Titelia

Holdings of Selby Wealth Management, LLC

74 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 48.1 % of the equity sleeve

Sector breakdown

  • Funds 8.0 %
  • Consumer staples 2.5 %
  • Technology 1.6 %
  • Financials 0.2 %
  • Health care 0.2 %
  • Communication 0.1 %
  • Unattributed 87.3 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US74244.5M $100.00 %

Positions

RankCompanySharesValueWeight
1Jpmorgan Core Plus Bond Etf 393,90318.5M $
2JPMorgan Ultra-Short Income ETF 361,23818.3M $
3Fidelity Total Bond ETF 379,65117.3M $
4BlackRock ETF Trust II 244,63912.7M $
5PIMCO Multisector Bond Active 402,62210.5M $
6BlackRock ETF Trust 160,3119.3M $
7iShares Core S&P Small-Cap ETF 73,2249.1M $
8JPMorgan Active Growth ETF 87,6897.4M $
9ISHARES U S ETF TR 143,4437.3M $
10State Street SPDR S&P 500 ETF Trust 10,9227.1M $
11Schwab Strategic Trust 223,4396.5M $
12Procter & Gamble Co/The 42,9776.2M $
13VanEck Morningstar Wide Moat ETF 60,6965.9M $
14Vanguard Total Stock Market ETF 17,0295.5M $
15PIMCO ETF Trust 58,5265.4M $
16Vanguard High Dividend Yield E 34,3255.1M $
17Schwab U.S. Large-Cap ETF 179,4474.6M $
18VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 19,3524.2M $
19Apple Inc 15,5223.9M $
20Goldman Sachs ActiveBeta International Equity ETF 77,9113.4M $
21Schwab US Broad Market ETF 125,3633.1M $
22Capital Group Growth ETF 76,6273.1M $
23Schwab US Dividend Equity ETF 99,1123M $
24Vanguard Mid-Cap ETF 10,2542.9M $
25iShares Trust 20,4892.8M $
26iShares Trust 7,7852.8M $
27iShares MSCI Global Min Vol Factor ETF 22,2842.7M $
28Capital Group Dividend Value ETF 61,9742.6M $
29J P Morgan Exchange Traded Fund Trust 40,3272.6M $
30Invesco Russell 1000 Dynamic Multifactor ETF 42,6282.6M $
31JPMorgan Ultra-Short Municipal Income ETF 49,5802.5M $
32Capital Group New Geography Equity ETF 74,2062.3M $
33Invesco S&P 500 Low Volatility 31,1632.3M $
34Innovator Equity Man 62,5012.2M $
35iShares Core S&P Mid-Cap ETF 31,9332.2M $
36iShares Core Dividend Growth ETF 30,5332.1M $
37iShares Core 60/40 Balanced Al 32,3092.1M $
38Vanguard Whitehall Funds 20,6471.9M $
39Ssga Active Trust 47,3961.9M $
40iShares MSCI USA Min Vol Factor ETF 20,1931.9M $
41iShares Trust 9,2341.8M $
42SPDR Series Trust 8,5481.5M $
43Innovator U.S. Equity Power Bu 36,6351.5M $
44JPMorgan Income ETF 30,8031.4M $
45Goldman Sachs Access Treasury 0-1 Year ETF 14,0501.4M $
46Vanguard Small-Cap ETF 5,3201.4M $
47State Street SPDR Portfolio Emerging Markets ETF 25,9651.2M $
48TRP DIVIDEND GROWTH ETF 25,8451.2M $
49Vanguard Total World Stock ETF 8,1711.1M $
50iShares Core S&P 500 ETF 1,6741.1M $
51Innovator U.S. Equity Power Bu 25,4441.1M $
52SPDR Series Trust 12,890986.6K $
53WisdomTree Trust 17,462917.4K $
54Vanguard Growth ETF 1,958855.3K $
55iShares MSCI EAFE ETF 7,694747.3K $
56Invesco QQQ Trust Series 1 1,247719.8K $
57PIMCO Enhanced Short Maturity 7,092713.3K $
58iShares MSCI USA Momentum Factor ETF 2,970712.9K $
59iShares Core MSCI Pacific ETF 9,276709.7K $
60SPDR Series Trust 6,443630.8K $
61Schwab U.S. Small-Cap ETF 20,381592.7K $
62Wells Fargo & Co 6,904549.6K $
63State Street SPDR S&P MidCap 400 ETF Trust 697429.8K $
64J P Morgan Exchange Traded Fund Trust 7,513425.9K $
65Johnson & Johnson 1,705416.8K $
66Innovator U.S. Equity Buffer E 8,100388.7K $
67AT&T Inc 12,177353K $
68Innovator U.S. Equity Buffer E 6,200302.9K $
69iShares Core U.S. Aggregate Bond ETF 3,026300.4K $
70State Street Spdr Dow Jones Industrial Average Etf Trust 598276.8K $
71State Street SPDR S&P Dividend ETF 1,827266.6K $
72Dimensional ETF Trust 6,301244.9K $
73First Trust Rising Dividend Achievers ETF 3,498238.8K $
74iShares 0-5 Year TIPS Bond ETF 2,059213K $