StockDriftsStockDriftsTop 45 Carlsbad Wealth Advisory Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 15.03% | 445.2K | $23.3M | — | — | — | 2023-06-30 |
| SCHG | SCHWAB STRATEGIC TR | 13.65% | 282.4K | $21.2M | — | — | — | 2023-06-30 |
| SCHV | SCHWAB STRATEGIC TR | 11.26% | 260.2K | $17.5M | — | — | — | 2023-06-30 |
| VEA | VANGUARD TAX-MANAGED FDS | 9.77% | 328.1K | $15.2M | — | — | — | 2023-06-30 |
| SCHP | SCHWAB STRATEGIC TR | 6.58% | 194.5K | $10.2M | — | — | — | 2023-06-30 |
| BIV | VANGUARD BD INDEX FDS | 6.06% | 125.0K | $9.4M | — | — | — | 2023-06-30 |
| BSV | VANGUARD BD INDEX FDS | 4.89% | 100.5K | $7.6M | — | — | — | 2023-06-30 |
| SCHA | SCHWAB STRATEGIC TR | 4.09% | 144.7K | $6.3M | — | — | — | 2023-06-30 |
| SCHF | SCHWAB STRATEGIC TR | 3.15% | 137.2K | $4.9M | — | — | — | 2023-06-30 |
| HD | HOME DEPOT INC | 3.05% | 15.3K | $4.7M | — | — | — | 2023-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Carlsbad Wealth Advisory Group, Inc. reports $155.10M in US-listed equity holdings across 45 positions in its most recent 13F filing. Its largest disclosed positions are SCHX (15.0%), SCHG (13.7%) and SCHV (11.3%). Figures reflect the Q2 2023 filing.
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Holdings on this page are parsed from Carlsbad Wealth Advisory Group, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1987600). View Carlsbad Wealth Advisory Group, Inc.’s 13F filings on SEC