Advance Capital Management, Inc.

$2.6B reported 13(f) long value · latest quarter 2026-03-31 · CIK 1536029 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away: $2.6B
ALL retained default holdings for this (filer, period), including NULL-value ones: 185
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 16
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 6

A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §

Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated `shares_unit_mismatch`	Prev value	Curr value	Prev shares	Curr shares
position key `sid:sec:prov:2ebeed7ba0c3c8f5495a6059ae850775` · issuer key `cusip6:14020W` SHS CREATION UNI	ADD	−$5.1M	+140,796	$439M	$434M	10,051,233	10,192,029
position key `sid:sec:prov:811eb9802849429acb629d1847098b2d` · issuer key `cusip6:14021D` SHS	ADD	+$80.4M	+2,588,189	$332M	$412M	9,385,711	11,973,900
position key `pos:14221` · issuer key `iss:1602` STATE STREET SPD	TRIM	−$93.6M	−925,712	$497M	$403M	6,194,274	5,268,562
position key `sid:sec:prov:cd00bbf7501bf664eae5ffb7d6564412` · issuer key `cusip6:922020` CORE BD ETF	ADD	+$31.8M	+432,345	$256M	$288M	3,289,350	3,721,695
position key `sid:sec:prov:472af252cda1e0f13d5ff2184a64a0e5` · issuer key `cusip6:72201R` MULTISECTOR BD	ADD	+$55.2M	+2,195,875	$131M	$186M	4,914,022	7,109,897
position key `sid:sec:prov:b230dc463ba740efd17545a3a0ec73b6` · issuer key `cusip6:025072` INTL EQT ETF	ADD	+$139M	+1,636,753	$7.9M	$147M	95,743	1,732,496
position key `sid:sec:prov:6d7bd74852196b4e59e6b443b5999a54` · issuer key `cusip6:46434V` US SML CAP EQT	NEW	+$117M	+1,545,786	$0	$117M	—	1,545,786
position key `sid:sec:prov:fbe2069936310c4fd1e930d7bd6a6681` · issuer key `cusip6:14020G` SHS CREATION UNI	ADD	+$77.5M	+2,017,650	$37.5M	$115M	842,498	2,860,148
position key `pos:13907` · issuer key `cusip6:47103U` HENDERSON MTG	ADD	+$79.0M	+1,748,998	$634K	$79.6M	13,885	1,762,883
position key `sid:sec:prov:7a13ad0c471550b114ff4ea22c8f730e` · issuer key `cusip6:75526L` FIRST EAGLE GBL	ADD	+$37.5M	+784,012	$30.9M	$68.4M	670,355	1,454,367
position key `pos:17143` · issuer key `iss:1633` US LCAP GR ETF	ADD	+$1.4M	+190,786	$39.0M	$40.4M	1,195,446	1,386,232
position key `pos:10955` · issuer key `iss:1000` S&P MDCP MOMNTUM	TRIM	−$207K	−10,370	$27.4M	$27.2M	197,626	187,256
position key `pos:11570` · issuer key `iss:1599` TR UNIT	TRIM	−$3.6M	−3,348	$29.9M	$26.4M	43,914	40,566
position key `sid:sec:prov:888cccadb4686ceec8afad0b1a360d05` · issuer key `cusip6:46138E` S&P 500 MOMNTM	ADD	−$1.5M	+1,705	$27.5M	$26.0M	230,374	232,079
position key `sid:sec:prov:90387c5e237a826a8c74b67056f27eaf` · issuer key `cusip6:33740F` FT VEST US	NEW	+$20.0M	+423,102	$0	$20.0M	—	423,102
position key `sid:sec:prov:45a8d0ac0ed0ad7b4aebcbc7700446b3` · issuer key `cusip6:003263` PHYSCL PRECS MET	TRIM	−$569K	−6,492	$13.3M	$12.8M	64,867	58,375
position key `pos:12858` · issuer key `iss:1012` RUS 1000 ETF	TRIM	−$713K	−348	$13.0M	$12.3M	34,864	34,516
