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Salomon & Ludwin, LLC

Q1 2023 Holdings

Filed 2023-04-28 | 165 holdings | $838.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Ishares S&P 500 Growth ETF(IVW)ETF464287309$76.1M1,190,7979.1%
Technology Select Sector Spdr Fund(XLK)ETF81369Y803$51.8M342,9736.2%
Vanguard S&P 500 ETF(VOO)ETF922908363$47.9M127,2965.7%
Ishares S&P 500 Value ETF(IVE)ETF464287408$47.2M310,7725.6%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$34.8M770,1724.1%
Ishares Core S&P Mid-Cap ETF(IJH)ETF464287507$28.7M114,8033.4%
Vanguard High Dividend Yield Index ETF(VYM)ETF921946406$25.9M245,8193.1%
Ishares Msci Eafe ETF(EFA)ETF464287465$25.2M353,0343.0%
Ishares Short-Term National Muni Bond ETF(SUB)ETF464288158$23.9M228,4442.9%
Ishares S&P Mid-Cap 400 Growth ETF(IJK)ETF464287606$22.5M314,1212.7%
Spdr S&P 500 ETF Trust(SPY)ETF78462F103$21.1M51,4782.5%
Microsoft Corp COM(MSFT)Stock594918104$20.2M70,2032.4%
Ishares S&P Mid-Cap 400 Value ETF(IJJ)ETF464287705$18.8M183,2832.2%
Ishares Russell 2000 ETF(IWM)ETF464287655$17.6M98,6672.1%
Health Care Select Sector Spdr Fund(XLV)ETF81369Y209$17.6M135,6532.1%
Consumer Discretionary Select Sector Spdr Fund(XLY)ETF81369Y407$16.8M112,3702.0%
Ishares Core S&P Small Cap ETF(IJR)ETF464287804$15.2M157,2961.8%
Vanguard Short-Term Treasury ETF(VGSH)ETF92206C102$15.1M258,4691.8%
Vanguard Growth ETF(VUG)ETF922908736$15.0M60,0631.8%
Apple Inc COM(AAPL)Stock037833100$14.9M90,2731.8%
Financial Select Sector Spdr Fund(XLF)ETF81369Y605$12.3M381,8841.5%
Consumer Staples Select Sector Spdr Fund(XLP)ETF81369Y308$12.2M163,5341.5%
Ishares S&P Small-Cap 600 Growth ETF(IJT)ETF464287887$12.1M110,2841.4%
Invesco High Yield Equity Dividend Achievers ETF(PEY)ETF46137V563$12.1M606,2621.4%
Spdr S&P Dividend ETF(SDY)ETF78464A763$11.0M88,9921.3%
Lilly ELI & Co COM(LLY)Stock532457108$10.0M28,9741.2%
Ishares Core Msci Emerging Markets ETF(IEMG)ETF46434G103$9.7M198,8891.2%
Ishares Msci Emerging Markets ETF(EEM)ETF464287234$8.8M223,6211.1%
Industrial Select Sector Spdr Fund(XLI)ETF81369Y704$8.4M82,9811.0%
Ishares Core S&P 500 ETF(IVV)ETF464287200$7.8M18,8820.9%
Ishares S&P Small-Cap 600 Value ETF(IJS)ETF464287879$7.2M77,2210.9%
First Trust Morningstar Dividend Leaders Index Fund(FDL)ETF336917109$6.9M195,2900.8%
Wisdomtree U.S. AI Enhanced Value Fund(AIVL)ETF97717W406$6.1M66,1440.7%
Vanguard Consumer Discretionary ETF(VCR)ETF92204A108$6.1M24,0000.7%
Spdr S&P 600 Small Cap Value ETF(SLYV)ETF78464A300$5.8M76,6420.7%
Ishares Global Financials ETF(IXG)ETF464287333$5.8M84,1350.7%
Wisdomtree U.S. Midcap Dividend Fund(DON)ETF97717W505$5.5M133,0120.6%
Altria Group Inc COM(MO)Stock02209S103$4.9M108,7540.6%
Vanguard Value ETF(VTV)ETF922908744$4.7M34,1400.6%
Dominion Energy Inc COM(D)Stock25746U109$4.7M83,2390.6%
Wisdomtree U.S. Smallcap Dividend Fund(DES)ETF97717W604$4.3M149,2270.5%
Vanguard Industrials ETF(VIS)ETF92204A603$4.2M22,1910.5%
Spdr S&P Midcap 400 ETF Trust(MDY)ETF78467Y107$3.9M8,5610.5%
Energy Select Sector Spdr Fund(XLE)ETF81369Y506$3.9M46,6490.5%
Vanguard Information Technology ETF(VGT)ETF92204A702$3.8M9,7340.4%
Vanguard Small-Cap ETF(VB)ETF922908751$3.7M19,7580.4%
Vanguard Mid-Cap ETF(VO)ETF922908629$3.5M16,4280.4%
Philip Morris Intl Inc COM(PM)Stock718172109$3.5M35,4880.4%
Vanguard Ftse Emerging Markets ETF(VWO)ETF922042858$3.4M83,6090.4%
Mcdonalds Corp COM(MCD)Stock580135101$3.2M11,4200.4%
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