BAUMAN ADVISORY GROUP, LLC

PrivateCIK: 2111802
Location

LAS VEGAS, NV

63
Positions
$142.68M
Total AUM (reported)
2M
Total Shares

Allocation by class

TOTAL AUM$142.68M63 positions
STATE STREET SPD$36.16M25.3%
NASDAQ 100 ETF$13.23M9.3%
COM$12.29M8.6%
INTL EQT ETF$9.01M6.3%
SHARES REPRESENT$8.92M6.2%
ISHARES FLEXIBLE$5.92M4.1%
S&P500 EQL WGT$5.07M3.6%

Portfolio Concentration

Top 337.9%4–1026.7%11–2522.7%Rest12.7%TOP 1064.6%0%100%
Top 3$54.07M37.9%
4–10$38.13M26.7%
11–25$32.40M22.7%
Rest$18.09M12.7%

Top 3 weight

37.9%

Top 10 weight

64.6%

Voting Authority Distribution

Total shares with voting rights: 2M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

2M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole63
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings63
Rows:

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares415.91K
TypeSH
Market value$31.83M
22.31%
Sole
0.00
Shared
0.00
None
415.91K

INVESCO EXCH TRADED FD TR II

SOLE
NASDAQ 100 ETF
Shares55.66K
TypeSH
Market value$13.23M
9.27%
Sole
0.00
Shared
0.00
None
55.66K

AMERICAN CENTY ETF TR

SOLE
INTL EQT ETF
Shares106.17K
TypeSH
Market value$9.01M
6.31%
Sole
0.00
Shared
0.00
None
106.17K

ISHARES GOLD TR

SOLE
SHARES REPRESENT
Shares190.93K
TypeSH
Market value$8.92M
6.25%
Sole
0.00
Shared
0.00
None
190.93K

BLACKROCK ETF TRUST II

SOLE
ISHARES FLEXIBLE
Shares113.91K
TypeSH
Market value$5.92M
4.15%
Sole
0.00
Shared
0.00
None
113.91K

INVESCO EXCHANGE TRADED FD T

SOLE
S&P500 EQL WGT
Shares26.40K
TypeSH
Market value$5.07M
3.55%
Sole
0.00
Shared
0.00
None
26.40K

AMERICAN CENTY ETF TR

SOLE
US SML CP VALU
Shares43.43K
TypeSH
Market value$4.80M
3.36%
Sole
0.00
Shared
0.00
None
43.43K

AMERICAN CENTY ETF TR

SOLE
INTL SMCP VLU
Shares45.87K
TypeSH
Market value$4.58M
3.21%
Sole
0.00
Shared
0.00
None
45.87K

J P MORGAN EXCHANGE TRADED F

SOLE
EQUITY PREMIUM
Shares78.57K
TypeSH
Market value$4.45M
3.12%
Sole
0.00
Shared
0.00
None
78.57K

SCHWAB STRATEGIC TR

SOLE
US DIVIDEND EQ
Shares143.44K
TypeSH
Market value$4.40M
3.08%
Sole
0.00
Shared
0.00
None
143.44K

ISHARES TR

SOLE
USD INV GRDE ETF
Shares85.04K
TypeSH
Market value$4.36M
3.05%
Sole
0.00
Shared
0.00
None
85.04K

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares185.48K
TypeSH
Market value$4.33M
3.03%
Sole
0.00
Shared
0.00
None
185.48K

AMERICAN CENTY ETF TR

SOLE
AVANTIS US SMALL
Shares55.89K
TypeSH
Market value$3.48M
2.44%
Sole
0.00
Shared
0.00
None
55.89K

ISHARES TR

SOLE
CORE US AGGBD ET
Shares28.86K
TypeSH
Market value$2.86M
2.01%
Sole
0.00
Shared
0.00
None
28.86K

APPLE INC

SOLE
COM
Shares9.03K
TypeSH
Market value$2.29M
1.61%
Sole
0.00
Shared
0.00
None
9.03K

AMERICAN CENTY ETF TR

SOLE
AVANTIS EMGMKT
Shares26.48K
TypeSH
Market value$2.13M
1.50%
Sole
0.00
Shared
0.00
None
26.48K

ZACKS TRUST

SOLE
SMALL/MID CAP
Shares47.84K
TypeSH
Market value$1.77M
1.24%
Sole
0.00
Shared
0.00
None
47.84K

VANGUARD SCOTTSDALE FDS

SOLE
SHRT TRM CORP BD
Shares18.79K
TypeSH
Market value$1.49M
1.04%
Sole
0.00
Shared
0.00
None
18.79K

INVESCO EXCHANGE TRADED FD T

SOLE
S&P500 QUALITY
Shares19.75K
TypeSH
Market value$1.48M
1.04%
Sole
0.00
Shared
0.00
None
19.75K

NEOS ETF TRUST

SOLE
NEOS S&P 500 HI
Shares29.70K
TypeSH
Market value$1.47M
1.03%
Sole
0.00
Shared
0.00
None
29.70K

JANUS DETROIT STR TR

SOLE
HENDRSON AAA CL
Shares28.94K
TypeSH
Market value$1.46M
1.02%
Sole
0.00
Shared
0.00
None
28.94K

SCHWAB STRATEGIC TR

SOLE
US TIPS ETF
Shares53.73K
TypeSH
Market value$1.43M
1.00%
Sole
0.00
Shared
0.00
None
53.73K

ISHARES TR

SOLE
CORE HIGH DV ETF
Shares10.35K
TypeSH
Market value$1.40M
0.98%
Sole
0.00
Shared
0.00
None
10.35K

COSTCO WHOLESALE CORPORATION

SOLE
COM
Shares1.29K
TypeSH
Market value$1.28M
0.90%
Sole
0.00
Shared
0.00
None
1.29K

WALMART INC

SOLE
COM
Shares9.28K
TypeSH
Market value$1.15M
0.81%
Sole
0.00
Shared
0.00
None
9.28K
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