position key `sid:sec:prov:56b05b23603c017e287f8db59897c4bd` · issuer key `cusip6:47103U` HENDRSON AAA CL	TRIM	−$31.2M	−615,788	$42.5M	$11.3M	840,218	224,430
position key `sid:sec:prov:6fc893e698af684b99e89bc4cb5eb170` · issuer key `cusip6:46435G` CONV BD ETF	TRIM	−$119K	−4,878	$11.3M	$11.2M	114,793	109,915
position key `sid:sec:prov:2ca2b7a83ceaa65abd9d6522ddc2c957` · issuer key `cusip6:78463X` STATE STREET SPD	TRIM	−$17.5M	−226,851	$28.5M	$11.0M	371,527	144,676
position key `sid:sec:prov:6cdbd71a7648bdbb76089e69733f02b4` · issuer key `cusip6:78470P` STATE STREET BLA	ADD	+$718K	+33,101	$9.7M	$10.4M	339,894	372,995
position key `sid:sec:prov:1679328442ea8bc242bca0ad340997f7` · issuer key `cusip6:92647X` SHARES FREE CASH	ADD	+$462K	+11,111	$9.4M	$9.8M	237,877	248,988
position key `pos:13215` · issuer key `iss:144` COM	TRIM	−$577K	−28	$8.6M	$8.0M	31,526	31,498
position key `sid:sec:prov:7279c779b98d814b84da22a176a7a213` · issuer key `cusip6:14021L` SHS ETF	TRIM	−$184M	−5,163,319	$192M	$7.6M	5,373,945	210,626
position key `pos:16053` · issuer key `cusip6:78468R` STATE STREET SPD	TRIM	+$139K	−1,393	$6.6M	$6.8M	141,121	139,728
position key `pos:14252` · issuer key `iss:1602` STATE STREET SPD	TRIM	−$7.6M	−132,933	$13.3M	$5.7M	229,709	96,776
position key `pos:11237` · issuer key `iss:1601` GOLD SHS	ADD	+$3.0M	+6,520	$2.4M	$5.4M	5,944	12,464
position key `sid:sec:prov:17b19445cfc49d8e93d0a978b5f9fc37` · issuer key `cusip6:33738R` RISNG DIVD ACHIV	TRIM	−$366K	−4,018	$5.4M	$5.0M	77,372	73,354
position key `pos:15642` · issuer key `iss:1334` COM	ADD	−$196K	+757	$5.1M	$4.9M	27,095	27,852
position key `pos:11173` · issuer key `iss:995` UNIT SER 1	TRIM	−$460K	−241	$5.3M	$4.9M	8,646	8,405
position key `sid:sec:prov:3292f7a6c2e7570956d20bdb4fe22b9e` · issuer key `cusip6:33739N` MANAGD MUN ETF	ADD	+$876K	+17,895	$3.3M	$4.2M	64,676	82,571
position key `sid:sec:prov:bcffb10e362c87538f3d597d599ed8bd` · issuer key `cusip6:14020Y` CORE BOND ETF	TRIM	−$368K	−12,454	$4.2M	$3.8M	158,731	146,277
position key `pos:11825` · issuer key `iss:1225` COM	ADD	−$999K	+235	$4.6M	$3.6M	9,570	9,805
position key `pos:16441` · issuer key `iss:16` COM	ADD	+$494K	+1,704	$2.7M	$3.2M	107,013	108,717
position key `sid:sec:prov:127f0021d8310eeeecdea8298c5f12e5` · issuer key `cusip6:922908` S&P 500 ETF SHS	ADD	−$22.0K	+197	$3.0M	$2.9M	4,720	4,917
position key `pos:11209` · issuer key `cusip6:922908` GROWTH ETF	TRIM	−$468K	−298	$3.2M	$2.8M	6,620	6,322
position key `pos:11177` · issuer key `iss:1956` COM	ADD	+$172K	+32	$2.5M	$2.7M	13,723	13,755
position key `pos:15142` · issuer key `iss:89` CAP STK CL A	ADD	−$143K	+251	$2.6M	$2.5M	8,453	8,704
position key `pos:14175` · issuer key `iss:95` COM	ADD	−$195K	+188	$2.4M	$2.2M	10,370	10,558
position key `pos:12580` · issuer key `iss:1602` STATE STREET SPD	TRIM	−$383K	−1,779	$2.5M	$2.2M	23,773	21,994
position key `sid:sec:prov:905349de83559a70d3d1f63b7f691a4f` · issuer key `cusip6:09174C` SHS BEN INT	ADD	+$37.2K	+13,746	$2.1M	$2.1M	43,606	57,352
position key `pos:10357` · issuer key `iss:1786` COM	ADD	−$368K	+151	$2.4M	$2.1M	5,444	5,595
