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Dahring | Cusmano LLC

SEC CIK
0002053669
Latest filing
Jul 28, 2026

Holdings in Q1 2025

Holdings as of Mar 31, 2025, filed May 5, 2025. Long positions only; changes compare share counts with Q4 2024.

Institution overview
Positions
55
−6 vs. Q4 2024
Portfolio value
$116.1M
+$5.86M (+5.3%) vs. Q4 2024
Filed
May 5, 2025
SEC
Holdings of Dahring | Cusmano LLC in Q1 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
PIMCO ETF Tr72201R585MULTISECTOR BD586,817$15.5M13.3%+144,724+32.7%Added–
Schwab U.S. Large-Cap Growth ETF808524300ETF481,175$12.0M10.4%+21,235+4.6%Added–
Fidelity Covington Trust316092360FUN LAR COR ETF270,060$11.7M10.1%+39,606+17.2%Added–
Fidelity Merrimack STR Tr316188309TOTAL BD ETF251,091$11.5M9.9%−17,310−6.4%Reduced–
iShares Tr46435G250HIGH YLD SYSTM B179,411$8.45M7.3%+13,055+7.8%Added–
Invesco Exchange Traded FD T46137V472S&P MDCP QUALITY80,160$7.34M6.3%+5,200+6.9%Added–
Fidelity Covington Trust31609A206ENHANCED SML CAP240,200$7.08M6.1%+25,972+12.1%Added–
Fidelity Covington Trust31609A404ENHANCED INTL172,320$5.13M4.4%+11,573+7.2%Added–
Fidelity Covington Trust316092352BLUE CHIP GRWTH89,850$3.59M3.1%+27,256+43.5%Added–
IAUiShares Gold TrustETF55,964$3.30M2.8%+1,448+2.7%AddedHistory
Vanguard Morningstar Large-Cap ETF922908637ETF10,823$2.78M2.4%−3,214−22.9%Reduced–
T Rowe Price Exchange-Traded87283Q701ULTRA SHRT TRM49,084$2.44M2.1%+27,296+125.3%Added–
T Rowe Price Exchange-Traded87283Q867CAP APPRECIATION74,172$2.39M2.1%+133+0.2%Added–
Fidelity MSCI Information Technology Index ETF316092808ETF13,905$2.24M1.9%+1,815+15.0%Added–
T Rowe Price Exchange-Traded87283Q503US EQUI RESH ETF58,833$2.07M1.8%+21,195+56.3%Added–
Capital Group Core Balanced14021D107SHS53,176$1.65M1.4%+37,565+240.6%Added–
Vanguard Health Care ETF92204A504ETF5,199$1.38M1.2%+468+9.9%Added–
T Rowe Price Exchange-Traded87283Q826SMALL MID CAP37,233$1.13M1.0%+13,129+54.5%Added–
AMGNAmgen IncStock3,300$1.03M0.9%−3−0.1%ReducedHistory
MSFTMicrosoft CorpStock2,355$884.0K0.8%+40+1.7%AddedHistory
JNJJohnson & JohnsonStock4,515$748.7K0.6%−8−0.2%ReducedHistory
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF9,015$724.6K0.6%−758−7.8%Reduced–
T Rowe Price Exchange-Traded87283Q883FLOATING RATE12,527$639.4K0.6%+3,209+34.4%Added–
Vanguard Dividend Appreciation ETF921908844ETF2,829$548.8K0.5%−236−7.7%Reduced–
Schwab Fundamental U.S. Large Company ETF808524771ETF21,616$510.4K0.4%+1,957+10.0%Added–
PIMCO ETF Tr72201R635MUNI INCOME OPP10,796$482.9K0.4%+4,295+66.1%Added–
AAPLApple Inc.Stock2,155$478.8K0.4%−251−10.4%ReducedHistory
Vanguard Morningstar Small-Cap Growth ETF922908595ETF1,860$468.2K0.4%+934+100.9%Added–
ELVElevance Health, Inc.Stock1,024$445.4K0.4%+1+0.1%AddedHistory
Vanguard High Dividend Yield Index ETF921946406ETF3,244$418.3K0.4%−97−2.9%Reduced–
Vanguard Morningstar Small-Cap ETF922908751ETF1,791$397.0K0.3%−55−3.0%Reduced–
IBMInternational Business Machines CorpStock1,553$386.2K0.3%−150−8.8%ReducedHistory
AZOAutoZone IncCOM101$385.1K0.3%00.0%UnchangedHistory
Vanguard World FD921910816MEGA GRWTH IND1,176$363.2K0.3%−44−3.6%Reduced–
Fidelity Covington Trust316092543EMERG MKTS MLTFT14,114$360.6K0.3%+3,133+28.5%Added–
PGProcter & Gamble CoStock1,999$340.7K0.3%−14−0.7%ReducedHistory
iShares Russell 1000 Growth ETF464287614ETF898$324.2K0.3%+1+0.1%Added–
WECWec Energy Group, Inc.Stock2,932$319.5K0.3%+24+0.8%AddedHistory
GLDSPDR Gold TrustETF1,054$303.7K0.3%−35−3.2%ReducedHistory
PIIPolaris Inc.Stock7,236$296.2K0.3%+10.0%AddedHistory
LLYEli Lilly & CoStock355$293.3K0.3%+5+1.4%AddedHistory
Invesco QQQ Trust Series I46090E103ETF624$292.8K0.3%+3+0.5%Added–
TSCOTractor Supply CoCOM5,000$275.5K0.2%00.0%UnchangedHistory
DTEDte Energy CoCOM1,972$272.7K0.2%+15+0.8%AddedHistory
WMTWalmart Inc.Stock3,049$267.6K0.2%+60+2.0%AddedHistory
ACNAccenture plcStock800$249.7K0.2%−4−0.5%ReducedHistory
AMZNAmazon Com IncStock1,243$236.5K0.2%+8+0.6%AddedHistory
HDHome Depot, Inc.Stock616$225.7K0.2%+1+0.2%AddedHistory
iShares Tr464288513IBOXX HI YD ETF2,807$221.5K0.2%−100−3.4%Reduced–
JPMJPMorgan Chase & CoStock884$216.9K0.2%−988−52.8%ReducedHistory
NVDANVIDIA CorpStock1,994$216.1K0.2%+128+6.9%AddedHistory
iShares Tr464288307MRGSTR MD CP GRW2,987$213.4K0.2%−383−11.4%Reduced–
PEPPepsiCo IncStock1,417$212.5K0.2%−90−6.0%ReducedHistory
PMPhilip Morris International Inc.Stock1,280$203.1K0.2%+1,280NewHistory
FFord Motor CoStock17,770$178.2K0.2%+7,146+67.3%AddedHistory

Sold out since Q4 2024 (7)

Positions held at the end of Q4 2024 that are gone from this filing.

Positions of Dahring | Cusmano LLC sold out since Q4 2024
SecurityClassShares in Q4 2024Value in Q4 2024% of portfolio in Q4 2024History
iShares Flexible Income Active ETF092528603ETF35,638$1.85M1.7%–
Vanguard Mun BD FDS922907746TAX EXEMPT BD14,784$741.1K0.7%–
CATCaterpillar IncStock733$265.9K0.2%History
MCDMcDonalds CorpStock827$239.7K0.2%History
Vanguard Index FDS922908652EXTEND MKT ETF1,234$234.5K0.2%–
Schwab International Equity ETF808524805ETF12,030$222.6K0.2%–
Dimensional U.S. Targeted Value ETF25434V609ETF3,849$214.2K0.2%–