Tull Financial Group, Inc.
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in Tull Financial Group, Inc.
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | SPLG | SPDR SERIES TRUST | 23.57% | 52.784 M $ | 689630 | 2024/09/30 | -2.471 M $ | -4.59 % |
| 2026/03/31 | VCRB | VANGUARD MALVERN FDS | 16.65% | 37.301 M $ | 482044 | 2024/09/30 | -247.470 K $ | -0.67 % |
| 2026/03/31 | IEFA | ISHARES TR | 12.93% | 28.966 M $ | 319962 | 2024/09/30 | 356.221 K $ | 1.20 % |
| 2026/03/31 | SPY | STATE STR SPDR S&P 500 ETF T | 11.27% | 25.250 M $ | 38826 | 2024/09/30 | -1.238 M $ | -4.63 % |
| 2026/03/31 | DYNF | BLACKROCK ETF TRUST | 9.98% | 22.344 M $ | 384045 | 2024/12/31 | -580.569 K $ | -4.32 % |
| 2026/03/31 | JQUA | J P MORGAN EXCHANGE TRADED F | 9.21% | 20.631 M $ | 336446 | 2024/09/30 | -1.099 M $ | -2.94 % |
| 2026/03/31 | VYMI | VANGUARD WHITEHALL FDS | 7.53% | 16.871 M $ | 179016 | 2024/09/30 | 738.781 K $ | 4.71 % |
| 2026/03/31 | VWO | VANGUARD INTL EQUITY INDEX F | 3.23% | 7.238 M $ | 133911 | 2024/09/30 | 28.890 K $ | 0.54 % |
| 2026/03/31 | SCHD | SCHWAB STRATEGIC TR | 0.66% | 1.467 M $ | 47821 | 2024/09/30 | 226.489 K $ | 11.85 % |
| 2026/03/31 | IWF | ISHARES TR | 0.52% | 1.161 M $ | 2723 | 2024/09/30 | -127.708 K $ | -9.91 % |
| 2026/03/31 | NVDA | NVIDIA CORPORATION | 0.47% | 1.057 M $ | 6060 | 2024/09/30 | -73.592 K $ | -6.49 % |
| 2026/03/31 | NSC | NORFOLK SOUTHN CORP | 0.44% | 989.600 K $ | 3448 | 2024/09/30 | -5.994 K $ | -0.60 % |
| 2026/03/31 | VOO | VANGUARD INDEX FDS | 0.43% | 957.041 K $ | 1602 | 2024/09/30 | -44.429 K $ | -4.72 % |
| 2026/03/31 | AAPL | APPLE INC | 0.38% | 860.938 K $ | 3392 | 2024/09/30 | -66.985 K $ | -6.65 % |
| 2026/03/31 | MSFT | MICROSOFT CORP | 0.27% | 613.977 K $ | 1659 | 2024/12/31 | -196.268 K $ | -23.45 % |
| 2026/03/31 | TSLA | TESLA INC | 0.27% | 597.031 K $ | 1606 | 2024/09/30 | -125.297 K $ | -17.34 % |
| 2026/03/31 | AMZN | AMAZON COM INC | 0.26% | 586.488 K $ | 2816 | 2024/09/30 | -64.041 K $ | -9.77 % |
| 2026/03/31 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.21% | 473.450 K $ | 988 | 2024/09/30 | -23.262 K $ | -4.67 % |
| 2026/03/31 | IXN | ISHARES TR | 0.21% | 466.660 K $ | 4668 | 2024/09/30 | -23.480 K $ | -4.79 % |
| 2026/03/31 | SCHG | SCHWAB STRATEGIC TR | 0.19% | 415.417 K $ | 14261 | 2024/12/31 | -52.035 K $ | -10.70 % |
| 2026/03/31 | VEA | VANGUARD TAX-MANAGED FDS | 0.17% | 371.537 K $ | 5798 | 2024/09/30 | 9.642 K $ | 2.58 % |
| 2026/03/31 | IEF | ISHARES TR | 0.15% | 340.602 K $ | 3569 | 2025/06/30 | -2.553 K $ | -0.75 % |
| 2026/03/31 | VTI | VANGUARD INDEX FDS | 0.14% | 304.096 K $ | 948 | 2024/12/31 | -12.435 K $ | -4.31 % |
| 2026/03/31 | GOOGL | ALPHABET INC | 0.13% | 293.886 K $ | 1022 | 2025/12/31 | -25.974 K $ | -8.13 % |
| 2026/03/31 | VOOV | VANGUARD ADMIRAL FDS INC | 0.12% | 272.034 K $ | 1335 | 2024/12/31 | -1.332 K $ | -0.52 % |
| 2026/03/31 | DIA | STATE STR SPDR DOW JONES IND | 0.12% | 260.618 K $ | 563 | 2024/09/30 | -9.784 K $ | -3.62 % |
| 2026/03/31 | PG | PROCTER & GAMBLE CO | 0.11% | 245.867 K $ | 1702 | 2024/09/30 | 2.064 K $ | 0.79 % |
| 2026/03/31 | XLK | SELECT SECTOR SPDR TR | 0.11% | 244.696 K $ | 1841 | 2025/06/30 | -19.250 K $ | -7.69 % |
| 2026/03/31 | TOWN | TOWNEBANK PORTSMOUTH VA | 0.10% | 217.387 K $ | 6456 | 2024/12/31 | 1.933 K $ | 0.90 % |
| 2026/03/31 | META | META PLATFORMS INC | 0.10% | 212.832 K $ | 372 | 2025/06/30 | -32.633 K $ | -13.33 % |
| 2026/03/31 | DLTR | DOLLAR TREE INC | 0.09% | 200.513 K $ | 1831 | 2025/12/31 | -24.718 K $ | -10.97 % |
| 2026/03/31 | IWD | ISHARES TR | 0.00% | 0.000 $ | 0 | 2025/06/30 | 0.000 $ | 0.00 % |