position key `pos:14552` · issuer key `iss:711` COM	TRIM	+$561K	−253	$1.5M	$2.0M	12,242	11,989
position key `pos:10307` · issuer key `iss:1012` CORE S&P500 ETF	ADD	+$110K	+302	$1.9M	$2.0M	2,763	3,065
position key `pos:13782` · issuer key `iss:1602` STATE STREET SPD	TRIM	−$131K	−583	$2.0M	$1.9M	24,699	24,116
position key `pos:16072` · issuer key `iss:1370` COM	ADD	−$527K	+461	$2.4M	$1.9M	12,443	12,904
position key `sid:sec:prov:4a71b6dfa34cdbeba4ded30a6459d58a` · issuer key `cusip6:46436E` IBONDS DEC 29	ADD	+$862	+478	$1.7M	$1.7M	70,735	71,213
position key `sid:sec:prov:7bedc2b3344fa4eb910b9207c8f5d6c3` · issuer key `cusip6:33734H` SHS	TRIM	−$199K	−5,020	$1.8M	$1.6M	39,529	34,509
position key `sid:sec:prov:ec2c663c8f80edfad666a4d807f7c64b` · issuer key `cusip6:14020X` SHS CREATION UNI	ADD	+$86.3K	+4,277	$1.5M	$1.6M	44,092	48,369
position key `sid:sec:prov:36a0da3023e53ab7ca1edd24166747ff` · issuer key `cusip6:46435U` IBDS DEC28 ETF	ADD	+$61.7K	+2,715	$1.4M	$1.5M	56,559	59,274
position key `sid:sec:prov:44ad0fdb8a4d61f562e6bf7e1a2e9ceb` · issuer key `cusip6:33740F` FT VEST UQ EQT	TRIM	−$183K	−3,555	$1.5M	$1.3M	33,241	29,686
position key `pos:17821` · issuer key `iss:89` CAP STK CL C	TRIM	−$697K	−1,845	$2.0M	$1.3M	6,233	4,388
position key `pos:12944` · issuer key `cusip6:922908` TOTAL STK MKT	ADD	−$36.3K	+50	$1.2M	$1.2M	3,615	3,665
position key `pos:13490` · issuer key `iss:1939` COM	TRIM	+$105K	−149	$1.1M	$1.2M	9,607	9,458
position key `pos:18039` · issuer key `iss:1025` COM	TRIM	−$141K	−106	$1.3M	$1.1M	3,929	3,823
position key `pos:10986` · issuer key `cusip6:922908` VALUE ETF	TRIM	+$8.5K	−108	$1.1M	$1.1M	5,698	5,590
position key `pos:18043` · issuer key `cusip6:46434V` CORE DIV GRWTH	TRIM	−$8.2K	−285	$1.1M	$1.1M	15,493	15,208
position key `pos:10164` · issuer key `iss:1000` S&P500 QUALITY	TRIM	−$93.4K	−1,270	$1.1M	$1.0M	15,084	13,814
position key `sid:sec:prov:7e3935dc1f8b30677f3ae168aaf27ee0` · issuer key `cusip6:381430` ACTIVEBETA US LG	TRIM	−$137K	−587	$1.2M	$1.0M	8,745	8,158
position key `pos:17899` · issuer key `iss:1745` COM	ADD	+$41.2K	+15	$976K	$1.0M	6,351	6,366
position key `pos:15702` · issuer key `iss:1012` RUSSELL 2000 ETF	TRIM	−$168K	−712	$1.2M	$1.0M	4,775	4,063
position key `sid:sec:prov:88df430380a5cdab155538348ec53123` · issuer key `cusip6:33740F` SMITH OPPORT FXD	TRIM	−$101K	−1,897	$1.1M	$998K	24,794	22,897
position key `pos:10935` · issuer key `iss:1902` COM	ADD	+$199K	+272	$798K	$997K	19,586	19,858
position key `pos:15626` · issuer key `iss:1529` COM	ADD	+$52.6K	+29	$908K	$960K	4,950	4,979
position key `pos:17423` · issuer key `iss:1982` US QTLY DIV GRT	TRIM	−$41.0K	−267	$991K	$950K	11,081	10,814
position key `pos:10714` · issuer key `iss:1633` US DIVIDEND EQ	TRIM	+$35.5K	−2,223	$875K	$910K	31,893	29,670
position key `pos:13780` · issuer key `cusip6:922908` EXTEND MKT ETF	TRIM	−$152K	−660	$1.1M	$900K	5,034	4,374
position key `pos:15235` · issuer key `iss:125` CL A	ADD	−$50.5K	+86	$944K	$893K	6,982	7,068
