Secure Asset Management, LLC
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in Secure Asset Management, LLC
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | VGIT | VANGUARD SCOTTSDALE FDS | 5.86% | 37.013 M $ | 621539 | 2024/09/30 | -211.341 K $ | -0.63 % |
| 2026/03/31 | NVDA | NVIDIA CORPORATION | 3.89% | 24.585 M $ | 140967 | 2021/06/30 | -1.628 M $ | -6.49 % |
| 2026/03/31 | VOO | VANGUARD INDEX FDS | 2.76% | 17.454 M $ | 29209 | 2019/12/31 | -1.003 M $ | -4.72 % |
| 2026/03/31 | QQQM | INVESCO EXCH TRADED FD TR II | 2.51% | 15.839 M $ | 66659 | 2023/09/30 | -973.615 K $ | -6.05 % |
| 2026/03/31 | AAPL | APPLE INC | 2.45% | 15.491 M $ | 61040 | 2019/12/31 | -1.118 M $ | -6.65 % |
| 2026/03/31 | IVV | ISHARES TR | 2.38% | 15.015 M $ | 22987 | 2019/12/31 | -681.814 K $ | -4.63 % |
| 2026/03/31 | SRLN | SSGA ACTIVE ETF TR | 2.26% | 14.294 M $ | 356099 | 2020/12/31 | -355.868 K $ | -2.74 % |
| 2026/03/31 | IGSB | ISHARES TR | 2.21% | 13.968 M $ | 265755 | 2025/03/31 | -76.504 K $ | -0.61 % |
| 2026/03/31 | LMBS | FIRST TR EXCHANGE-TRADED FD | 2.19% | 13.850 M $ | 278055 | 2024/09/30 | -45.471 K $ | -0.36 % |
| 2026/03/31 | JMBS | JANUS DETROIT STR TR | 2.19% | 13.807 M $ | 305601 | 2024/09/30 | -139.842 K $ | -1.12 % |
| 2026/03/31 | JAAA | JANUS DETROIT STR TR | 1.80% | 11.402 M $ | 226357 | 2024/06/30 | -48.273 K $ | -0.42 % |
| 2026/03/31 | VT | VANGUARD INTL EQUITY INDEX F | 1.41% | 8.924 M $ | 64515 | 2023/09/30 | -163.202 K $ | -1.94 % |
| 2026/03/31 | MSFT | MICROSOFT CORP | 1.40% | 8.841 M $ | 23884 | 2019/12/31 | -2.503 M $ | -23.46 % |
| 2026/03/31 | COST | COSTCO WHOLESALE CORPORATION | 1.38% | 8.722 M $ | 8754 | 2022/12/31 | 1.076 M $ | 15.55 % |
| 2026/03/31 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 1.28% | 8.093 M $ | 190235 | 2024/12/31 | -203.596 K $ | -2.52 % |
| 2026/03/31 | TSLA | TESLA INC | 1.27% | 8.031 M $ | 21604 | 2020/12/31 | -1.548 M $ | -17.34 % |
| 2026/03/31 | AMZN | AMAZON COM INC | 1.12% | 7.095 M $ | 34064 | 2019/12/31 | -683.625 K $ | -9.77 % |
| 2026/03/31 | GOF | GUGGENHEIM STRATEGIC OPPORTU | 1.09% | 6.870 M $ | 623443 | 2024/06/30 | -1.015 M $ | -14.44 % |
| 2026/03/31 | VTIP | VANGUARD MALVERN FDS | 1.01% | 6.407 M $ | 128278 | 2021/03/31 | 37.858 K $ | 0.99 % |
| 2026/03/31 | SCHG | SCHWAB STRATEGIC TR | 0.97% | 6.157 M $ | 211357 | 2023/09/30 | -624.755 K $ | -10.70 % |
| 2026/03/31 | LLY | ELI LILLY & CO | 0.97% | 6.154 M $ | 6691 | 2022/03/31 | -1.048 M $ | -14.41 % |
| 2026/03/31 | GOOGL | ALPHABET INC | 0.95% | 5.997 M $ | 20856 | 2020/06/30 | -541.083 K $ | -8.13 % |
| 2026/03/31 | BIV | VANGUARD BD INDEX FDS | 0.91% | 5.746 M $ | 74449 | 2025/06/30 | -33.477 K $ | -0.90 % |
