Universe · entity
Asset Management Group, Inc.
Institutional manager (13F) · CIK 1511550
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $513M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $33M | 152,663 |
| 2 | APPLE INC | $23M | 91,941 |
| 3 | INVESCO QQQ TR | $23M | 40,301 |
| 4 | ISHARES TR | $22M | 151,776 |
| 5 | ISHARES TR | $20M | 297,985 |
| 6 | ISHARES TR | $20M | 30,200 |
| 7 | VANGUARD INDEX FDS | $18M | 58,988 |
| 8 | VANGUARD INDEX FDS | $18M | 95,781 |
| 9 | VANGUARD INDEX FDS | $17M | 57,544 |
| 10 | SCHWAB STRATEGIC TR | $16M | 618,527 |
| 11 | VANGUARD SPECIALIZED FUNDS | $16M | 76,408 |
| 12 | SCHWAB STRATEGIC TR | $16M | 507,857 |
| 13 | VANGUARD SCOTTSDALE FDS | $15M | 191,810 |
| 14 | PROSHARES TR | $15M | 287,739 |
| 15 | VANGUARD INDEX FDS | $14M | 43,937 |
| 16 | VANGUARD INDEX FDS | $14M | 51,785 |
| 17 | ISHARES TR | $12M | 89,492 |
| 18 | DOMINOS PIZZA INC | $12M | 32,393 |
| 19 | ISHARES TR | $11M | 51,514 |
| 20 | VANGUARD BD INDEX FDS | $11M | 136,415 |
| 21 | ISHARES TR | $10M | 84,406 |
| 22 | AMAZON COM INC | $9M | 40,962 |
| 23 | ISHARES TR | $8M | 74,894 |
| 24 | ISHARES TR | $8M | 84,284 |
| 25 | CATERPILLAR INC | $8M | 10,801 |
| 26 | SPDR SERIES TRUST | $7M | 146,587 |
| 27 | SCHWAB STRATEGIC TR | $7M | 242,408 |
| 28 | ISHARES TR | $7M | 55,542 |
| 29 | ISHARES TR | $6M | 57,388 |
| 30 | ISHARES TR | $6M | 90,834 |
| 31 | DISNEY WALT CO | $5M | 55,146 |
| 32 | VANGUARD MUN BD FDS | $5M | 106,364 |
| 33 | VANGUARD INDEX FDS | $5M | 20,577 |
| 34 | SPDR SERIES TRUST | $5M | 92,328 |
| 35 | SPDR SERIES TRUST | $5M | 52,944 |
| 36 | ISHARES TR | $5M | 35,013 |
| 37 | PEPSICO INC | $5M | 31,616 |
| 38 | PJT PARTNERS INC | $5M | 34,810 |
| 39 | ISHARES TR | $5M | 22,295 |
| 40 | ALPHABET INC | $5M | 16,272 |
| 41 | MICROSOFT CORP | $5M | 12,610 |
| 42 | VANGUARD WORLD FD | $5M | 6,542 |
| 43 | SELECT SECTOR SPDR TR | $5M | 74,241 |
| 44 | ISHARES TR | $4M | 43,480 |
| 45 | JOHNSON & JOHNSON | $4M | 18,156 |
| 46 | SCHWAB STRATEGIC TR | $4M | 168,529 |
| 47 | ISHARES TR | $4M | 43,944 |
| 48 | ISHARES TR | $4M | 36,890 |
| 49 | ISHARES TR | $4M | 73,442 |
| 50 | ISHARES TR | $4M | 39,600 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.