Winthrop Advisory Group LLC 13F Holdings
CIK 0001739043
As of Sep 30, 2025, Winthrop Advisory Group LLC reported 191 positions worth
CIK 0001739043
As of Sep 30, 2025, Winthrop Advisory Group LLC reported 191 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | ITOT | — | 900,447 | 31.2M | 11.47% |
| ISHARES CORE S&P 500 ETF | IVV | — | 180,084 | 20.5M | 10.54% |
| ISHARES RUSSELL 1000 ETF | IWB | — | 253,891 | $92.8M | 8.12% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 136,190 | $81.9M | 7.16% |
| ISHARES MSCI ACWI EX US ETF | ACWX | — | 1,047,501 | $68.1M | 5.96% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 191,449 | $63.0M | 5.51% |
| ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | ICSH | — | 1,216,639 | $61.7M | 5.40% |
| SCHWAB US BROAD MARKET ETF | SCHB | — | 2,308,553 | $59.4M | 5.19% |
| APPLE INC | AAPL | Technology | 157,018 | $40.0M | 3.50% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 1500(R) COMPOSITE STOCK MARKET ETF | SPTM | — | 472,826 | $38.1M | 3.34% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 48,211 | $22.6M | 1.98% |
| MICROSOFT CORP | MSFT | Technology | 38,399 | 9.9M | 1.74% |
| SPDR S&P 500 ETF TRUST | SPY | — | 29,433 | 9.7M | 1.72% |
| WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | DGRW | — | 213,994 | 9.0M | 1.67% |
| VANGUARD EXTENDED MARKET INDEX FUND | VXF | — | 85,406 | 7.9M | 1.56% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 195,520 | 2.8M | 1.12% |
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 329,852 | 2.7M | 1.11% |
| AMAZON.COM INC | AMZN | Equity | 47,959 | 0.5M | 0.92% |
| VANGUARD TAX-EXEMPT BOND INDEX FUND | VTEB | — | 210,026 | 0.5M | 0.92% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 361,149 | $9.9M | 0.86% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 19,830 | $9.5M | 0.83% |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | VXUS | — | 117,676 | $8.6M | 0.76% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 126,163 | $8.3M | 0.73% |
| INVESCO NASDAQ 100 ETF | QQQM | — | 30,480 | $7.5M | 0.66% |
| JPMORGAN ULTRA-SHORT INCOME | JPST | — | 139,517 | $7.1M | 0.62% |