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Disclosed positions
Abound Wealth Management: source evidence dated 2026-07-11T03:59:59.999Z.
- Issuer
- ISHARES TR
- Ticker
- IJR
- Class
- CORE S&P SCP ETF
- Reported value
- $72,799,455
- Reported amount
- 490,860
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001950323-26-000007Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| ISHARES TR | IJR | CORE S&P SCP ETF | $72,799,455 | 490,860 | SH | None |
| ISHARES TR | AGG | CORE US AGGBD ET | $50,482,708 | 510,029 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $37,163,338 | 521,591 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $32,039,783 | 42,783 | SH | None |
| VANGUARD INDEX FDS | VV | LARGE CAP ETF | $30,105,871 | 87,540 | SH | None |
| ISHARES INC | IEMG | CORE MSCI EMKT | $28,236,637 | 340,858 | SH | None |
| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $23,781,707 | 808,077 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $22,875,648 | 33,307 | SH | None |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $20,393,921 | 67,280 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $17,072,979 | 46,138 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $11,849,978 | 15,868 | SH | None |
| APPLE INC | AAPL | COM | $11,103,140 | 38,371 | SH | None |
| ISHARES TR | IEFA | CORE MSCI EAFE | $10,826,790 | 112,102 | SH | None |
| SPDR SERIES TRUST | SPYM | ST STR P500ETF | $10,563,820 | 120,207 | SH | None |
| BROADCOM INC | AVGO | COM | $7,884,284 | 20,872 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $7,787,397 | 130,464 | SH | None |
| ISHARES TR | ITOT | CORE S&P TTL STK | $7,784,674 | 47,390 | SH | None |
| TESLA INC | TSLA | COM | $7,492,091 | 17,813 | SH | None |
| SCHWAB STRATEGIC TR | SCHA | US SML CAP ETF | $4,967,554 | 137,491 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $4,791,822 | 6,507 | SH | None |
| MICROSOFT CORP | MSFT | COM | $4,376,842 | 11,734 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $4,344,087 | 21,711 | SH | None |
| VANGUARD INDEX FDS | VNQ | REAL ESTATE ETF | $3,905,575 | 40,502 | SH | None |
| AMAZON COM INC | AMZN | COM | $3,160,640 | 13,261 | SH | None |
| ONEOK INC NEW | OKE | COM | $2,968,741 | 34,147 | SH | None |
| ISHARES TR | MUB | NATIONAL MUN ETF | $2,783,369 | 25,863 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $2,071,363 | 5,796 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $1,965,166 | 5,562 | SH | None |
| SCHWAB STRATEGIC TR | SCHF | INTL EQTY ETF | $1,615,313 | 58,315 | SH | None |
| FIDELITY WISE ORIGIN BITCOIN | FBTC | SHS | $1,542,782 | 30,221 | SH | None |
| INVESCO EXCH TRADED FD TR II | QQQM | NASDAQ 100 ETF | $1,424,931 | 4,703 | SH | None |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $1,351,163 | 18,406 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $1,152,174 | 3,520 | SH | None |
| META PLATFORMS INC | META | CL A | $1,102,137 | 1,957 | SH | None |
| SCHWAB STRATEGIC TR | SCHB | US BRD MKT ETF | $1,083,967 | 37,430 | SH | None |
| ISHARES TR | ACWI | MSCI ACWI ETF | $1,018,762 | 6,490 | SH | None |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $1,000,753 | 4,592 | SH | None |
| CHUBB LIMITED | CB | COM | $932,990 | 2,738 | SH | None |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $900,717 | 10,456 | SH | None |
| GE VERNOVA INC | GEV | COM | $870,822 | 741 | SH | None |
| PALANTIR TECHNOLOGIES INC | PLTR | CL A | $851,680 | 7,300 | SH | None |
| HUNT J B TRANS SVCS INC | JBHT | COM | $851,089 | 2,941 | SH | None |
| ISHARES TR | IJH | CORE S&P MCP ETF | $825,541 | 10,706 | SH | None |
| GE AEROSPACE | GE | COM NEW | $769,680 | 2,059 | SH | None |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $758,779 | 23,929 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.A | CL A | $748,850 | 1 | SH | None |
| INVESCO EXCHANGE TRADED FD T | RSP | S&P500 EQL WGT | $722,149 | 3,394 | SH | None |
| SOUTHERN CO | SO | COM | $662,358 | 6,920 | SH | None |
| VANGUARD WORLD FD | VGT | INF TECH ETF | $609,894 | 5,103 | SH | None |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $551,695 | 2,332 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 3 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.