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Portfolio (Quarterly) Guide ↗

DAHRING | CUSMANO LLC

· CIK 0002053669
13F Portfolio $190M AUM 62 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 62 New
Page 2 of 4  ·  62 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TBUX T ROWE PRICE EXCHANGE-TRADED 54,309.0 $2.7M 1.43% NEW $49.77 +0.0%
22 FFSM FIDELITY COVINGTON TRUST 67,672.0 $2.6M 1.36% NEW $38.21 -5.1%
23 VHT VANGUARD WORLD FD 7,343.0 $2.2M 1.16% NEW $299.00 +7.0%
24 JAAA JANUS DETROIT STR TR 37,078.0 $1.9M 0.99% NEW $50.49 +0.0%
25 TMSL T ROWE PRICE EXCHANGE-TRADED 41,633.0 $1.8M 0.96% NEW $43.85 -2.9%
26 TFNS T ROWE PRICE EXCHANGE-TRADED 38,824.0 $1.1M 0.56% NEW $27.51 +7.7%
27 VBK VANGUARD INDEX FDS 2,857.0 $1.0M 0.55% NEW $365.76 -4.2%
28 SPYG SPDR SERIES TRUST 8,381.0 $997K 0.53% NEW $118.98 +1.6%
29 MINO PIMCO ETF TR 21,273.0 $973K 0.51% NEW $45.76 -2.6%
30 VDE VANGUARD WORLD FD 5,683.0 $853K 0.45% NEW $150.13 +20.0%
31 TCAF T ROWE PRICE EXCHANGE-TRADED 19,641.0 $807K 0.43% NEW $41.10 +3.8%
32 AAPL APPLE INC Technology 2,505.0 $725K 0.38% NEW $289.32 +9.5%
33 TFLR T ROWE PRICE EXCHANGE-TRADED 14,288.0 $720K 0.38% NEW $50.41 +0.6%
34 MSFT MICROSOFT CORP Technology 1,847.0 $689K 0.36% NEW $373.03 +36.0%
35 LLY ELI LILLY & CO Healthcare 571.0 $684K 0.36% NEW $1198.68 -3.4%
36 VIG VANGUARD SPECIALIZED FUNDS 2,843.0 $673K 0.35% NEW $236.63 +2.3%
37 FNDX SCHWAB STRATEGIC TR 19,905.0 $619K 0.33% NEW $31.10 +4.1%
38 FDEM FIDELITY COVINGTON TRUST 15,275.0 $555K 0.29% NEW $36.33 -0.4%
39 VB VANGUARD INDEX FDS 1,766.0 $535K 0.28% NEW $303.11 -1.3%
40 DBMF LITMAN GREGORY FDS TR 16,678.0 $511K 0.27% NEW $30.61 +2.5%
Page 2 of 4  ·  62 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 46.5%
Technology 19.8%
Consumer Cyclical 9.0%
Utilities 8.6%
Healthcare 7.7%
Consumer Defensive 3.6%
Communication Services 2.4%
Energy 2.4%