Bauman Advisory Group, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| abrdn Total Dynamic Dividend Fund | $104.1K | 0.1% |
| SPDR SERIES TRUST | $231.3K | 0.2% |
| MCDONALD'S CORP | $237.6K | 0.2% |
| Broadcom Inc. | $257.4K | 0.2% |
| GUGGENHEIM STRATEGIC OPPORTUNITIES FUNDGOF | $266.1K | 0.2% |
| Visa Inc | $293.1K | 0.2% |
| Meta Platforms Inc | $323.7K | 0.3% |
| JANUS DETROIT STR TR | $364.2K | 0.3% |
| Tesla Inc | $367.1K | 0.3% |
| VANGUARD INDEX FDS | $393.4K | 0.3% |
| DOUBLELINE ETF TRUST | $401.9K | 0.3% |
| ISHARES TR | $419.5K | 0.3% |
| SELECT SECTOR SPDR TR | $420.3K | 0.3% |
| ETF SER SOLUTIONS | $436.1K | 0.4% |
| ISHARES TR | $467.3K | 0.4% |
| Sempra | $469.6K | 0.4% |
| iShares MSCI UAE ETF | $480.8K | 0.4% |
| WORLD GOLD TR | $512.0K | 0.4% |
| SPDR SERIES TRUST | $515.1K | 0.4% |
| Alphabet Inc. | $545.2K | 0.4% |
| VANECK ETF TRUST | $608.3K | 0.5% |
| Alphabet Inc. | $676.8K | 0.5% |
| JPMORGAN CHASE & CO | $720.9K | 0.6% |
| NEOS ETF TRUST | $795.5K | 0.6% |
| Amazon.com Inc | $919.1K | 0.7% |
| NVIDIA Corp | $1.01M | 0.8% |
| United Parcel Service Inc | $1.01M | 0.8% |
| AMERICAN CENTY ETF TR | $1.03M | 0.8% |
| FIDELITY WISE ORIGIN BITCOIN | $1.06M | 0.9% |
| COSTCO WHOLESALE CORP /NEW | $1.06M | 0.9% |
| MICROSOFT CORP | $1.14M | 0.9% |
| Walmart Inc. | $1.14M | 0.9% |
| VANGUARD SCOTTSDALE FDS | $1.15M | 0.9% |
| ABRDN SILVER ETF TRUST | $1.19M | 1.0% |
| J P MORGAN EXCHANGE TRADED F | $1.21M | 1.0% |
| INVESCO EXCHANGE TRADED FD T | $1.52M | 1.2% |
| ZACKS TRUST | $1.85M | 1.5% |
| SCHWAB STRATEGIC TR | $1.86M | 1.5% |
| ISHARES TR | $1.90M | 1.5% |
| Apple Inc. | $2.55M | 2.1% |
| ISHARES TR | $2.69M | 2.2% |
| AMERICAN CENTY ETF TR | $3.44M | 2.8% |
| BLACKROCK ETF TRUST II | $3.72M | 3.0% |
| J P MORGAN EXCHANGE TRADED F | $4.55M | 3.7% |
| J P MORGAN EXCHANGE TRADED F | $4.63M | 3.7% |
| ISHARES GOLD TR | $4.78M | 3.9% |
| ISHARES TR | $4.85M | 3.9% |
| ISHARES TR | $7.75M | 6.2% |
| SCHWAB STRATEGIC TR | $7.84M | 6.3% |
| INVESCO EXCH TRADED FD TR II | $12.16M | 9.8% |