Powers Advisory Group, LLC
CIK 1927474 · Holdings on Dec 31, 2023 · First reported Jan 17, 2024
Top ten holdings
Q4 2023- SCHX14.03%
- SCHD8.12%
- DGRO5.88%
- IGSB5.46%
- SHYG4.78%
- SCHF4.12%
- VCSH3.74%
- BND3.60%
- MSFT3.39%
- SCHG3.05%
Share classes counted separately56.17%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SCHXSCHWAB US LARGE-CAP ETFUS LRG CAP ETF View history and evidence | $22.74M | 14.03% | 403.13K shares | — | ↗▾ | |
| 02 | SCHDSCHWAB US DVD EQUITY ETFUS DIVIDEND EQ View history and evidence | $13.15M | 8.12% | 172.76K shares | — | ↗▾ | |
| 03 | DGROISHARES CORE DIVIDEND GROWTHCORE DIV GRWTH View history and evidence | $9.52M | 5.88% | 176.93K shares | — | ↗▾ | |
| 04 | IGSBISHARES 1-5Y INV GRADE CORPISHS 1-5YR INVS View history and evidence | $8.85M | 5.46% | 172.62K shares | — | ↗▾ | |
| 05 | SHYGISHARES 0-5 YR HY CORP BOND0-5YR HI YL CP View history and evidence | $7.75M | 4.78% | 183.63K shares | — | ↗▾ | |
| 06 | SCHFSCHWAB INTL EQUITY ETFINTL EQTY ETF View history and evidence | $6.68M | 4.12% | 180.79K shares | — | ↗▾ | |
| 07 | VCSHVANGUARD S/T CORP BOND ETFSHRT TRM CORP BD View history and evidence | $6.06M | 3.74% | 78.29K shares | — | ↗▾ | |
| 08 | BNDVANGUARD TOTAL BOND MARKETTOTAL BND MRKT View history and evidence | $5.84M | 3.60% | 79.36K shares | — | ↗▾ | |
| 09 | MSFTMICROSOFT CORP View history and evidence | $5.49M | 3.39% | 14.61K shares | — | ↗▾ | |
| 10 | SCHGSCHWAB US LARGE-CAP GROWTHUS LCAP GR ETF View history and evidence | $4.94M | 3.05% | 59.54K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| MUNI PIMCO INTERMEDIATE MUNICIPAL | Non-derivative | — | — | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1927474 · Period Dec 31, 2023
Data loaded Sep 23, 2026 · First reported Jan 17, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 162053788
}Research all 91 reported holdings.
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