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Taylor Financial Group, Inc.

Portfolio Manager
Taylor Financial Group, Inc.
Performance
-2.72% (2025 Q4)
AUM (13F)
$164.98M
# of Holdings
99
Performance Rank
Allocation (Top 20)
66.5%

Taylor Financial Group, Inc. Holdings Map

Top 50 Taylor Financial Group, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VUG
VANGUARD INDEX FDS
16.06%60.7K$26.5M
-1.13%(-696)
2025-Q1: 60.3K shares2025-Q2: 62.7K shares2025-Q3: 61.9K shares2025-Q4: 61.4K shares2026-Q1: 60.7K shares
$49.65(+78.22%)
2026-03-31
NSC
NORFOLK SOUTHN CORP
13.94%80.1K$23.0M
-2.63%(-2.16K)
2025-Q1: 83.9K shares2025-Q2: 84.2K shares2025-Q3: 82.5K shares2025-Q4: 82.3K shares2026-Q1: 80.1K shares
$216.74(+46.56%)
2026-03-31
AAPL
APPLE INC
2.95%19.2K$4.9M
-0.91%(-175)
2025-Q1: 19.3K shares2025-Q2: 19.4K shares2025-Q3: 19.4K shares2025-Q4: 19.3K shares2026-Q1: 19.2K shares
$183.56(+62.46%)
2026-03-31
IJT
ISHARES TR
2.94%33.5K$4.8M
+89.77%(+15.84K)
2025-Q1: 16.2K shares2025-Q2: 17.0K shares2025-Q3: 17.6K shares2025-Q4: 17.6K shares2026-Q1: 33.5K shares
$131.51(+22.77%)
2026-03-31
BRK.B
BERKSHIRE HATHAWAY INC DEL
2.71%9.3K$4.5M
-2.61%(-250)
2025-Q1: 9.6K shares2025-Q2: 9.6K shares2025-Q3: 9.6K shares2025-Q4: 9.6K shares2026-Q1: 9.3K shares
$353.48(+36.94%)
2026-03-31
DVY
ISHARES TR
2.67%29.1K$4.4M
+3.31%(+932)
2025-Q1: 23.4K shares2025-Q2: 26.4K shares2025-Q3: 28.2K shares2025-Q4: 28.1K shares2026-Q1: 29.1K shares
$120.73(+26.31%)
2026-03-31
DIVB
ISHARES TR
2.52%77.0K$4.2M
+3.67%(+2.73K)
2025-Q1: 62.1K shares2025-Q2: 69.8K shares2025-Q3: 74.6K shares2025-Q4: 74.3K shares2026-Q1: 77.0K shares
$42.91(+36.79%)
2026-03-31
CGBL
CAPITAL GROUP CORE BALANCED
2.42%116.0K$4.0M
+4.14%(+4.61K)
2025-Q1: 94.0K shares2025-Q2: 104.4K shares2025-Q3: 111.6K shares2025-Q4: 111.4K shares2026-Q1: 116.0K shares
$28.66(+31.02%)
2026-03-31
GAL
SSGA ACTIVE ETF TR
2.36%78.5K$3.9M
+4.49%(+3.37K)
2025-Q1: 61.7K shares2025-Q2: 69.7K shares2025-Q3: 75.2K shares2025-Q4: 75.2K shares2026-Q1: 78.5K shares
$42.51(+25.51%)
2026-03-31
AOM
ISHARES TR
2.23%77.6K$3.7M
+4.16%(+3.10K)
2025-Q1: 60.3K shares2025-Q2: 68.5K shares2025-Q3: 75.3K shares2025-Q4: 74.5K shares2026-Q1: 77.6K shares
$42.38(+16.78%)
2026-03-31

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