Benedetti & Gucer, Inc. Portfolio Holdings - 13F Filings | 13F Fund Database
Benedetti & Gucer, Inc. 13F Holdings
CIK 0001859474 · ATLANTA, GA
As of Mar 31, 2024, Benedetti & Gucer, Inc. reported
143 positions worth $201.3K in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
| ISHARES CORE S&P 500 ETF | IVV | — | 70,949 | $37.3K | 18.53% |
| ISHARES 1-3 YEAR TREASURY BOND ETF | SHY | — | 160,974 |
|
3.2K
6.54% |
| NVIDIA CORP | NVDA | Technology | 11,482 |
0.4K | 5.15% |
| VANECK ETF TRUST | RAAX | — | 359,046 | $9.7K | 4.83% |
| ISHARES 10-20 YEAR TREASURY BOND ETF | TLH | — | 76,835 | $8.1K | 4.01% |
| ISHARES CORE HIGH DIVIDEND ETF | HDV | — | 67,482 | $7.4K | 3.69% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 24,219 | $6.1K | 3.01% |
| ISHARES MSCI EMERGING MARKETS EX CHINA ETF | EMXC | — | 85,026 | $4.9K | 2.43% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 1500(R) COMPOSITE STOCK MARKET ETF | SPTM | — | 65,457 | $4.2K | 2.09% |
| ISHARES CORE DIVIDEND GROWTH ETF | DGRO | — | 64,280 | $3.7K | 1.85% |
| MICROSOFT CORP | MSFT | Technology | 8,252 | $3.5K | 1.72% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 15,131 | $3.5K | 1.72% |
| APPLE INC | AAPL | Technology | 19,804 | $3.4K | 1.69% |
| ISHARES CORE S&P US GROWTH ETF | IUSG | — | 25,682 | $3.0K | 1.49% |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 4,094 | $3.0K | 1.49% |
| PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | NOBL | — | 28,761 | $2.9K | 1.45% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 34,934 | $2.6K | 1.29% |
| ELI LILLY & CO | LLY | Healthcare | 3,214 | $2.5K | 1.24% |
| WALT DISNEY CO | DIS | Communication Services | 15,730 |
.9K | 0.96% |
| KINDER MORGAN INC | KMI | Energy | 99,916 |
.8K | 0.91% |
| TESLA INC | TSLA | Consumer Cyclical | 10,188 |
.8K | 0.89% |
| GRAYSCALE BITCOIN TRUST ETF | GBTC | — | 27,897 |
.8K | 0.88% |
| BITWISE 10 CRYPTO INDEX FUND | BITW | — | 48,221 |
.6K | 0.82% |
| ISHARES MSCI EAFE GROWTH ETF | EFG | — | 15,243 |
.6K | 0.79% |
| META PLATFORMS INC | META | Communication Services | 3,233 |
.6K | 0.78% |