AA

Ashford Advisors, LLC

13F
Ashford Advisors, LLC
Last update 2025-04-24 19 Stocks (4 new)
Value $400.00 Mil Turnover 1 %
Countries:
Top Holdings: IVV(57.10%)FNDX(11.84%)VTI(11.30%)SCHX(8.16%)SCHB(4.01%)
Summary Stock Picks Current Portfolio
Ashford Advisors, LLC 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
IVV 		iShares Core S&P 500 ETF
406,527
228,427.5
-5.12%
57.100
-2.98%
0.040
-2.61%
+1.48%
593,154.4
 
FNDX 		Schwab Fundamental U.S. Large Company ETF
2,006,039
47,362.6
0%
11.840
0%
0.270
-3.43%
+1.59%
17,956.5
 
VTI 		Vanguard Total Stock Market ETF
164,491
45,208.7
-3.80%
11.300
-0.44%
0.010
-2.86%
+1.06%
440,823.1
 
SCHX 		Schwab U.S. Large-Cap ETF
1,478,563
32,646.7
-13.49%
8.160
-1.24%
0.060
-2.65%
+1.55%
54,052.6
 
SCHB 		Schwab U.S. Broad Market ETF
745,544
16,051.6
-1.74%
4.010
-0.07%
0.050
-2.93%
+1.04%
32,921.4
 
ACWI 		iShares MSCI ACWI Index Fund
122,756
14,287.6
-0.29%
3.570
-0.01%
0.070
+0.39%
+5.78%
21,503.0
 
ESGV 		Vanguard ESG U.S. Stock ETF
37,901
3,712.4
0%
0.930
0%
0.030
-3.46%
+0.25%
9,511.6
 
EFA 		iShares MSCI EAFE ETF
36,539
2,986.3
+0.18%
0.750
0%
0.010
+7.85%
+17.03%
63,024.9
 
IWB 		iShares Russell 1000 ETF
9,105
2,792.9
New Holding
0.700
+0.70%
0.010
-2.73%
+1.38%
40,149.0
 
DIA 		SPDR Dow Jones Industrial Average ETF
4,000
1,679.5
0%
0.420
0%
0.000
-3.04%
+0.85%
37,997.4
 

Ashford Advisors, LLC's Historical Top Holdings Breakdowns

Ashford Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IVV 		iShares Core S&P 500 ETF2025-03-31Reduce
-2.98%
●
554.06 ($590.51) 615.85
$595.57
0.86%
Reduce -5.12%
406,527
-21,926
SCHX 		Schwab U.S. Large-Cap ETF2025-03-31Reduce
-1.24%
●
21.75 ($23.28) 24.28
$23.47
0.82%
Reduce -13.49%
1,478,563
-230,485
IWB 		iShares Russell 1000 ETF2025-03-31New Buy
+0.70%
●
302.31 ($323.34) 337.54
$325.75
0.75%
New holding
9,105
9,105
VTI 		Vanguard Total Stock Market ETF2025-03-31Reduce
-0.44%
●
271.18 ($290.53) 303.12
$291.85
0.45%
Reduce -3.8%
164,491
-6,505
MDY 		S&P MidCap 400 ETF2025-03-31New Buy
+0.18%
●
522.96 ($567.65) 601.18
$561.21
-1.13%
New holding
1,361
1,361
IWF 		iShares Russell 1000 Growth ETF2025-03-31New Buy
+0.12%
●
360.07 ($394.62) 417.26
$399.47
1.23%
New holding
1,290
1,290
IJR 		iShares Core S&P Small-Cap ETF2025-03-31New Buy
+0.10%
●
102.49 ($112.84) 119.96
$107.61
-4.63%
New holding
3,685
3,685
SCHB 		Schwab U.S. Broad Market ETF2025-03-31Reduce
-0.07%
●
21.23 ($22.75) 23.75
$22.87
0.53%
Reduce -1.74%
745,544
-13,204
EMXC 		iShares MSCI Emerging Markets ex China ETF2025-03-31Reduce
-0.04%
●
54.25 ($56.1) 57.64
$59.67
6.36%
Reduce -34.37%
6,142
-3,216
ACWI 		iShares MSCI ACWI Index Fund2025-03-31Reduce
-0.01%
●
115.16 ($119.81) 124.13
$124.29
3.74%
Reduce -0.29%
122,756
-363

Ashford Advisors, LLC Total Holding History ($B)

To

Ashford Advisors, LLC's Asset Allocation

To

Ashford Advisors, LLC Past Portfolios

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

Top Ranked Articles

  • 1

Ashford Advisors, LLC's Hypothetical Growth since 2025-03-31

Ashford Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Ashford Advisors, LLC's Holdings Heat Map

Size field:

Ashford Advisors, LLC's Holdings Bubble Chart

Ashford Advisors, LLC News

  • 1

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