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Sebold Capital Management, Inc.

Portfolio Manager
Luke Ellis
Performance
+3.79% (2025 Q2)
AUM (13F)
$162.31M
# of Holdings
78
Performance Rank
Allocation (Top 20)
78.07%

Sebold Capital Management, Inc. Holdings Map

Top 50 Sebold Capital Management, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
RSP
INVESCO EXCHANGE TRADED FD T
16.7%149.2K$27.1Mโ€”โ€”โ€”2025-06-30
VO
VANGUARD INDEX FDS
7.56%43.9K$12.3Mโ€”โ€”โ€”2025-06-30
VIG
VANGUARD SPECIALIZED FUNDS
7.37%58.4K$12.0Mโ€”โ€”โ€”2025-06-30
FNDE
SCHWAB STRATEGIC TR
5.62%276.5K$9.1Mโ€”โ€”โ€”2025-06-30
VEA
VANGUARD TAX-MANAGED FDS
4.66%132.6K$7.6Mโ€”โ€”โ€”2025-06-30
VGT
VANGUARD WORLD FD
3.54%8.7K$5.7Mโ€”โ€”โ€”2025-06-30
BND
VANGUARD BD INDEX FDS
2.94%64.7K$4.8Mโ€”โ€”โ€”2025-06-30
FNDA
SCHWAB STRATEGIC TR
2.86%162.1K$4.6Mโ€”โ€”โ€”2025-06-30
IJH
ISHARES TR
2.69%70.5K$4.4Mโ€”โ€”โ€”2025-06-30
VIOO
VANGUARD ADMIRAL FDS INC
2.64%42.4K$4.3Mโ€”โ€”โ€”2025-06-30

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