| 2026/03/31 | SPY | STATE STR SPDR S&P 500 ETF T | 0.90% | 5.685 M $ | 8741 | 2019/12/31 | -347.032 K $ | -4.63 % |
| 2026/03/31 | AVGO | BROADCOM INC | 0.89% | 5.598 M $ | 18088 | 2021/12/31 | -222.686 K $ | -10.57 % |
| 2026/03/31 | LRCX | LAM RESEARCH CORP | 0.85% | 5.367 M $ | 25117 | 2025/03/31 | 1.360 M $ | 24.82 % |
| 2026/03/31 | V | VISA INC | 0.84% | 5.314 M $ | 17582 | 2019/12/31 | -751.091 K $ | -13.82 % |
| 2026/03/31 | WMT | WALMART INC | 0.82% | 5.160 M $ | 41522 | 2019/12/31 | 623.551 K $ | 11.55 % |
| 2026/03/31 | PLTR | PALANTIR TECHNOLOGIES INC | 0.79% | 4.984 M $ | 34074 | 2024/12/31 | -231.052 K $ | -17.70 % |
| 2026/03/31 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 0.79% | 4.967 M $ | 14699 | 2024/09/30 | 573.161 K $ | 11.21 % |
| 2026/03/31 | CRWD | CROWDSTRIKE HLDGS INC | 0.77% | 4.855 M $ | 12436 | 2024/03/31 | -783.343 K $ | -16.71 % |
| 2026/03/31 | VO | VANGUARD INDEX FDS | 0.75% | 4.755 M $ | 16559 | 2020/06/30 | -19.076 K $ | -1.05 % |
| 2026/03/31 | MCD | MCDONALDS CORP | 0.73% | 4.583 M $ | 14745 | 2019/12/31 | 75.310 K $ | 1.69 % |
| 2026/03/31 | IBIT | ISHARES BITCOIN TRUST ETF | 0.70% | 4.393 M $ | 114338 | 2024/06/30 | -806.145 K $ | -22.62 % |
| 2026/03/31 | UBER | UBER TECHNOLOGIES INC | 0.68% | 4.291 M $ | 59660 | 2024/12/31 | -449.078 K $ | -11.97 % |
| 2026/03/31 | QQQ | INVESCO QQQ TR | 0.67% | 4.254 M $ | 7371 | 2021/03/31 | -332.721 K $ | -6.04 % |
| 2026/03/31 | XOM | EXXON MOBIL CORP | 0.66% | 4.176 M $ | 24616 | 2019/12/31 | 1.405 M $ | 40.98 % |
| 2026/03/31 | ASTS | AST SPACEMOBILE INC | 0.64% | 4.048 M $ | 48844 | 2025/06/30 | 543.457 K $ | 14.10 % |
| 2026/03/31 | GNRC | GENERAC HLDGS INC | 0.64% | 4.041 M $ | 20689 | 2023/06/30 | 1.227 M $ | 43.24 % |
| 2026/03/31 | SCHW | SCHWAB CHARLES CORP | 0.64% | 4.040 M $ | 42986 | 2023/03/31 | -235.379 K $ | -5.94 % |
| 2026/03/31 | MIRM | MIRUM PHARMACEUTICALS INC | 0.64% | 4.032 M $ | 43646 | 2022/12/31 | 674.641 K $ | 16.95 % |
| 2026/03/31 | BMRN | BIOMARIN PHARMACEUTICAL INC | 0.63% | 3.978 M $ | 70420 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | FSLR | FIRST SOLAR INC | 0.63% | 3.973 M $ | 20141 | 2024/03/31 | -1.099 M $ | -24.49 % |
| 2026/03/31 | OUSM | ALPS ETF TR | 0.62% | 3.923 M $ | 89685 | 2023/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | BBEU | J P MORGAN EXCHANGE TRADED F | 0.61% | 3.884 M $ | 53633 | 2024/12/31 | -44.828 K $ | -1.21 % |
| 2026/03/31 | ZS | ZSCALER INC | 0.60% | 3.803 M $ | 27106 | 2025/03/31 | -107.564 K $ | -37.63 % |
| 2026/03/31 | LDOS | LEIDOS HOLDINGS INC | 0.58% | 3.686 M $ | 23701 | 2025/09/30 | -502.252 K $ | -13.79 % |
| 2026/03/31 | ORKA | ORUKA THERAPEUTICS INC | 0.56% | 3.552 M $ | 72422 | 2025/12/31 | 1.530 M $ | 61.83 % |
| 2026/03/31 | FIX | COMFORT SYS USA INC | 0.56% | 3.517 M $ | 2551 | 2025/03/31 | 1.950 M $ | 47.75 % |
