DAGCO, INC.
Q1 2025 13F Holdings
- Locationwestlake, OH
- Num holdings
354
- Value ($000)
$309,154
- Date Filed05/12/2025
- Form type13F-HR
- CIK0001767343
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DGRO ISHARES TR | CORE DIV GRWTH | 46434V621 | $29.57M | 10 % | 478,563 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $24.97M | 8 % | 193,661 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $20.97M | 7 % | 56,557 | ||
KRE SPDR SER TR | PORTFOLIO SH TSR | 78468R101 | $20.07M | 7 % | 686,526 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $19.94M | 6 % | 713,093 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $17.61M | 6 % | 31,348 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $14.63M | 5 % | 584,248 | ||
AAPL APPLE INC | COM | 037833100 | $10.46M | 3 % | 47,097 | ||
SDVY FIRST TR EXCHANGE TRADED FD | SMID RISNG ETF | 33741X102 | $10.43M | 3 % | 311,396 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $9.07M | 3 % | 46,764 |
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