DAHRING | CUSMANO LLC

data from 30/09/2025

Capitalization

$ 138.434 M 7.86 %

Average holding period

3 ans

Performance

$ 13.791 M 11.09 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in DAHRING | CUSMANO LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 PYLD PIMCO ETF TR 12.52% 17.330 M $ 645675 2024/12/31 183.881 K $ 1.13 %
2025/09/30 SCHG SCHWAB STRATEGIC TR 11.87% 16.429 M $ 514855 2024/12/31 1.347 M $ 9.24 %
2025/09/30 FFLC FIDELITY COVINGTON TRUST 11.15% 15.437 M $ 296628 2024/12/31 903.240 K $ 6.51 %
2025/09/30 FBND FIDELITY MERRIMACK STR TR 7.90% 10.943 M $ 236652 2024/12/31 117.092 K $ 1.07 %
2025/09/30 FESM FIDELITY COVINGTON TRUST 6.78% 9.381 M $ 256595 2024/12/31 1.131 M $ 14.29 %
2025/09/30 XMHQ INVESCO EXCHANGE TRADED FD T 6.58% 9.108 M $ 86779 2024/12/31 555.676 K $ 6.84 %
2025/09/30 SCYB SCHWAB STRATEGIC TR 5.38% 7.451 M $ 278758 2025/09/30 0.000 $ 0.00 %
2025/09/30 FBCG FIDELITY COVINGTON TRUST 4.57% 6.322 M $ 117810 2024/12/31 584.449 K $ 11.24 %
2025/09/30 FENI FIDELITY COVINGTON TRUST 4.42% 6.125 M $ 173609 2024/12/31 346.209 K $ 6.07 %
2025/09/30 IAU ISHARES GOLD TR 2.94% 4.073 M $ 55975 2024/12/31 590.101 K $ 16.69 %
2025/09/30 VV VANGUARD INDEX FDS 2.45% 3.385 M $ 10996 2024/12/31 242.993 K $ 7.91 %
2025/09/30 FTEC FIDELITY COVINGTON TRUST 2.38% 3.295 M $ 14830 2024/12/31 358.980 K $ 12.65 %
2025/09/30 TSPA T ROWE PRICE ETF INC 2.32% 3.214 M $ 76689 2024/12/31 213.761 K $ 7.77 %
2025/09/30 TCAF T ROWE PRICE ETF INC 1.87% 2.594 M $ 68816 2024/12/31 178.777 K $ 6.86 %
2025/09/30 TBUX T ROWE PRICE ETF INC 1.61% 2.227 M $ 44692 2024/12/31 5.384 K $ 0.20 %
2025/09/30 CGBL CAPITAL GROUP CORE BALANCED 1.40% 1.943 M $ 55975 2024/12/31 63.726 K $ 3.83 %
2025/09/30 HYDB ISHARES TR 1.12% 1.551 M $ 32425 2024/12/31 66.080 K $ 0.78 %
2025/09/30 TMSL T ROWE PRICE ETF INC 1.11% 1.541 M $ 43814 2024/12/31 98.971 K $ 7.23 %
2025/09/30 VHT VANGUARD WORLD FD 1.06% 1.462 M $ 5632 2024/12/31 60.173 K $ 4.53 %
2025/09/30 MSFT MICROSOFT CORP 0.88% 1.216 M $ 2347 2024/12/31 48.494 K $ 4.13 %
2025/09/30 SPYG SPDR SERIES TRUST 0.67% 933.901 K $ 8936 2024/12/31 82.406 K $ 9.64 %
2025/09/30 TFLR T ROWE PRICE ETF INC 0.59% 814.237 K $ 15824 2024/12/31 422.000 $ 0.06 %
2025/09/30 VBK VANGUARD INDEX FDS 0.51% 709.988 K $ 2386 2024/12/31 44.110 K $ 7.47 %
2025/09/30 MINO PIMCO ETF TR 0.45% 623.012 K $ 13750 2024/12/31 12.466 K $ 2.44 %
2025/09/30 VIG VANGUARD SPECIALIZED FUNDS 0.44% 613.035 K $ 2841 2024/12/31 31.458 K $ 5.43 %
2025/09/30 FNDX SCHWAB STRATEGIC TR 0.39% 542.918 K $ 20643 2024/12/31 38.276 K $ 7.17 %
2025/09/30 AAPL APPLE INC 0.39% 542.705 K $ 2131 2024/12/31 106.981 K $ 24.11 %
2025/09/30 FDEM FIDELITY COVINGTON TRUST 0.36% 491.615 K $ 16344 2024/12/31 31.291 K $ 7.47 %