| 2026/03/31 | MCI | BARINGS CORPORATE INVS | 0.55% | 3.463 M $ | 200848 | 2024/06/30 | -108.233 K $ | -5.01 % |
| 2026/03/31 | GEV | GE VERNOVA INC | 0.53% | 3.338 M $ | 3824 | 2024/06/30 | 661.937 K $ | 33.56 % |
| 2026/03/31 | CVX | CHEVRON CORPORATION | 0.52% | 3.268 M $ | 15796 | 2019/12/31 | 966.489 K $ | 35.75 % |
| 2026/03/31 | IUSB | ISHARES TR | 0.51% | 3.249 M $ | 70341 | 2025/06/30 | -21.174 K $ | -0.75 % |
| 2026/03/31 | NEAR | ISHARES U S ETF TR | 0.51% | 3.246 M $ | 63854 | 2025/06/30 | -14.155 K $ | -0.51 % |
| 2026/03/31 | MRK | MERCK & CO INC | 0.50% | 3.164 M $ | 26305 | 2019/12/31 | 419.306 K $ | 14.28 % |
| 2026/03/31 | VZ | VERIZON COMMUNICATIONS INC | 0.50% | 3.153 M $ | 62803 | 2019/12/31 | 612.244 K $ | 23.25 % |
| 2026/03/31 | FTEC | FIDELITY COVINGTON TRUST | 0.48% | 3.061 M $ | 14714 | 2019/12/31 | -261.665 K $ | -7.40 % |
| 2026/03/31 | META | META PLATFORMS INC | 0.48% | 3.016 M $ | 5271 | 2019/12/31 | -512.982 K $ | -13.33 % |
| 2026/03/31 | PG | PROCTER & GAMBLE CO | 0.47% | 2.998 M $ | 20756 | 2019/12/31 | 21.735 K $ | 0.79 % |
| 2026/03/31 | BLV | VANGUARD BD INDEX FDS | 0.47% | 2.958 M $ | 43011 | 2025/06/30 | -39.334 K $ | -1.06 % |
| 2026/03/31 | WM | WASTE MGMT INC DEL | 0.46% | 2.896 M $ | 12601 | 2024/09/30 | 132.017 K $ | 4.59 % |
| 2026/03/31 | KO | COCA COLA CO | 0.46% | 2.882 M $ | 37896 | 2019/12/31 | 248.823 K $ | 8.78 % |
| 2026/03/31 | BAC | BANK AMERICA CORP | 0.44% | 2.798 M $ | 57404 | 2024/03/31 | -336.012 K $ | -11.36 % |
| 2026/03/31 | SCHV | SCHWAB STRATEGIC TR | 0.44% | 2.788 M $ | 91401 | 2025/06/30 | 70.172 K $ | 3.01 % |
| 2026/03/31 | QVOY | ULTIMUS MANAGERS TR | 0.42% | 2.648 M $ | 94288 | 2022/12/31 | 10.029 K $ | 4.39 % |
| 2026/03/31 | GLD | SPDR GOLD TR | 0.41% | 2.600 M $ | 6043 | 2023/09/30 | 204.083 K $ | 8.57 % |
| 2026/03/31 | ORCL | ORACLE CORP | 0.41% | 2.586 M $ | 17576 | 2024/06/30 | -617.432 K $ | -24.52 % |
| 2026/03/31 | IREN | IREN LIMITED | 0.40% | 2.525 M $ | 73667 | 2025/12/31 | -124.341 K $ | -9.24 % |
| 2026/03/31 | MSTR | STRATEGY INC | 0.40% | 2.498 M $ | 20020 | 2024/06/30 | -550.357 K $ | -17.87 % |
| 2026/03/31 | FIGR | FIGURE TECHNOLOGY SOLUTIO | 0.39% | 2.448 M $ | 72107 | 2025/12/31 | -320.571 K $ | -16.87 % |
| 2026/03/31 | IWD | ISHARES TR | 0.38% | 2.424 M $ | 11347 | 2019/12/31 | 41.708 K $ | 1.58 % |
| 2026/03/31 | HD | HOME DEPOT INC | 0.37% | 2.331 M $ | 7086 | 2019/12/31 | -104.766 K $ | -4.42 % |
| 2026/03/31 | XLU | SELECT SECTOR SPDR TR | 0.37% | 2.313 M $ | 50406 | 2025/09/30 | 154.147 K $ | 7.50 % |
| 2026/03/31 | KR | KROGER CO | 0.37% | 2.312 M $ | 31958 | 2019/12/31 | 309.579 K $ | 15.81 % |
| 2026/03/31 | GS | GOLDMAN SACHS GROUP INC | 0.36% | 2.249 M $ | 2658 | 2021/06/30 | -58.658 K $ | -3.76 % |
