Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Ruggaard & Associates LLC (CIK 1971230) reported $252.4M across 122 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: JPST ($14.9M, 5.89%), CGDV ($14.3M, 5.66%), CGCP ($14.2M, 5.62%), IBHF ($12.1M, 4.80%), IBDU ($11.9M, 4.72%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JPST | J P MORGAN EXCHANGE TRADED F | $14.9M | 5.89% | 293,751 | Added |
| 2 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $14.3M | 5.66% | 336,076 | Trimmed |
| 3 | CGCP | CAPITAL GRP FIXED INCM ETF T | $14.2M | 5.62% | 634,983 | Added |
| 4 | IBHF | ISHARES TR | $12.1M | 4.80% | 528,264 | Added |
| 5 | IBDU | ISHARES TR | $11.9M | 4.72% | 511,829 | Added |
| 6 | JBND | J P MORGAN EXCHANGE TRADED F | $11.2M | 4.45% | 209,020 | Added |
| 7 | VO | VANGUARD INDEX FDS | $11.0M | 4.37% | 38,395 | Trimmed |
| 8 | SPHQ | INVESCO EXCHANGE TRADED FD T | $10.5M | 4.18% | 140,244 | Trimmed |
| 9 | RSP | INVESCO EXCHANGE TRADED FD T | $8.7M | 3.45% | 45,330 | Trimmed |
| 10 | CGGO | CAPITAL GROUP GBL GROWTH EQT | $8.5M | 3.38% | 255,837 | Added |
| 11 | QGRO | AMERICAN CENTY ETF TR | $8.5M | 3.37% | 81,038 | Trimmed |
| 12 | BKDV | BNY MELLON ETF TRUST II | $7.8M | 3.11% | 264,296 | Trimmed |
| 13 | WTV | WISDOMTREE TR | $7.6M | 3.01% | 80,071 | Added |
| 14 | IWF | ISHARES TR | $7.5M | 2.98% | 17,630 | Trimmed |
| 15 | DBEF | DBX ETF TR | $7.4M | 2.93% | 149,613 | Added |
| 16 | DFAS | DIMENSIONAL ETF TRUST | $7.4M | 2.93% | 103,859 | Trimmed |
| 17 | AAPL | APPLE INC | $6.9M | 2.71% | 26,996 | Trimmed |
| 18 | VB | VANGUARD INDEX FDS | $6.5M | 2.58% | 24,864 | Trimmed |
| 19 | VXUS | VANGUARD STAR FDS | $4.6M | 1.82% | 59,701 | New |
| 20 | IVV | ISHARES TR | $3.8M | 1.49% | 5,774 | Trimmed |
| 21 | AEM | AGNICO EAGLE MINES LTD | $2.9M | 1.15% | 14,310 | Trimmed |
| 22 | MINT | PIMCO ETF TR | $2.4M | 0.93% | 23,432 | Added |
| 23 | DGRO | ISHARES TR | $2.2M | 0.85% | 30,642 | Added |
| 24 | MSFT | MICROSOFT CORP | $2.0M | 0.79% | 5,359 | Added |
| 25 | JMEE | J P MORGAN EXCHANGE TRADED F | $1.8M | 0.72% | 27,260 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31