Strategic Wealth Advisors LLC
All holdings · as of Jun 30, 2026
| Company | Value | % of portfolio |
|---|---|---|
| SPDR S&P 500 ETF TR | $11.5K | 9.8% |
| ISHARES TR | $9.0K | 7.7% |
| VANGUARD INDEX FDS | $7.2K | 6.2% |
| VANGUARD INDEX FDS | $6.5K | 5.5% |
| DIMENSIONAL ETF TRUST | $6.3K | 5.4% |
| VANGUARD SCOTTSDALE FDS | $5.9K | 5.0% |
| DIMENSIONAL ETF TRUST | $4.9K | 4.2% |
| J P MORGAN EXCHANGE TRADED F | $4.5K | 3.9% |
| DIMENSIONAL ETF TRUST | $3.9K | 3.3% |
| DIMENSIONAL ETF TRUST | $3.8K | 3.2% |
| VANGUARD INDEX FDS | $3.2K | 2.7% |
| ISHARES TR | $3.1K | 2.7% |
| VANGUARD INDEX FDS | $3.0K | 2.6% |
| VANGUARD INTL EQUITY INDEX F | $2.9K | 2.5% |
| DIMENSIONAL ETF TRUST | $2.8K | 2.4% |
| ISHARES TR | $2.8K | 2.4% |
| PIMCO ETF TR | $2.7K | 2.3% |
| VANGUARD INDEX FDS | $2.3K | 2.0% |
| ISHARES TR | $2.2K | 1.9% |
| VANGUARD INDEX FDS | $1.9K | 1.6% |
| VANGUARD INDEX FDS | $1.6K | 1.4% |
| J P MORGAN EXCHANGE TRADED F | $1.5K | 1.3% |
| J P MORGAN EXCHANGE TRADED F | $1.5K | 1.3% |
| VANGUARD BD INDEX FDS | $1.4K | 1.2% |
| Apple Inc. | $1.2K | 1.0% |
| ISHARES TR | $1.1K | 0.9% |
| J P MORGAN EXCHANGE TRADED F | $927 | 0.8% |
| INVESCO EXCH TRADED FD TR II | $887 | 0.8% |
| MICROSOFT CORP | $712 | 0.6% |
| ISHARES TR | $685 | 0.6% |
| VANGUARD INDEX FDS | $661 | 0.6% |
| ISHARES GOLD TR | $647 | 0.6% |
| ALLSTATE CORP | $626 | 0.5% |
| VANGUARD MUN BD FDS | $611 | 0.5% |
| Merck & Co., Inc. | $595 | 0.5% |
| ISHARES TR | $469 | 0.4% |
| MCDONALD'S CORP | $432 | 0.4% |
| ISHARES TR | $377 | 0.3% |
| AMGEN INC | $358 | 0.3% |
| VANGUARD BD INDEX FDS | $353 | 0.3% |
| ISHARES INC | $340 | 0.3% |
| ISHARES U S ETF TR | $328 | 0.3% |
| J P MORGAN EXCHANGE TRADED F | $263 | 0.2% |
| VANGUARD INDEX FDS | $226 | 0.2% |
| ISHARES TR | $213 | 0.2% |
| Morgan Stanley | $207 | 0.2% |
| PROFESIONALLY MANAGED PORTFO | $205 | 0.2% |
| SPDR SERIES TRUST | $205 | 0.2% |
| VANGUARD WORLD FD | $204 | 0.2% |
| Alphabet Inc. | $204 | 0.2% |