAL ELECTRIC CO$432.4K1,4040.3%
PROCTER & GAMBLE Co$342.7K2,3910.2%
Amazon.com Inc$331.5K1,4300.2%
GE Vernova Inc.$267.9K4100.2%
SPDR S&P MIDCAP 400 ETF TR$267.8K4440.2%
EXXON MOBIL CORP$253.6K2,1070.2%
Walmart Inc.$203.6K1,8280.1%
WEC ENERGY GROUP, INC.$203.5K1,9290.1%
ALLSTATE CORP$203.2K9760.1%
Trane Technologies plc$197.9K5090.1%
3M CO$159.9K9980.1%
JOHNSON & JOHNSON$148.8K7190.1%
VERIZON COMMUNICATIONS INC$145.3K3,5660.1%
VANGUARD INDEX FDS$143.0K5540.1%
VANGUARD INDEX FDS$94.2K2810.1%
← PrevPage 1 of 2Next →