position key `pos:11024` · issuer key `iss:1014` ISHARES	TRIM	+$17.7K	−474	$865K	$883K	13,434	12,960
position key `pos:16096` · issuer key `iss:1206` COM	TRIM	−$19.3K	−111	$902K	$883K	2,951	2,840
position key `pos:13489` · issuer key `cusip6:46654Q` NASDAQ EQT PREM	TRIM	−$101K	−1,045	$966K	$865K	16,618	15,573
position key `pos:16327` · issuer key `iss:1012` 7-10 YR TRSY BD	TRIM	−$166K	−1,662	$1.0M	$837K	10,433	8,771
position key `pos:11871` · issuer key `iss:1011` ISHARES NEW	ADD	+$87.3K	+270	$738K	$825K	9,090	9,360
position key `pos:12445` · issuer key `iss:1405` CL A	ADD	−$150K	+140	$961K	$811K	5,404	5,544
position key `pos:14924` · issuer key `iss:1013` MSCI ACWI EX US	TRIM	−$232K	−3,689	$1.0M	$797K	15,332	11,643
position key `pos:14206` · issuer key `iss:1193` CL A	TRIM	−$177K	−112	$973K	$796K	1,705	1,593
position key `pos:17065` · issuer key `iss:1000` RAFI US 1500	ADD	+$22.3K	+492	$765K	$788K	16,680	17,172
position key `pos:12525` · issuer key `iss:1319` COM	TRIM	−$11.9K	−25	$795K	$784K	2,755	2,730
position key `pos:10892` · issuer key `cusip6:81369Y` STATE STREET TEC	ADD	−$35.2K	+183	$774K	$739K	5,377	5,560
position key `pos:11390` · issuer key `iss:720` CL A	ADD	−$45.7K	+102	$782K	$736K	1,184	1,286
position key `pos:13463` · issuer key `iss:1942` COM SER A	ADD	−$22.9K	+461	$753K	$730K	26,133	26,594
position key `pos:10718` · issuer key `iss:1311` COM	TRIM	+$97.2K	−10	$625K	$722K	7,781	7,771
position key `pos:12412` · issuer key `cusip6:921946` HIGH DIV YLD	ADD	+$22.4K	+1	$697K	$720K	4,859	4,860
position key `pos:14077` · issuer key `iss:550` COM	TRIM	−$96.7K	−1,393	$800K	$704K	6,206	4,813
position key `pos:13208` · issuer key `cusip6:46138G` NASDAQ 100 ETF	TRIM	−$70.6K	−101	$767K	$697K	3,034	2,933
position key `pos:12962` · issuer key `iss:1602` STATE STREET SPD	TRIM	−$108K	−1,858	$786K	$678K	13,838	11,980
position key `pos:10156` · issuer key `iss:1861` CL B	ADD	+$1.2K	+68	$673K	$675K	6,789	6,857
position key `pos:14055` · issuer key `cusip6:922908` MID CAP ETF	TRIM	−$12.1K	−17	$683K	$671K	2,355	2,338
position key `pos:15499` · issuer key `iss:23` COM	ADD	−$25.5K	+36	$692K	$667K	3,030	3,066
position key `pos:17400` · issuer key `cusip6:46641Q` EQUITY PREMIUM	TRIM	−$153K	−2,563	$819K	$666K	14,306	11,743
position key `pos:13599` · issuer key `iss:1035` COM	TRIM	+$84.1K	−40	$518K	$602K	2,503	2,463
position key `pos:15152` · issuer key `iss:1000` S&P500 EQL WGT	TRIM	−$23.7K	−129	$612K	$588K	3,194	3,065
position key `pos:14992` · issuer key `iss:1485` COM	TRIM	−$7.0K	−81	$579K	$572K	4,042	3,961
position key `pos:15847` · issuer key `iss:759` COM	ADD	−$71.8K	+488	$643K	$571K	49,010	49,498
position key `sid:sec:prov:4ee13837c201cea05a3fc8a370f61521` · issuer key `cusip6:81369Y` STATE STREET ENE	ADD	+$152K	+14	$408K	$560K	9,133	9,147
position key `pos:15708` · issuer key `iss:1187` COM	TRIM	−$129K	−491	$676K	$547K	3,643	3,152
position key `sid:sec:prov:fe18ccc7901da4e9c440b38ddf8cb52f` · issuer key `cusip6:41653L` TOTAL RTRN ETF	TRIM	−$12.2M	−358,468	$12.8M	$542K	374,529	16,061
