Droms Strauss Advisors Inc Q2 2026 Portfolio Activity Report

As of Droms Strauss Advisors Inc's reporting date on June 30, 2026, the firm's portfolio held a total value of $438.9 million across various holdings and sectors.

Several significant purchases were noted during this quarter:

• ISHARES TR (IBDU): Acquired 238,829 shares, representing a massive increase of over 2048% in its position. This stock is linked here: IBDU.
• VANGUARD INDEX FDS (VUG): Showed a substantial increase of 50,190 shares. This ETF is linked here: VUG.
• DBX ETF TR (DBEF): Increased its position by 15,297 shares, a moderate gain of about 4.86%. This ETF is linked here: DBEF.
• BLACKROCK ETF TRUST II (092528843): Purchased 18,938 shares. This fund is linked here: 092528843.
• ISHARES TR (IBMR): Acquired 19,104 shares in this stock. This ETF is linked here: IBMR.

Conversely, the investor disposed of substantial portions of some holdings:

• SCHWAB STRATEGIC TR (SCHE): Sold 19,199 shares, leading to a decrease in allocation. This ETF is linked here: SCHWAB STRATEGIC TR.
• SCHWAB STRATEGIC TR (FNDE): Sold 15,120 shares. This ETF is linked here: SCHWAB STRATEGIC TR.
• ISHARES TR (IBDS): Purchased 13,645 shares. This ETF is linked here: ISHARES TR.
• ISHARES TR (IBDT): Acquired 13,507 shares. This ETF is linked here: ISHARES TR.

Other changes were less pronounced but still noteworthy:

• VANGUARD INDEX FDS (VO): Showed a significant increase of 10,099 shares. This ETF is linked here: VO.
• ISHARES TR (IBDW): Increased its position by 27,889 shares. This ETF is linked here: ISHARES TR.
• ISHARES TR (IBDV): Purchased 8,758 shares. This ETF is linked here: ISHARES TR.
• VANGUARD INDEX FDS (VTI): Showed a 100% increase in shares. This ETF is linked here: VTI.

Overall, the portfolio maintained its focus on Technology and Consumer Cyclical sectors as primary allocations.