Ashford Advisors, LLC - Portfolio overview

Ashford Advisors, LLC has 23 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 54.85%
2. FNDX - SCHWAB STRATEGIC TR, 11.91%
3. VTI - VANGUARD INDEX FDS, 11.76%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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