45 is the total number of securities Carlsbad Wealth Advisory Group, Inc. has owned. The longest Carlsbad Wealth Advisory Group, Inc. has owned a single stock is 1 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| SCHX | SCHWAB STRATEGIC TR | 1 | 1 | 15.03% | 15.03% | 15.03% | Q2 2023 | Q2 2023 | 1 |
| SCHG | SCHWAB STRATEGIC TR | 1 | 1 | 13.65% | 13.65% | 13.65% | Q2 2023 | Q2 2023 | 1 |
| SCHV | SCHWAB STRATEGIC TR | 1 | 1 | 11.26% | 11.26% | 11.26% | Q2 2023 | Q2 2023 | 1 |
| VEA | VANGUARD TAX-MANAGED FDS | 1 | 1 | 9.77% | 9.77% | 9.77% | Q2 2023 | Q2 2023 | 1 |
| SCHP | SCHWAB STRATEGIC TR | 1 | 1 | 6.58% | 6.58% | 6.58% | Q2 2023 | Q2 2023 | 1 |
| BIV | VANGUARD BD INDEX FDS | 1 | 1 | 6.06% | 6.06% | 6.06% | Q2 2023 | Q2 2023 | 1 |
| BSV | VANGUARD BD INDEX FDS | 1 | 1 | 4.90% | 4.90% | 4.90% | Q2 2023 | Q2 2023 | 1 |
| SCHA | SCHWAB STRATEGIC TR | 1 | 1 | 4.09% | 4.09% | 4.09% | Q2 2023 | Q2 2023 | 1 |
| SCHF | SCHWAB STRATEGIC TR | 1 | 1 | 3.15% | 3.15% | 3.15% | Q2 2023 | Q2 2023 | 1 |
| HD | HOME DEPOT INC | 1 | 1 | 3.06% | 3.06% | 3.06% | Q2 2023 | Q2 2023 | 1 |
| BLV | VANGUARD BD INDEX FDS | 1 | 1 | 2.94% | 2.94% | 2.94% | Q2 2023 | Q2 2023 | 1 |
| SCHZ | SCHWAB STRATEGIC TR | 1 | 1 | 2.56% | 2.56% | 2.56% | Q2 2023 | Q2 2023 | 1 |
| SCHH | SCHWAB STRATEGIC TR | 1 | 1 | 2.41% | 2.41% | 2.41% | Q2 2023 | Q2 2023 | 1 |
| AAPL | APPLE INC | 1 | 1 | 1.90% | 1.90% | 1.90% | Q2 2023 | Q2 2023 | 1 |
| VWO | VANGUARD INTL EQUITY I... | 1 | 1 | 1.79% | 1.79% | 1.79% | Q2 2023 | Q2 2023 | 1 |
| HYLB | DBX ETF TR | 1 | 1 | 1.14% | 1.14% | 1.14% | Q2 2023 | Q2 2023 | 1 |
| USHY | ISHARES TR | 1 | 1 | 1.04% | 1.04% | 1.04% | Q2 2023 | Q2 2023 | 1 |
| VTIP | VANGUARD MALVERN FDS | 1 | 1 | 0.92% | 0.92% | 0.92% | Q2 2023 | Q2 2023 | 1 |
| LMT | LOCKHEED MARTIN CORP | 1 | 1 | 0.82% | 0.82% | 0.82% | Q2 2023 | Q2 2023 | 1 |
| VUG | VANGUARD INDEX FDS | 1 | 1 | 0.59% | 0.59% | 0.59% | Q2 2023 | Q2 2023 | 1 |
| SCHC | SCHWAB STRATEGIC TR | 1 | 1 | 0.47% | 0.47% | 0.47% | Q2 2023 | Q2 2023 | 1 |
| BND | VANGUARD BD INDEX FDS | 1 | 1 | 0.46% | 0.46% | 0.46% | Q2 2023 | Q2 2023 | 1 |
| VV | VANGUARD INDEX FDS | 1 | 1 | 0.42% | 0.42% | 0.42% | Q2 2023 | Q2 2023 | 1 |
| VB | VANGUARD INDEX FDS | 1 | 1 | 0.42% | 0.42% | 0.42% | Q2 2023 | Q2 2023 | 1 |
| SCHE | SCHWAB STRATEGIC TR | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2023 | Q2 2023 | 1 |
| VEU | VANGUARD INTL EQUITY I... | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2023 | Q2 2023 | 1 |
| AGG | ISHARES TR | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2023 | Q2 2023 | 1 |
| VTI | VANGUARD INDEX FDS | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2023 | Q2 2023 | 1 |
| VTV | VANGUARD INDEX FDS | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2023 | Q2 2023 | 1 |
| COST | COSTCO WHSL CORP NEW | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2023 | Q2 2023 | 1 |
| MSFT | MICROSOFT CORP | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2023 | Q2 2023 | 1 |
| HYG | ISHARES TR | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2023 | Q2 2023 | 1 |
| PFF | ISHARES TR | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2023 | Q2 2023 | 1 |
| JNK | SPDR SER TR | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2023 | Q2 2023 | 1 |
| VNQ | VANGUARD INDEX FDS | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2023 | Q2 2023 | 1 |
| O | REALTY INCOME CORP | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2023 | Q2 2023 | 1 |
| AMZN | AMAZON COM INC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2023 | Q2 2023 | 1 |
| SPY | SPDR S&P 500 ETF TR | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2023 | Q2 2023 | 1 |
| ETN | EATON CORP PLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2023 | Q2 2023 | 1 |
| WMT | WALMART INC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
| JPST | J P MORGAN EXCHANGE TR... | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
| PGX | INVESCO EXCH TRADED FD... | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
| PSLV | SPROTT PHYSICAL SILVER TR | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
| LFVN | LIFEVANTAGE CORP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
| PLM | POLYMET MNG CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
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The securities at the top of the list , including SCHWAB STRATEGIC TR, SCHWAB STRATEGIC TR, and SCHWAB STRATEGIC TR, are the highest-conviction holdings of Carlsbad Wealth Advisory Group, Inc..
The conviction is calculated by counting the number of quarters a security has been reported by Carlsbad Wealth Advisory Group, Inc.. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Carlsbad Wealth Advisory Group, Inc. owns currently or has owned in the past.