| 2026/03/31 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.35% | 2.204 M $ | 4599 | 2022/03/31 | -117.812 K $ | -4.67 % |
| 2026/03/31 | FITB | FIFTH THIRD BANCORP | 0.35% | 2.185 M $ | 47040 | 2025/03/31 | -15.010 K $ | -0.75 % |
| 2026/03/31 | PM | PHILIP MORRIS INTL INC | 0.34% | 2.156 M $ | 13040 | 2023/09/30 | 64.012 K $ | 3.08 % |
| 2026/03/31 | WTRG | ESSENTIAL UTILS INC | 0.34% | 2.140 M $ | 53138 | 2023/12/31 | 96.042 K $ | 4.98 % |
| 2026/03/31 | NEM | NEWMONT CORP | 0.34% | 2.122 M $ | 19604 | 2022/03/31 | 201.280 K $ | 8.41 % |
| 2026/03/31 | EWBC | EAST WEST BANCORP INC | 0.34% | 2.120 M $ | 19858 | 2025/03/31 | -100.703 K $ | -5.01 % |
| 2026/03/31 | VTI | VANGUARD INDEX FDS | 0.34% | 2.117 M $ | 6599 | 2019/12/31 | -102.637 K $ | -4.31 % |
| 2026/03/31 | GD | GENERAL DYNAMICS CORP | 0.33% | 2.094 M $ | 6100 | 2020/12/31 | 38.959 K $ | 1.95 % |
| 2026/03/31 | EIX | EDISON INTL | 0.33% | 2.086 M $ | 28502 | 2025/03/31 | 448.255 K $ | 21.93 % |
| 2026/03/31 | DIA | STATE STR SPDR DOW JONES IND | 0.32% | 2.052 M $ | 4431 | 2023/12/31 | -97.623 K $ | -3.62 % |
| 2026/03/31 | ICE | INTERCONTINENTAL EXCHANGE IN | 0.32% | 2.046 M $ | 13010 | 2025/03/31 | -53.178 K $ | -2.89 % |
| 2026/03/31 | RSPT | INVESCO EXCHANGE TRADED FD T | 0.32% | 2.028 M $ | 44818 | 2024/06/30 | -11.206 K $ | -0.55 % |
| 2026/03/31 | ABT | ABBOTT LABORATORIES | 0.32% | 2.027 M $ | 19741 | 2025/03/31 | -345.113 K $ | -18.05 % |
| 2026/03/31 | TLTW | ISHARES TR | 0.31% | 1.985 M $ | 87753 | 2025/12/31 | -1.780 K $ | -0.22 % |
| 2026/03/31 | VICI | VICI PPTYS INC | 0.31% | 1.983 M $ | 72577 | 2023/09/30 | -46.784 K $ | -2.84 % |
| 2026/03/31 | IJR | ISHARES TR | 0.31% | 1.955 M $ | 15728 | 2019/12/31 | 78.730 K $ | 3.44 % |
| 2026/03/31 | GOOG | ALPHABET INC | 0.30% | 1.882 M $ | 6561 | 2023/09/30 | -116.677 K $ | -8.59 % |
| 2026/03/31 | VV | VANGUARD INDEX FDS | 0.29% | 1.857 M $ | 6213 | 2025/06/30 | -134.235 K $ | -5.07 % |
| 2026/03/31 | ARES | ARES MANAGEMENT CORPORATION | 0.29% | 1.833 M $ | 16797 | 2024/06/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | GE | GE AEROSPACE | 0.27% | 1.736 M $ | 6117 | 2024/03/31 | -100.678 K $ | -7.88 % |
| 2026/03/31 | IDMO | INVESCO EXCH TRADED FD TR II | 0.27% | 1.714 M $ | 31257 | 2025/09/30 | -16.967 K $ | -1.31 % |
| 2026/03/31 | IWS | ISHARES TR | 0.27% | 1.685 M $ | 11562 | 2025/12/31 | 60.425 K $ | 3.33 % |
| 2026/03/31 | PANW | PALO ALTO NETWORKS INC | 0.26% | 1.662 M $ | 10364 | 2023/12/31 | -293.915 K $ | -12.96 % |
| 2026/03/31 | T | AT&T INC | 0.26% | 1.646 M $ | 56763 | 2019/12/31 | 239.716 K $ | 16.71 % |
| 2026/03/31 | SPLG | SPDR SERIES TRUST | 0.25% | 1.610 M $ | 21033 | 2024/12/31 | -87.366 K $ | -4.59 % |