account_balance
Investment manager · 13F filer · SEC CIK 1971230
Ruggaard & Associates LLC
Reported value$279Mas of Jun 30, 2026
Positions128 10 new, 4 sold out
Top 10 weight45.4%CGDV alone is 6%
FiledAug 1748 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
CGDVCapital Group Dividend Value
5.9%
JPSTJ P Morgan Exchange Traded F
5.4%
CGCPCapital GRP Fixed Incm ETF T
4.9%Trimmed −3%
SPHQInvesco Exchange Traded Fd T
4.5%
VOVanguard Index FDS
4.4%
IBDUiShares Tr
4.4%Added +3%
IBHFiShares Tr
4.3%
JBNDJ P Morgan Exchange Traded F
4.1%Added +2%
CGGOCapital Group GBL Growth Eqt
4.0%Added +4%
QGROAmerican Centy ETF Tr
3.6%Added +4%
RSPInvesco Exchange Traded Fd T
3.2%−7%
BKDVBny Mellon ETF Trust II
3.2%
CGDVCapital Group Dividend Value
5.9%
JPSTJ P Morgan Exchange Traded F
5.4%
CGCPCapital GRP Fixed Incm ETF T
4.9%
SPHQInvesco Exchange Traded Fd T
4.5%
VOVanguard Index FDS
4.4%
IBDUiShares Tr
4.4%+3%
IBHFiShares Tr
4.3%
JBNDJ P Morgan Exchange Traded F
4.1%
CGGOCapital Group GBL Growth Eqt
4.0%+4%
QGROAmerican Centy ETF Tr
3.6%+4%
RSPInvesco Exchange Traded Fd T
3.2%
BKDVBny Mellon ETF Trust II
3.2%
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
CGDV Capital Group Dividend Value 5.9% Held
JPST J P Morgan Exchange Traded F 5.4% Held
CGCP Capital GRP Fixed Incm ETF T 4.9% Trimmed −3%
SPHQ Invesco Exchange Traded Fd T 4.5% Held
VO Vanguard Index FDS 4.4% Held
IBDU iShares Tr 4.4% Added +3%
IBHF iShares Tr 4.3% Held
JBND J P Morgan Exchange Traded F 4.1% Added +2%
CGGO Capital Group GBL Growth Eqt 4.0% Added +4%
QGRO American Centy ETF Tr 3.6% Added +4%
RSP Invesco Exchange Traded Fd T 3.2% Trimmed −7%
BKDV Bny Mellon ETF Trust II 3.2% Held
What changed
Biggest moves since Mar 31, 2026
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