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S&A Financial Services, Inc.

Portfolio Manager
S&A Financial Services, Inc.
Performance
0% (N/A)
AUM (13F)
$145.56M
# of Holdings
87
Performance Rank
N/A
Allocation (Top 20)
68.14%

S&A Financial Services, Inc. Holdings Map

Top 50 S&A Financial Services, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SHYG
ISHARES TR
7.99%274.8K$11.6Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 274.8K shares
$42.59(-0.82%)
2026-03-31
SPHY
SPDR SERIES TRUST
6.85%427.4K$10.0Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 427.4K shares
$23.49(-0.66%)
2026-03-31
SCHG
SCHWAB STRATEGIC TR
5.17%258.4K$7.5Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 258.4K shares
$30.87(+10.51%)
2026-03-31
VGT
VANGUARD WORLD FD
5.11%10.7K$7.4Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 10.7K shares
$90.72(+26.37%)
2026-03-31
AVLV
AMERICAN CENTY ETF TR
4.44%80.1K$6.5Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 80.1K shares
$78.19(+16.17%)
2026-03-31
SRLN
SSGA ACTIVE ETF TR
4.3%156.0K$6.3Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 156.0K shares
$40.70(-1.36%)
2026-03-31
AVUS
AMERICAN CENTY ETF TR
3.75%49.1K$5.5Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 49.1K shares
$111.48(+14.00%)
2026-03-31
IYW
ISHARES TR
3.62%29.1K$5.3Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 29.1K shares
$190.55(+27.78%)
2026-03-31
AAPL
APPLE INC
3.32%19.1K$4.8Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 19.1K shares
$262.82(+17.43%)
2026-03-31
XONE
BONDBLOXX ETF TRUST
3.31%97.4K$4.8Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 97.4K shares
$49.53(-0.52%)
2026-03-31

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