CIK 1971230
Ruggaard & Associates LLC
Institutional 13F holdings & portfolio
Holdings
121
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 121
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| QGRO | AMERICAN CENTY ETF TR | 129K | $1M+ | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 339K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 289K | $1M+ | SH |
| CGCP | CAPITAL GRP FIXED INCM ETF T | 625K | $1M+ | SH |
| IBHF | ISHARES TR | 524K | $1M+ | SH |
| IBDU | ISHARES TR | 503K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 39K | $1M+ | SH |
| JBND | J P MORGAN EXCHANGE TRADED F | 207K | $1M+ | SH |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 146K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 47K | $1M+ | SH |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 247K | $1M+ | SH |
| IWF | ISHARES TR | 18K | $1M+ | SH |
| BKDV | BNY MELLON ETF TRUST II | 265K | $1M+ | SH |
| DFAS | DIMENSIONAL ETF TRUST | 106K | $1M+ | SH |
| WTV | WISDOMTREE TR | 77K | $1M+ | SH |
| AAPL | APPLE INC | 26K | $1M+ | SH |
| DBEF | DBX ETF TR | 144K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 25K | $1M+ | SH |
| IVV | ISHARES TR | 6K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 5K | $1M+ | SH |
| AEM | AGNICO EAGLE MINES LTD | 14K | $1M+ | SH |
| MINT | PIMCO ETF TR | 22K | $1M+ | SH |
| DGRO | ISHARES TR | 29K | $1M+ | SH |
| JMEE | J P MORGAN EXCHANGE TRADED F | 29K | $1M+ | SH |
| AVLV | AMERICAN CENTY ETF TR | 20K | $1M+ | SH |
| DGRW | WISDOMTREE TR | 17K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 3K | $1M+ | SH |
| REVS | COLUMBIA ETF TR I | 52K | $1M+ | SH |
| IJT | ISHARES TR | 9K | $1M+ | SH |
| AMZN | AMAZON COM INC | 5K | $1M+ | SH |
| COP | CONOCOPHILLIPS | 13K | $1M+ | SH |
| IJK | ISHARES TR | 12K | $1M+ | SH |
| JIRE | J P MORGAN EXCHANGE TRADED F | 14K | $1M+ | SH |
| NVS | NOVARTIS AG | 8K | $1M+ | SH |
| JAAA | JANUS DETROIT STR TR | 20K | $1M+ | SH |
| ORI | OLD REP INTL CORP | 21K | $500K+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 3K | $500K+ | SH |
| TXN | TEXAS INSTRS INC | 5K | $500K+ | SH |
| JPM | JPMORGAN CHASE & CO. | 3K | $500K+ | SH |
| PYLD | PIMCO ETF TR | 35K | $500K+ | SH |
| VTI | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| AFL | AFLAC INC | 8K | $500K+ | SH |
| WMT | WALMART INC | 8K | $500K+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 25K | $500K+ | SH |
| NVDA | NVIDIA CORPORATION | 4K | $500K+ | SH |
| RY | ROYAL BK CDA | 5K | $500K+ | SH |
| GOOGL | ALPHABET INC | 2K | $500K+ | SH |
| IWP | ISHARES TR | 5K | $500K+ | SH |
| CVX | CHEVRON CORP NEW | 5K | $500K+ | SH |
| SPY | SPDR S&P 500 ETF TR | 992 | $500K+ | SH |