DROMS STRAUSS ADVISORS INC /MO/ /ADV

CIK: 0001053292SEC EDGAR →

Portfolio Value

$380.1M

Holdings

78

As of

Q4 2025

New Positions

78

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

ISHARES TR

82,622$56.6M
14.89%
2

GOLDMAN SACHS ETF TR

378,951$50.2M
13.20%
3

ISHARES TR

230,268$28.4M
7.47%
4

ISHARES TR

130,378$27.6M
7.27%
5

VANGUARD INDEX FDS

117,874$22.5M
5.92%
6

ISHARES TR

66,873$21.6M
5.68%
7

INVESCO QQQ TR

31,252$19.2M
5.05%
8

SCHWAB STRATEGIC TR

447,679$14.7M
3.86%
9

SCHWAB STRATEGIC TR

359,798$13.0M
3.41%
10

BLACKROCK ETF TRUST II

159,604$7.8M
2.04%

Quarterly Changes

Top Buys

IVVNEW
$56.6M
GSLCNEW
$50.2M
IVWNEW
$28.4M
IVENEW
$27.6M
VTVNEW
$22.5M

Top Sells

No sells this quarter

New Positions (78)

$56.6M · 83K shares
$50.2M · 379K shares
$28.4M · 230K shares
$27.6M · 130K shares
$22.5M · 118K shares
$21.6M · 67K shares
$19.2M · 31K shares
$14.7M · 448K shares
$13.0M · 360K shares
$7.8M · 160K shares
$7.2M · 269K shares
$6.2M · 34K shares
$5.7M · 243K shares
$5.6M · 255K shares
$5.5M · 11K shares
$5.4M · 12K shares
$5.4M · 212K shares
$5.4M · 221K shares
$5.1M · 188K shares
$5.0M · 237K shares
$4.6M · 18K shares
$4.5M · 107K shares
$3.8M · 8K shares
$3.5M · 49K shares
$3.3M · 12K shares
$2.8M · 45K shares
$2.7M · 19K shares
$2.7M · 34K shares
$2.4M · 5K shares
$2.3M · 3K shares
$2.0M · 22K shares
$1.9M · 21K shares
$1.7M · 18K shares
$1.4M · 5K shares
$1.3M · 7K shares
$1.2M · 5K shares
$1.1M · 6K shares
$1.0M · 3K shares
$964K · 4K shares
$938K · 14K shares
$925K · 10K shares
$873K · 17K shares
$861K · 35K shares
$774K · 4K shares
$691K · 6K shares
$645K · 3K shares
$637K · 6K shares
$633K · 30K shares
$564K · 8K shares
$549K · 2K shares
$540K · 2K shares
$454K · 4K shares
$421K · 4K shares
$406K · 4K shares
$406K · 1K shares
$395K · 1K shares
$378K · 2K shares
$359K · 14K shares
$356K · 14K shares
$334K · 534 shares
$324K · 13K shares
$318K · 6K shares
$295K · 2K shares
$287K · 268 shares
$285K · 5K shares
$281K · 326 shares
$279K · 423 shares
$277K · 1K shares
$274K · 11K shares
$267K · 11K shares
$253K · 857 shares
$253K · 1K shares
$252K · 10K shares
$250K · 2K shares
$243K · 10K shares
$230K · 4K shares
$221K · 4K shares
$200K · 622 shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services51$322.2M84.8%
Unknown6$32.0M8.4%
Technology7$13.9M3.7%
Consumer Cyclical2$6.0M1.6%
Industrials3$2.3M0.6%
Communication Services3$1.7M0.4%
Healthcare3$1.1M0.3%
Consumer Defensive2$531K0.1%
Utilities1$406K0.1%