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Ashford Advisors, LLC

30 B GROVE STREET, PITTSFORD, NY 14534 • 585-697-0362

Q2 2025 · Filed 2025-07-24
Market Value
$432M
+7.9%
Holdings
21
+2
New Purchases
2
Added To
5
Closed
2
Reduced
8
Top 10 Concentration
98.8%
Turnover
19.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IJH 0.41% 0.09% +0.32% $2M
VTI 11.60% 11.30% +0.30% $50M
EEM 0.13% 0.00% +0.13% $543K
IVV 57.22% 57.10% +0.12% $247M
ACWI 3.68% 3.57% +0.10% $16M
SCHB 4.12% 4.01% +0.10% $18M
EMXC 0.18% 0.08% +0.10% $796K
IEFA 0.09% 0.00% +0.09% $403K
ESGV 0.96% 0.93% +0.03% $4M
IJR 0.13% 0.10% +0.03% $548K
IWB 0.72% 0.70% +0.02% $3M
SDY 0.15% 0.14% +0.01% $649K
EFA 0.76% 0.75% +0.01% $3M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
FNDX 11.27% 11.84% -0.57% $49M
DIA 0.18% 0.42% -0.24% $759K
MDY 0.00% 0.18% -0.18% $0
IWF 0.00% 0.12% -0.12% $0
SCHX 8.05% 8.16% -0.11% $35M
VOO 0.09% 0.18% -0.09% $388K
IWV 0.09% 0.15% -0.06% $388K
VTV 0.18% 0.19% -0.01% $771K

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 100.0%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 4 $298M 69.1%
Large Cap 17 $133M 30.9%

Portfolio Analytics

Avg Market Cap
$204.8B
Median Market Cap
$46.5B
Avg P/E
Median P/E
Avg Dividend Yield
—%
Avg Beta
0.99
# Stocks
0
# ETFs / Funds
21

Top Holdings (21 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IVV 57.22% 397,692 $247M $620.90 $18M -8,835 -2.2%
2 VTI 11.60% 164,727 $50M $303.93 $5M +236 +0.1%
3 FNDX 11.27% 1,981,772 $49M $24.54 $1M -24,267 -1.2%
4 SCHX 8.05% 1,421,169 $35M $24.44 $2M -57,394 -3.9%
5 SCHB 4.12% 745,544 $18M $23.83 $2M
6 ACWI 3.68% 123,362 $16M $128.60 $2M +606 +0.5%
7 ESGV 0.96% 37,901 $4M $109.64 $443K
8 EFA 0.76% 36,539 $3M $89.39 $280K
9 IWB 0.72% 9,105 $3M $339.57 $299K
10 IJH 0.41% 4,000 $2M $440.65 $1M -2,250 -36.0%
11 EMXC 0.18% 1,402 $796K $568.03 $458K -4,740 -77.2%
12 VTV 0.18% 1,361 $771K $566.48 $29K -2,932 -68.3%
13 DIA 0.18% 4,293 $759K $176.74 -$921K +293 +7.3%
14 SDY 0.15% 1,848 $649K $351.00 $106K -2,152 -53.8%
15 IJR 0.13% 1,290 $548K $424.58 $162K -2,395 -65.0%
16 EEM 0.13% 4,000 $543K $135.73 +4,000 NEW
17 IEFA 0.09% 3,685 $403K $109.29 +3,685 NEW
18 IWV 0.09% 6,142 $388K $63.14 -$199K +4,294 +232.4%
19 VOO 0.09% 6,250 $388K $62.02 -$333K +4,848 +345.8%
20 MDY —% -$726K -1,361 -100.0% SOLD
21 IWF —% -$466K -1,290 -100.0% SOLD

New Positions

SymbolValue% Port
EEM $543K 0.13%
IEFA $403K 0.09%

Sold Out Positions

SymbolValue% Port
IWF —%
MDY —%
View SEC EDGAR Filings for Ashford Advisors, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms