Ashford Advisors

Ashford Advisors as of March 31, 2025

Portfolio Holdings for Ashford Advisors

Ashford Advisors holds 19 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 57.1 $228M 407k 561.90
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 11.8 $47M 2.0M 23.61
Vanguard Index Fds Total Stk Mkt (VTI) 11.3 $45M 165k 274.84
Schwab Strategic Tr Us Large Cap Etf (SCHX) 8.2 $33M 1.5M 22.08
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 4.0 $16M 746k 21.53
Ishares Tr Msci Acwi Etf (ACWI) 3.6 $14M 123k 116.39
Vanguard World Esg Us Stk Etf (ESGV) 0.9 $3.7M 38k 97.95
Ishares Tr Msci Eafe Etf (EFA) 0.7 $3.0M 37k 81.73
Ishares Tr Rus 1000 Etf (IWB) 0.7 $2.8M 9.1k 306.74
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.4 $1.7M 4.0k 419.88
Vanguard Index Fds Value Etf (VTV) 0.2 $742k 4.3k 172.74
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $726k 1.4k 533.48
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $721k 1.4k 513.91
Ishares Tr Russell 3000 Etf (IWV) 0.1 $587k 1.8k 317.64
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $543k 4.0k 135.68
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $466k 1.3k 361.09
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $385k 3.7k 104.57
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $365k 6.3k 58.35
Ishares Msci Emrg Chn (EMXC) 0.1 $338k 6.1k 55.09