Brand Asset Management Group, Inc.
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in Brand Asset Management Group, Inc.
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | IEMG | ISHARES INC | 9.21% | 35.416 M $ | 507751 | 2018/06/30 | 1.296 M $ | 3.76 % |
| 2026/03/31 | IJH | ISHARES TR | 8.16% | 31.378 M $ | 464659 | 2018/06/30 | 693.197 K $ | 2.32 % |
| 2026/03/31 | VO | VANGUARD INDEX FDS | 4.04% | 15.540 M $ | 54114 | 2018/06/30 | -163.968 K $ | -1.05 % |
| 2026/03/31 | VONG | VANGUARD SCOTTSDALE FDS | 3.92% | 15.091 M $ | 137582 | 2018/06/30 | -1.528 M $ | -9.91 % |
| 2026/03/31 | DFIS | DIMENSIONAL ETF TRUST | 3.89% | 14.955 M $ | 444178 | 2025/03/31 | 308.165 K $ | 2.22 % |
| 2026/03/31 | SCHF | SCHWAB STRATEGIC TR | 3.69% | 14.209 M $ | 574087 | 2018/06/30 | 396.442 K $ | 2.95 % |
| 2026/03/31 | IWF | ISHARES TR | 3.28% | 12.604 M $ | 29560 | 2018/06/30 | -1.376 M $ | -9.91 % |
| 2026/03/31 | VONV | VANGUARD SCOTTSDALE FDS | 3.21% | 12.339 M $ | 131630 | 2018/12/31 | 164.610 K $ | 1.56 % |
| 2026/03/31 | SCHM | SCHWAB STRATEGIC TR | 3.06% | 11.753 M $ | 379628 | 2018/06/30 | 338.693 K $ | 2.96 % |
| 2026/03/31 | SCHX | SCHWAB STRATEGIC TR | 2.94% | 11.295 M $ | 440537 | 2018/06/30 | -565.812 K $ | -4.72 % |
| 2026/03/31 | SCHE | SCHWAB STRATEGIC TR | 2.86% | 11.008 M $ | 334074 | 2018/06/30 | 65.612 K $ | 0.61 % |
| 2026/03/31 | SCZ | ISHARES TR | 2.85% | 10.957 M $ | 139741 | 2018/06/30 | 130.738 K $ | 1.14 % |
| 2026/03/31 | SCHA | SCHWAB STRATEGIC TR | 2.57% | 9.901 M $ | 340474 | 2018/06/30 | 196.210 K $ | 2.11 % |
| 2026/03/31 | SCHV | SCHWAB STRATEGIC TR | 2.16% | 8.290 M $ | 271819 | 2018/06/30 | 177.627 K $ | 3.01 % |
| 2026/03/31 | SCHC | SCHWAB STRATEGIC TR | 2.12% | 8.154 M $ | 174448 | 2018/06/30 | 213.654 K $ | 2.66 % |
| 2026/03/31 | IVV | ISHARES TR | 2.08% | 7.980 M $ | 12217 | 2018/06/30 | -359.151 K $ | -4.63 % |
| 2026/03/31 | IWD | ISHARES TR | 1.58% | 6.085 M $ | 28477 | 2018/06/30 | 95.181 K $ | 1.58 % |
| 2026/03/31 | VB | VANGUARD INDEX FDS | 1.44% | 5.556 M $ | 21213 | 2018/06/30 | 76.589 K $ | 1.54 % |
| 2026/03/31 | PLTR | PALANTIR TECHNOLOGIES INC | 1.31% | 5.038 M $ | 34439 | 2020/09/30 | -1.032 M $ | -17.70 % |
| 2026/03/31 | SCHG | SCHWAB STRATEGIC TR | 1.19% | 4.590 M $ | 157585 | 2018/06/30 | -336.617 K $ | -10.70 % |
| 2026/03/31 | ILCB | ISHARES TR | 0.92% | 3.519 M $ | 39160 | 2018/06/30 | -180.583 K $ | -4.79 % |
| 2026/03/31 | BSV | VANGUARD BD INDEX FDS | 0.86% | 3.323 M $ | 42382 | 2018/06/30 | -17.472 K $ | -0.51 % |
| 2026/03/31 | ILCG | ISHARES TR | 0.81% | 3.109 M $ | 32557 | 2018/06/30 | -285.698 K $ | -8.23 % |
| 2026/03/31 | IMCB | ISHARES TR | 0.77% | 2.978 M $ | 35698 | 2018/06/30 | 25.256 K $ | 0.85 % |
