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Portfolio (Quarterly) Guide ↗

Cassady Wealth & Retirement Planning, LLC

· CIK 0002121075
13F Portfolio $215M AUM 104 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 4 New 47 Added 32 Reduced 1 Exited
Page 3 of 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BNDX VANGUARD CHARLOTTE FDS 33,216.0 $1.6M 0.75% +2K +5.2% $48.43 -2.4%
42 PFXF VANECK ETF TRUST 87,363.0 $1.6M 0.72% +14K +18.7% $17.84 -1.2%
43 SCHX SCHWAB STRATEGIC TR 47,449.0 $1.4M 0.65% +570.0 +1.2% $29.43 +2.0%
44 IEMG ISHARES INC 13,856.0 $1.1M 0.53% -1K -7.7% $82.84 -1.7%
45 DDFD INNOVATOR ETFS TRUST 51,363.0 $1.0M 0.48% +2K +4.5% $19.98 +1.3%
46 SPHY SPDR SERIES TRUST 43,335.0 $1.0M 0.47% +2K +4.9% $23.44 -1.3%
47 SEIM SEI EXCHANGE TRADED FUNDS 17,166.0 $964K 0.45% -1K -5.7% $56.15 -5.7%
48 SEIV SEI EXCHANGE TRADED FUNDS 19,577.0 $940K 0.44% -831.0 -4.1% $48.00 +4.7%
49 VTIP VANGUARD MALVERN FDS 18,214.0 $915K 0.42% +660.0 +3.8% $50.23 -1.1%
50 VWO VANGUARD INTL EQUITY INDEX F 14,544.0 $868K 0.40% -412.0 -2.8% $59.69 +1.7%
51 AAPL APPLE INC Technology 2,900.0 $839K 0.39% +330.0 +12.8% $289.39 +12.3%
52 VYM VANGUARD WHITEHALL FDS 5,258.0 $831K 0.39% -309.0 -5.5% $158.04 +3.3%
53 XLV SELECT SECTOR SPDR TR 4,756.0 $755K 0.35% -386.0 -7.5% $158.67 +8.2%
54 SCHD SCHWAB STRATEGIC TR 23,585.0 $748K 0.35% -858.0 -3.5% $31.71 +9.8%
55 SCHA SCHWAB STRATEGIC TR 19,947.0 $721K 0.34% -1K -5.9% $36.13 -6.6%
56 VTEB VANGUARD MUN BD FDS 14,128.0 $715K 0.33% -5K -26.5% $50.58 -3.2%
57 XLF SELECT SECTOR SPDR TR 12,893.0 $691K 0.32% -991.0 -7.1% $53.61 +6.7%
58 JEPI J P MORGAN EXCHANGE TRADED F 12,105.0 $684K 0.32% -1K -8.4% $56.48 +0.9%
59 VBK VANGUARD INDEX FDS 1,821.0 $666K 0.31% -136.0 -7.0% $365.78 -5.8%
60 VBR VANGUARD INDEX FDS 2,675.0 $650K 0.30% $242.96 +0.3%
Page 3 of 6  ·  104 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 52.6%
Financial Services 26.6%
Consumer Cyclical 7.6%
Utilities 7.0%
Industrials 4.5%
Healthcare 1.9%