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Salomon & Ludwin, LLC

Q2 2023 Holdings

Filed 2023-07-24 | 172 holdings | $939.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Ishares S&P 500 Growth ETF(IVW)ETF464287309$84.1M1,192,8028.9%
Technology Select Sector Spdr Fund(XLK)ETF81369Y803$61.0M351,0896.5%
Vanguard S&P 500 ETF(VOO)ETF922908363$52.0M127,6945.5%
Ishares S&P 500 Value ETF(IVE)ETF464287408$50.5M313,5555.4%
Ishares Short-Term National Muni Bond ETF(SUB)ETF464288158$38.9M374,2214.1%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$35.4M765,9943.8%
Ishares Core S&P Mid-Cap ETF(IJH)ETF464287507$29.8M114,0373.2%
Ishares Msci Eafe ETF(EFA)ETF464287465$27.1M373,4952.9%
Vanguard High Dividend Yield Index ETF(VYM)ETF921946406$25.8M243,1122.7%
Microsoft Corp COM(MSFT)Stock594918104$24.0M70,5142.6%
Ishares S&P Mid-Cap 400 Growth ETF(IJK)ETF464287606$23.6M314,9222.5%
Spdr S&P 500 ETF Trust(SPY)ETF78462F103$23.0M51,8002.4%
Consumer Discretionary Select Sector Spdr Fund(XLY)ETF81369Y407$19.8M116,8802.1%
Ishares S&P Mid-Cap 400 Value ETF(IJJ)ETF464287705$19.7M183,5492.1%
Ishares Russell 2000 ETF(IWM)ETF464287655$19.2M102,6682.0%
Health Care Select Sector Spdr Fund(XLV)ETF81369Y209$18.8M141,9912.0%
Apple Inc COM(AAPL)Stock037833100$17.9M92,2081.9%
Vanguard Growth ETF(VUG)ETF922908736$17.0M59,9841.8%
Vanguard Short-Term Treasury ETF(VGSH)ETF92206C102$16.0M277,5861.7%
Ishares Core S&P Small Cap ETF(IJR)ETF464287804$15.6M156,5431.7%
Financial Select Sector Spdr Fund(XLF)ETF81369Y605$13.7M407,5271.5%
Lilly ELI & Co COM(LLY)Stock532457108$13.6M28,9411.4%
Ishares S&P Small-Cap 600 Growth ETF(IJT)ETF464287887$12.7M110,4051.4%
Consumer Staples Select Sector Spdr Fund(XLP)ETF81369Y308$12.6M169,7251.3%
Invesco High Yield Equity Dividend Achievers ETF(PEY)ETF46137V563$11.4M591,9701.2%
Ishares National Muni Bond ETF(MUB)ETF464288414$10.9M101,7801.2%
Vanguard Tax-Exempt Bond ETF(VTEB)ETF922907746$10.8M214,1621.1%
Spdr S&P Dividend ETF(SDY)ETF78464A763$10.7M87,2471.1%
Ishares Core Msci Emerging Markets ETF(IEMG)ETF46434G103$9.7M196,7981.0%
Industrial Select Sector Spdr Fund(XLI)ETF81369Y704$9.5M88,1901.0%
Ishares Msci Emerging Markets ETF(EEM)ETF464287234$9.3M234,7281.0%
Ishares Core S&P 500 ETF(IVV)ETF464287200$8.4M18,7780.9%
Ishares S&P Small-Cap 600 Value ETF(IJS)ETF464287879$7.4M78,0980.8%
Vanguard Consumer Discretionary ETF(VCR)ETF92204A108$6.7M23,7540.7%
First Trust Morningstar Dividend Leaders Index Fund(FDL)ETF336917109$6.5M190,3630.7%
Wisdomtree U.S. AI Enhanced Value Fund(AIVL)ETF97717W406$6.0M64,5250.6%
Ishares Global Financials ETF(IXG)ETF464287333$5.9M82,9710.6%
Spdr S&P 600 Small Cap Value ETF(SLYV)ETF78464A300$5.9M76,3060.6%
Wisdomtree U.S. Midcap Dividend Fund(DON)ETF97717W505$5.5M130,3280.6%
Altria Group Inc COM(MO)Stock02209S103$4.9M108,6120.5%
Vanguard Value ETF(VTV)ETF922908744$4.8M33,4430.5%
Vanguard Industrials ETF(VIS)ETF92204A603$4.5M21,9380.5%
Dominion Energy Inc COM(D)Stock25746U109$4.4M84,0490.5%
Vanguard Information Technology ETF(VGT)ETF92204A702$4.3M9,7340.5%
Wisdomtree U.S. Smallcap Dividend Fund(DES)ETF97717W604$4.1M143,9590.4%
Spdr S&P Midcap 400 ETF Trust(MDY)ETF78467Y107$4.1M8,5420.4%
Energy Select Sector Spdr Fund(XLE)ETF81369Y506$4.0M49,6730.4%
Vanguard Small-Cap ETF(VB)ETF922908751$4.0M19,8690.4%
Oracle Corp COM(ORCL)Stock68389X105$3.9M32,6440.4%
Vanguard Mid-Cap ETF(VO)ETF922908629$3.5M16,0870.4%
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