| 2026/03/31 | AAPL | APPLE INC | 0.77% | 2.962 M $ | 11670 | 2018/06/30 | -174.140 K $ | -6.65 % |
| 2026/03/31 | VUG | VANGUARD INDEX FDS | 0.76% | 2.940 M $ | 6730 | 2022/06/30 | -101.322 K $ | -10.47 % |
| 2026/03/31 | MGC | VANGUARD WORLD FD | 0.75% | 2.891 M $ | 12230 | 2018/06/30 | -201.003 K $ | -5.90 % |
| 2026/03/31 | VWO | VANGUARD INTL EQUITY INDEX F | 0.71% | 2.747 M $ | 50821 | 2018/06/30 | 14.941 K $ | 0.54 % |
| 2026/03/31 | IEFA | ISHARES TR | 0.67% | 2.568 M $ | 28369 | 2018/06/30 | 3.351 K $ | 1.20 % |
| 2026/03/31 | IWB | ISHARES TR | 0.67% | 2.560 M $ | 7179 | 2018/06/30 | -121.941 K $ | -4.52 % |
| 2026/03/31 | SCHH | SCHWAB STRATEGIC TR | 0.66% | 2.553 M $ | 118780 | 2018/06/30 | 84.121 K $ | 2.87 % |
| 2026/03/31 | VBR | VANGUARD INDEX FDS | 0.64% | 2.457 M $ | 11308 | 2018/06/30 | 36.445 K $ | 2.58 % |
| 2026/03/31 | SPY | STATE STR SPDR S&P 500 ETF T | 0.57% | 2.182 M $ | 3355 | 2018/06/30 | -107.624 K $ | -4.63 % |
| 2026/03/31 | SCHJ | SCHWAB STRATEGIC TR | 0.54% | 2.060 M $ | 83313 | 2025/09/30 | -14.291 K $ | -0.68 % |
| 2026/03/31 | SCHO | SCHWAB STRATEGIC TR | 0.53% | 2.049 M $ | 84422 | 2024/09/30 | -9.391 K $ | -0.41 % |
| 2026/03/31 | NVDA | NVIDIA CORPORATION | 0.47% | 1.797 M $ | 10304 | 2023/09/30 | -96.582 K $ | -6.49 % |
| 2026/03/31 | IWM | ISHARES TR | 0.46% | 1.783 M $ | 7191 | 2018/06/30 | 13.231 K $ | 0.75 % |
| 2026/03/31 | VOE | VANGUARD INDEX FDS | 0.45% | 1.719 M $ | 9326 | 2025/03/31 | 12.976 K $ | 3.90 % |
| 2026/03/31 | SHYG | ISHARES TR | 0.44% | 1.693 M $ | 40022 | 2025/09/30 | -24.424 K $ | -1.31 % |
| 2026/03/31 | VOO | VANGUARD INDEX FDS | 0.42% | 1.611 M $ | 2696 | 2018/06/30 | -48.156 K $ | -4.72 % |
| 2026/03/31 | VTV | VANGUARD INDEX FDS | 0.41% | 1.583 M $ | 8068 | 2025/09/30 | 13.160 K $ | 2.73 % |
| 2026/03/31 | VEA | VANGUARD TAX-MANAGED FDS | 0.41% | 1.577 M $ | 24613 | 2018/06/30 | 39.411 K $ | 2.58 % |
| 2026/03/31 | FNDX | SCHWAB STRATEGIC TR | 0.40% | 1.532 M $ | 54995 | 2025/09/30 | 36.064 K $ | 2.35 % |
| 2026/03/31 | MSFT | MICROSOFT CORP | 0.39% | 1.508 M $ | 4073 | 2018/06/30 | -390.267 K $ | -23.46 % |
| 2026/03/31 | FNDF | SCHWAB STRATEGIC TR | 0.39% | 1.492 M $ | 30491 | 2025/09/30 | 113.024 K $ | 8.23 % |
| 2026/03/31 | ISCB | ISHARES TR | 0.36% | 1.401 M $ | 21528 | 2018/06/30 | 1.828 K $ | 0.12 % |
| 2026/03/31 | ILCV | ISHARES TR | 0.36% | 1.393 M $ | 14959 | 2018/06/30 | -18.318 K $ | -1.29 % |
| 2026/03/31 | TSLA | TESLA INC | 0.33% | 1.274 M $ | 3428 | 2025/09/30 | -60.660 K $ | -17.34 % |
| 2026/03/31 | SPDW | SPDR INDEX SHS FDS | 0.33% | 1.263 M $ | 27674 | 2025/09/30 | 34.171 K $ | 2.79 % |