2025/09/30 MGK VANGUARD WORLD FD 0.34% 473.308 K $ 1176 2024/12/31 42.738 K $ 9.90 %
2025/09/30 VB VANGUARD INDEX FDS 0.32% 444.215 K $ 1747 2024/12/31 30.828 K $ 7.30 %
2025/09/30 VYM VANGUARD WHITEHALL FDS 0.32% 440.078 K $ 3122 2024/12/31 23.745 K $ 5.73 %
2025/09/30 AZO AUTOZONE INC 0.32% 437.604 K $ 102 2024/12/31 58.379 K $ 15.57 %
2025/09/30 IWF ISHARES TR 0.30% 421.418 K $ 900 2024/12/31 39.403 K $ 10.32 %
2025/09/30 VANGUARD MALVERN FDS 0.27% 372.035 K $ 7187 2025/09/30 0.000 $ 0.00 %
2025/09/30 GLD SPDR GOLD TR 0.27% 370.755 K $ 1043 2024/12/31 53.374 K $ 16.61 %
2025/09/30 QQQ INVESCO QQQ TR 0.27% 367.659 K $ 612 2024/12/31 30.894 K $ 8.83 %
2025/09/30 NVDA NVIDIA CORPORATION 0.26% 361.370 K $ 1937 2024/12/31 58.123 K $ 18.10 %
2025/09/30 AMZN AMAZON COM INC 0.26% 355.484 K $ 1619 2024/12/31 229.000 $ 0.08 %
2025/09/30 WEC WEC ENERGY GROUP INC 0.25% 341.656 K $ 2982 2024/12/31 30.723 K $ 9.97 %
2025/09/30 FDVV FIDELITY COVINGTON TRUST 0.25% 341.391 K $ 6128 2025/09/30 0.000 $ 0.00 %
2025/09/30 WMT WALMART INC 0.23% 316.599 K $ 3072 2024/12/31 16.183 K $ 5.40 %
2025/09/30 TVAL T ROWE PRICE ETF INC 0.22% 307.971 K $ 9029 2025/09/30 0.000 $ 0.00 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.22% 305.083 K $ 1986 2024/12/31 -11.339 K $ -3.56 %
2025/09/30 TSCO TRACTOR SUPPLY CO 0.21% 284.350 K $ 5000 2024/12/31 20.499 K $ 7.77 %
2025/09/30 DTE DTE ENERGY CO 0.20% 283.521 K $ 2005 2024/12/31 17.832 K $ 6.77 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC 0.20% 280.562 K $ 1538 2025/09/30 0.000 $ 0.00 %
2025/09/30 LLY ELI LILLY & CO 0.20% 280.273 K $ 367 2024/12/31 -5.983 K $ -2.12 %
2025/09/30 HD HOME DEPOT INC 0.18% 245.957 K $ 607 2024/12/31 23.901 K $ 10.52 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.18% 243.015 K $ 1311 2024/12/31 147.635 K $ 21.39 %
2025/09/30 IMCG ISHARES TR 0.17% 229.254 K $ 2771 2024/12/31 7.307 K $ 3.12 %
2025/09/30 F FORD MTR CO 0.16% 215.756 K $ 18040 2024/12/31 19.982 K $ 10.23 %
2025/09/30 TSLA TESLA INC 0.15% 211.242 K $ 475 2025/09/30 0.000 $ 0.00 %
2025/09/30 SCHF SCHWAB STRATEGIC TR 0.15% 203.915 K $ 8759 2025/09/30 0.000 $ 0.00 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 ELV ELEVANCE HEALTH INC 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 ACN ACCENTURE PLC IRELAND 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 AMGN AMGEN INC 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 DUOL DUOLINGO INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 PM PHILIP MORRIS INTL INC 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 HYG ISHARES TR 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 PII POLARIS INC 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %