Claremont Financial Group, Inc. 13F Holdings

CIK 0001907541 · CLAREMONT, CA

As of Mar 31, 2022, Claremont Financial Group, Inc. reported 34 positions worth $70.2K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
VANGUARD TAX-MANAGED FUNDSVEA—448,743$21.3K30.37%
SPDR GOLD TRUSTGQ9—66,171 1.9K17.00%
ISHARES CORE S&P MID-CAP ETFIJH—32,643$8.5K12.14%
ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETFREZ—78,894$7.7K10.97%
VANGUARD EMERGING MARKETS STOCK INDEX FUNDVWO—154,683$7.1K10.17%
PIMCO ACTIVE BOND EXCHANGE-TRADED FUNDBOND—46,344$4.6K6.62%
SPDR S&P 500 ETF TRUSTSPY—3,699 .7K2.36%
VANGUARD GROWTH INDEX FUNDVUG—3,783 .1K1.52%
SS SPDR P S&P 600 SMALL CAPSPSM—21,708$888.01.26%
HONEYWELL INTERNATIONAL INCHONIndustrials3,405$657.00.94%
UNION PACIFIC CORPUNPIndustrials2,226$546.00.78%
PFIZER INCPFEHealthcare7,875$435.00.62%
INVESCO S&P 500 EQUAL WEIGHT ETFRSP—2,655$417.00.59%
ABBVIE INCABBVEquity2,181$378.00.54%
BRISTOL MYERS SQUIBB COBMYHealthcare4,500$348.00.50%
MICROSOFT CORPMSFTTechnology1,104$333.00.47%
SHERWIN WILLIAMS COSHWBasic Materials1,197$315.00.45%
STATE STREET(R) SPDR(R) S & P 400(TM) MID CAP VALUE ETFMDYV—4,113$282.00.40%
MCDONALDS CORPMCDConsumer Cyclical900$228.00.32%
C3AI INCAITechnology7,560 62.00.23%
ISHARES SILVER TRUSTSLV—7,050 59.00.23%
STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETFSPYV—3,750 56.00.22%
COCA COLA COKOConsumer Defensive2,427 53.00.22%
CHEVRON CORPCHVEnergy858 44.00.21%
INTERNATIONAL BUSINESS MACHINES CORPIBMTechnology861 11.00.16%