Back to PERRYMAN FINANCIAL ADVISORY INC /AD

Perryman Financial Advisory Inc /Ad

All holdings · as of Dec 31, 2025

170 positions

CompanyClassValueShares% of portfolio
SCHWAB STRATEGIC TR$292.4K9,7250.0%
FIDELITY COVINGTON TRUST$290.7K4,7640.0%
VANGUARD WORLD FD$280.5K9400.0%
SPDR SERIES TRUST$279.4K1,6040.0%
MCDONALD'S CORP$278.8K9120.0%
ISHARES TR$272.3K6,5650.0%
WISDOMTREE TR$271.5K3,1990.0%
AMERICAN EXPRESS CO$266.6K7210.0%
INTERNATIONAL BUSINESS MACHINES CORP$265.9K8980.0%
VANGUARD WORLD FD$241.8K3210.0%
ISHARES TR$236.6K4,4740.0%
QUALCOMM INC/DE$232.2K1,3580.0%
INVESCO EXCHANGE TRADED FD$227.7K4,0210.0%
VANGUARD WHITEHALL FDS$225.7K3,3480.0%
SPDR SERIES TRUST$224.5K2,4570.0%
Chubb Ltd$221.3K7090.0%
ISHARES TR$216.2K1,7990.0%
SPDR GOLD TR$208.9K5270.0%
Accenture plc$206.9K7710.0%
NUVEEN MUNICIPAL VALUE FUND INCNUVClosed-End Fund$107.9K11,9100.0%
← PrevPage 4 of 4Next →