| 2026/03/31 | VOT | VANGUARD INDEX FDS | 0.33% | 1.255 M $ | 4877 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | IVLU | ISHARES TR | 0.31% | 1.207 M $ | 30420 | 2025/09/30 | 53.742 K $ | 4.28 % |
| 2026/03/31 | VBK | VANGUARD INDEX FDS | 0.31% | 1.199 M $ | 3965 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | RWO | SPDR INDEX SHS FDS | 0.31% | 1.190 M $ | 25994 | 2018/06/30 | 20.060 K $ | 1.67 % |
| 2026/03/31 | STIP | ISHARES TR | 0.31% | 1.178 M $ | 11393 | 2025/09/30 | 13.451 K $ | 1.02 % |
| 2026/03/31 | XCEM | COLUMBIA ETF TR II | 0.30% | 1.171 M $ | 28697 | 2022/09/30 | 77.057 K $ | 6.39 % |
| 2026/03/31 | VT | VANGUARD INTL EQUITY INDEX F | 0.29% | 1.130 M $ | 8166 | 2018/06/30 | -27.786 K $ | -1.94 % |
| 2026/03/31 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.29% | 1.124 M $ | 2346 | 2018/06/30 | -48.940 K $ | -4.67 % |
| 2026/03/31 | FLOT | ISHARES TR | 0.28% | 1.073 M $ | 21061 | 2025/09/30 | 2.130 K $ | 0.18 % |
| 2026/03/31 | FNDA | SCHWAB STRATEGIC TR | 0.26% | 1.002 M $ | 30892 | 2025/09/30 | 29.142 K $ | 2.92 % |
| 2026/03/31 | DFGR | DIMENSIONAL ETF TRUST | 0.26% | 997.113 K $ | 37514 | 2025/12/31 | 1.225 K $ | 0.61 % |
| 2026/03/31 | SCHD | SCHWAB STRATEGIC TR | 0.25% | 977.785 K $ | 31870 | 2025/09/30 | 98.237 K $ | 11.85 % |
| 2026/03/31 | QQQ | INVESCO QQQ TR | 0.25% | 973.847 K $ | 1687 | 2018/06/30 | -113.357 K $ | -6.04 % |
| 2026/03/31 | BIL | SPDR SERIES TRUST | 0.25% | 947.220 K $ | 10336 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | IWP | ISHARES TR | 0.25% | 942.175 K $ | 7354 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | AVGO | BROADCOM INC | 0.24% | 912.221 K $ | 2947 | 2024/03/31 | -83.278 K $ | -10.57 % |
| 2026/03/31 | GOOGL | ALPHABET INC | 0.23% | 890.009 K $ | 3095 | 2024/06/30 | -58.511 K $ | -8.13 % |
| 2026/03/31 | SPMD | SPDR SERIES TRUST | 0.22% | 864.612 K $ | 14600 | 2025/09/30 | 19.875 K $ | 2.26 % |
| 2026/03/31 | VIOG | VANGUARD ADMIRAL FDS INC | 0.22% | 852.620 K $ | 6851 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | CINF | CINCINNATI FINL CORP | 0.22% | 845.120 K $ | 5371 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | FNDE | SCHWAB STRATEGIC TR | 0.21% | 804.466 K $ | 21026 | 2025/09/30 | 49.055 K $ | 6.10 % |
| 2026/03/31 | IMCV | ISHARES TR | 0.20% | 787.830 K $ | 9292 | 2025/09/30 | 23.613 K $ | 2.98 % |
| 2026/03/31 | IJJ | ISHARES TR | 0.20% | 774.216 K $ | 5843 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | GSEW | GOLDMAN SACHS ETF TR | 0.20% | 765.264 K $ | 9039 | 2025/09/30 | -4.221 K $ | -0.54 % |
| 2026/03/31 | IAUM | ISHARES GOLD TR | 0.19% | 748.508 K $ | 16028 | 2025/09/30 | 63.400 K $ | 8.63 % |
