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Cassady Wealth & Retirement Planning, LLC

Q1 2026 Holdings

Filed 2026-05-18 | 101 holdings | $193.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Ishares TR(SGOV)0-3 MNTH TREASRY46436E718$14.0M139,1327.3%
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