account_balance
Investment manager · 13F filer · SEC CIK 1861158
Ashford Advisors, LLC
Reported value$478Mas of Sep 30, 2026
Positions23 0 new, 0 sold out
Top 10 weight97.6%IVV alone is 54%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
53.6%Trimmed −2%
VTIVanguard Index FDS
11.9%
FNDXSchwab Strategic Tr
11.4%Trimmed −5%
SCHXSchwab Strategic Tr
7.5%Trimmed −8%
ACWIiShares Tr
3.9%Trimmed −4%
SCHBSchwab Strategic Tr
3.4%
BNDVanguard Bd Index FDS
3.4%Trimmed −7%
ESGV1.0%
IWB0.8%
EFA0.7%
VT0.6%
DIAIVViShares Tr
53.6%Trimmed −2%
VTIVanguard Index FDS
11.9%
FNDXSchwab Strategic Tr
11.4%Trimmed −5%
SCHXSchwab Strategic Tr
7.5%
ACWI
SCHB
BND
ESGV
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 53.6% Trimmed −2%
VTI Vanguard Index FDS 11.9% Held
FNDX Schwab Strategic Tr 11.4% Trimmed −5%
SCHX Schwab Strategic Tr 7.5% Trimmed −8%
ACWI iShares Tr 3.9% Trimmed −4%
SCHB Schwab Strategic Tr 3.4% Held
BND Vanguard Bd Index FDS 3.4% Trimmed −7%
ESGV Vanguard World Fd 1.0% Held
IWB iShares Tr 0.8% Held
EFA iShares Tr 0.7% Trimmed −11%
VT Vanguard Index FDS 0.6% Held
DIA SPDR Dow Jones Industrial Average ETF Trust 0.4% HeldWhat changed
Biggest moves since Jun 30, 2026
add_circleNew
None
arrow_upwardAdded
None
arrow_downwardTrimmed
- EFA −11%
- SCHX −8%
- BND −7%
- FNDX −5%
remove_circleSold out
None
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