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Portfolio (Quarterly) Guide ↗

Asset Advisory Group, Inc.

· CIK 0002110402
13F Portfolio $229M AUM 125 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 10 New 25 Added 22 Reduced 1 Exited
Page 2 of 7  ·  125 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VXUS VANGUARD STAR FDS 36,219.0 $3.1M 1.35% +7K +23.1% $85.49 +3.4%
22 IEFA ISHARES TR 31,741.0 $3.1M 1.34% +358.0 +1.1% $96.58 +4.7%
23 URTH ISHARES INC 13,435.0 $2.7M 1.19% $202.65 +3.5%
24 JPM JPMORGAN CHASE & CO Financial Services 8,142.0 $2.7M 1.17% $327.33 +9.6%
25 FNDX SCHWAB STRATEGIC TR 81,671.0 $2.5M 1.11% $31.10 +5.0%
26 VTV VANGUARD INDEX FDS 11,599.0 $2.5M 1.10% +3K +30.8% $217.93 +3.9%
27 NVDA NVIDIA CORPORATION Technology 11,388.0 $2.3M 1.00% $200.10 +15.1%
28 VTI VANGUARD INDEX FDS 6,099.0 $2.3M 0.99% -51.0 -0.8% $370.07 +2.6%
29 CAT CATERPILLAR INC Industrials 2,055.0 $2.2M 0.96% $1064.85 -23.6%
30 META META PLATFORMS INC Communication Services 3,629.0 $2.0M 0.89% -143.0 -3.8% $563.25 +9.5%
31 IWM ISHARES TR 6,495.0 $2.0M 0.85% -101.0 -1.5% $300.42 -1.5%
32 HD HOME DEPOT INC Consumer Cyclical 5,322.0 $1.9M 0.82% -72.0 -1.3% $352.66 -9.0%
33 JNJ JOHNSON & JOHNSON Healthcare 7,326.0 $1.9M 0.81% $253.96 +8.3%
34 DFAS DIMENSIONAL ETF TRUST 19,696.0 $1.6M 0.71% +8K +75.2% $82.34 -0.2%
35 DE DEERE & CO Industrials 2,296.0 $1.5M 0.64% -193.0 -7.8% $634.33 +9.3%
36 DVY ISHARES TR 9,194.0 $1.4M 0.63% $156.30 +5.1%
37 PFF ISHARES TR 44,082.0 $1.3M 0.59% +361.0 +0.8% $30.49 -0.4%
38 DFIC DIMENSIONAL ETF TRUST 34,989.0 $1.3M 0.57% +2K +5.5% $37.26 +5.9%
39 XOM EXXON MOBIL CORP Energy 8,807.0 $1.2M 0.53% $136.71 +16.6%
40 PM PHILIP MORRIS INTL INC Consumer Defensive 6,622.0 $1.2M 0.52% $180.92 +0.9%
Page 2 of 7  ·  125 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
Technology 29.5%
Financial Services 27.8%
Consumer Cyclical 12.0%
Industrials 7.7%
Communication Services 6.9%
Healthcare 6.7%
Consumer Defensive 4.2%
Energy 2.3%
Real Estate 1.4%
Basic Materials 1.1%