SC

Sebold Capital Management, Inc.

13F
Sebold Capital Management, Inc.
Last update 2025-04-28 73 Stocks (6 new)
Value $152.00 Mil Turnover 7 %
Countries:
Top Holdings: RSP(17.22%)VO(7.36%)VIG(7.09%)FNDE(5.29%)VEA(4.43%)
Summary Stock Picks Current Portfolio
Sebold Capital Management, Inc... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
RSP
Invesco S&P 500 Equal Weight ETF
151,184
26,189.7
-4.21%
17.220
-0.78%
0.040
+11.87%
+7.57%
74,989.8
 
VO
Vanguard Mid-Cap ETF
43,273
11,191.4
+8.21%
7.360
+0.56%
0.010
+13.58%
+9.73%
80,610.0
 
VIG
Vanguard Dividend Appreciation FTF
55,589
10,783.6
+4.80%
7.090
+0.32%
0.010
+10.96%
+7.24%
90,207.5
 
FNDE
Schwab Fundamental Emerging Markets Equity ETF
Schwab Fundamental Emerging Markets Equity ETF
261,074
8,041.1
+1.66%
5.290
+0.09%
0.120
+14.76%
+18.83%
7,319.6
 
VEA
Vanguard FTSE Developed Markets ETF
132,625
6,741.4
+5.70%
4.430
+0.24%
0.000
+11.93%
+23.01%
162,442.1
 
FTSM
First Trust Enhanced Short Maturity ETF
First Trust Enhanced Short Maturity ETF
83,501
4,996.7
-7.84%
3.280
-0.28%
0.080
+1.15%
+2.60%
6,255.0
 
VGT
Vanguard Information Technology ETF
9,110
4,940.9
-3.73%
3.250
-0.15%
0.010
+27.76%
+10.77%
85,761.7
 
VIOO
Vanguard S&P Small-Cap 600 ETF
46,389
4,477.0
+3.99%
2.940
+0.11%
0.140
+12.87%
-1.81%
2,814.4
 
FNDA
Schwab Fundamental U.S. Small Company ETF
Schwab Fundamental U.S. Small Company ETF
157,986
4,327.2
+5.04%
2.840
+0.14%
0.050
+13.90%
+0.85%
8,592.6
 
ANGL
VanEck Vectors Fallen Angel High Yield Bond ETF
VanEck Vectors Fallen Angel High Yield Bond ETF
149,311
4,309.1
+28.87%
2.830
+0.63%
0.150
+4.74%
+4.97%
2,947.5
 

Sebold Capital Management, Inc.'s Historical Top Holdings Breakdowns

Sebold Capital Management, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
APLU
Allspring Core Plus ETF
2025-03-31
New Buy
New Buy
+1.77%
●
24.18 ($24.72) 25.05
$24.83
0.44%
New holding
108,328
108,328
RSP
Invesco S&P 500 Equal Weight ETF
2025-03-31
Reduce
Reduce
-0.78%
●
169.43 ($177.82) 182.84
$186.83
5.07%
Reduce -4.21%
151,184
-6,645
ANGL
VanEck Vectors Fallen Angel High Yield Bond ETF
VanEck Vectors Fallen Angel High Yield Bond ETF
2025-03-31
Add
Add
+0.63%
●
28.55 ($28.9) 29.09
$29.17
0.93%
Add 28.87%
149,311
33,445
VO
Vanguard Mid-Cap ETF
2025-03-31
Add
Add
+0.56%
●
251.87 ($268.43) 277.95
$287.44
7.08%
Add 8.21%
43,273
3,284
OAKM
Oakmark U.S. Large Cap ETF
2025-03-31
New Buy
New Buy
+0.43%
●
23.27 ($24.57) 25.4
$26.33
7.16%
New holding
27,024
27,024
JAAA
Janus Henderson AAA CLO ETF
2025-03-31
Add
Add
+0.36%
●
50.48 ($50.78) 51.04
$50.71
-0.14%
Add 39.31%
38,695
10,919
BNDX
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
2025-03-31
Reduce
Reduce
-0.34%
●
48.33 ($48.9) 49.5
$49.14
0.49%
Reduce -17.42%
48,573
-10,246
VIG
Vanguard Dividend Appreciation FTF
2025-03-31
Add
Add
+0.32%
●
190.34 ($198.85) 205.23
$208.10
4.65%
Add 4.8%
55,589
2,548
DUSA
Davis Select U.S. Equity ETF
2025-03-31
Reduce
Reduce
-0.30%
●
41.58 ($43.94) 46.14
$46.27
5.30%
Reduce -12%
79,141
-10,790
FTSM
First Trust Enhanced Short Maturity ETF
First Trust Enhanced Short Maturity ETF
2025-03-31
Reduce
Reduce
-0.28%
●
59.78 ($59.9) 60.03
$60.00
0.17%
Reduce -7.84%
83,501
-7,102

Sebold Capital Management, Inc. Total Holding History ($B)

To

Sebold Capital Management, Inc.'s Asset Allocation

To

Sebold Capital Management, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Sebold Capital Management, Inc.'s Hypothetical Growth since 2025-03-31

Sebold Capital Management, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Sebold Capital Management, Inc.'s Holdings Heat Map

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Sebold Capital Management, Inc.'s Holdings Bubble Chart

Sebold Capital Management, Inc. News

  • 1

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