| 2026/03/31 | AVES | AMERICAN CENTY ETF TR | 0.19% | 746.032 K $ | 12438 | 2025/09/30 | 20.644 K $ | 2.86 % |
| 2026/03/31 | AMZN | AMAZON COM INC | 0.19% | 737.068 K $ | 3539 | 2023/12/31 | -53.308 K $ | -9.77 % |
| 2026/03/31 | IVW | ISHARES TR | 0.19% | 724.610 K $ | 6406 | 2018/06/30 | -52.130 K $ | -8.23 % |
| 2026/03/31 | JPM | JPMORGAN CHASE & CO | 0.19% | 722.955 K $ | 2458 | 2024/03/31 | -64.425 K $ | -8.71 % |
| 2026/03/31 | IAGG | ISHARES TR | 0.19% | 721.777 K $ | 14424 | 2025/09/30 | 467.000 $ | 0.06 % |
| 2026/03/31 | EFA | ISHARES TR | 0.18% | 702.930 K $ | 7237 | 2018/06/30 | 7.960 K $ | 1.15 % |
| 2026/03/31 | GWX | SPDR INDEX SHS FDS | 0.18% | 702.834 K $ | 16643 | 2018/06/30 | 22.800 K $ | 3.35 % |
| 2026/03/31 | UNH | UNITEDHEALTH GROUP INC | 0.18% | 692.164 K $ | 2558 | 2018/06/30 | -151.061 K $ | -18.03 % |
| 2026/03/31 | IWR | ISHARES TR | 0.17% | 664.791 K $ | 6837 | 2018/06/30 | 6.563 K $ | 1.00 % |
| 2026/03/31 | FNDC | SCHWAB STRATEGIC TR | 0.17% | 663.687 K $ | 14316 | 2025/09/30 | 27.839 K $ | 4.06 % |
| 2026/03/31 | IWC | ISHARES TR | 0.17% | 656.955 K $ | 4116 | 2018/06/30 | 7.861 K $ | 1.21 % |
| 2026/03/31 | SMH | VANECK ETF TRUST | 0.17% | 653.692 K $ | 1705 | 2024/06/30 | 32.764 K $ | 6.46 % |
| 2026/03/31 | ISHG | ISHARES TR | 0.17% | 651.115 K $ | 8777 | 2025/09/30 | -9.728 K $ | -1.41 % |
| 2026/03/31 | EEM | ISHARES TR | 0.17% | 638.718 K $ | 11247 | 2018/06/30 | 23.537 K $ | 3.80 % |
| 2026/03/31 | SPYV | SPDR SERIES TRUST | 0.17% | 637.035 K $ | 11259 | 2025/09/30 | -2.363 K $ | -0.40 % |
| 2026/03/31 | GLTR | ABRDN PRECIOUS METALS BASKET | 0.15% | 571.297 K $ | 2612 | 2025/09/30 | 38.494 K $ | 6.38 % |
| 2026/03/31 | SCHP | SCHWAB STRATEGIC TR | 0.15% | 564.478 K $ | 21213 | 2025/09/30 | 2.963 K $ | 0.45 % |
| 2026/03/31 | PEP | PEPSICO INC | 0.15% | 564.169 K $ | 3633 | 2018/06/30 | 38.099 K $ | 8.20 % |
| 2026/03/31 | DFIV | DIMENSIONAL ETF TRUST | 0.14% | 551.681 K $ | 10452 | 2021/09/30 | 30.090 K $ | 5.77 % |
| 2026/03/31 | BND | VANGUARD BD INDEX FDS | 0.14% | 545.907 K $ | 7413 | 2024/03/31 | -3.102 K $ | -0.58 % |
| 2026/03/31 | IWO | ISHARES TR | 0.14% | 541.950 K $ | 1727 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | ICSH | ISHARES TR | 0.14% | 541.128 K $ | 10690 | 2025/09/30 | 446.000 $ | 0.08 % |
| 2026/03/31 | EPS | WISDOMTREE TR | 0.14% | 538.274 K $ | 7903 | 2025/09/30 | -23.067 K $ | -3.88 % |
| 2026/03/31 | FPEI | FIRST TR EXCH TRADED FD III | 0.13% | 512.202 K $ | 26958 | 2025/09/30 | -10.513 K $ | -2.01 % |
| 2026/03/31 | USB | US BANCORP | 0.13% | 511.911 K $ | 9843 | 2024/12/31 | -14.103 K $ | -2.53 % |
| 2026/03/31 | IVE | ISHARES TR | 0.13% | 509.857 K $ | 2415 | 2025/12/31 | -1.771 K $ | -0.43 % |