position key `pos:15567` · issuer key `iss:1018` SHS BEN INT	ADD	−$44.7K	+2,265	$583K	$538K	11,733	13,998
position key `pos:12492` · issuer key `iss:810` COM NEW	ADD	−$35.0K	+30	$552K	$517K	1,793	1,823
position key `pos:16556` · issuer key `iss:1013` NATIONAL MUN ETF	TRIM	−$30.1K	−238	$544K	$514K	5,078	4,840

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Mark-to-market only (no share change) · 22

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
position key `pos:11683` · issuer key `iss:1491` COM	NO CHANGE	−$847K	$6.5M	$5.7M	28,743	28,743
position key `pos:11671` · issuer key `iss:122` COM	NO CHANGE	+$154K	$2.1M	$2.2M	6,291	6,291
position key `pos:11514` · issuer key `iss:1012` U.S. TECH ETF	NO CHANGE	−$75.5K	$826K	$751K	4,137	4,137
position key `pos:10136` · issuer key `iss:990` COM	NO CHANGE	−$143K	$787K	$644K	2,657	2,657
position key `sid:sec:prov:306e123d9030b6bc2a09c46e657c00d4` · issuer key `cusip6:14020V` SHS CREATION UNI	NO CHANGE	−$29.2K	$648K	$619K	16,115	16,115
position key `sid:sec:prov:dc437b658d2d4d14c03971f472e7916a` · issuer key `cusip6:78463X` STATE STREET SPD	NO CHANGE	+$1.2K	$552K	$553K	11,797	11,797
position key `sid:sec:prov:36903633a16c865da7df28d51120b6d8` · issuer key `cusip6:45782C` US EQT ULTRA BF	NO CHANGE	−$8.0K	$553K	$545K	13,859	13,859
position key `sid:sec:prov:76a7ac5e2d223907d3cc94159229e00f` · issuer key `cusip6:33740F` FT VEST US EQT	NO CHANGE	−$2.8K	$403K	$400K	8,911	8,911
position key `pos:15220` · issuer key `iss:1725` COM	NO CHANGE	−$25.9K	$398K	$372K	1,131	1,131
position key `sid:sec:prov:58efed45bb6267776f77c3a3479342e3` · issuer key `cusip6:14019W` SHS CREATION UNI	NO CHANGE	−$752	$370K	$370K	12,532	12,532
position key `sid:sec:prov:2ba33f635609913ae4755afd0ec8341b` · issuer key `cusip6:591520` COM	NO CHANGE	−$73.0K	$433K	$360K	65,208	65,208
position key `sid:sec:prov:3a2de66daf3bb5bb1372492622dfa328` · issuer key `cusip6:78463X` STATE STREET SPD	NO CHANGE	+$9.8K	$293K	$303K	7,174	7,174
position key `pos:16000` · issuer key `iss:215` SPONSORED ADR	NO CHANGE	+$76.7K	$217K	$294K	6,254	6,254
position key `pos:10904` · issuer key `iss:1569` COM	NO CHANGE	−$24.2K	$312K	$288K	803	803
position key `sid:sec:prov:5a367bcd0f78e79fbe9e04f08896c346` · issuer key `cusip6:45782C` US EQTY PWR BUF	NO CHANGE	−$2.4K	$237K	$235K	5,105	5,105
position key `pos:13994` · issuer key `cusip6:922042` ALLWRLD EX US	NO CHANGE	+$4.6K	$220K	$225K	2,990	2,990
position key `pos:17573` · issuer key `iss:815` COM	NO CHANGE	−$36.4K	$260K	$224K	2,114	2,114
position key `pos:16694` · issuer key `iss:1302` COM NEW	NO CHANGE	+$7.2K	$157K	$164K	12,479	12,479
position key `sid:sec:prov:2bd92eef7a3fe39b445b98fa88a78283` · issuer key `cusip6:67073B` COM	NO CHANGE	−$9.1K	$129K	$120K	15,926	15,926
position key `sid:sec:prov:8bce4f996c22c8012dddca75356b1699` · issuer key `cusip6:09660L` SH BEN INT	NO CHANGE	−$1.2K	$74.4K	$73.2K	30,000	30,000
position key `sid:sec:prov:46e4b32742bad743ea1889cbd7affe73` · issuer key `cusip6:66510M` COM NEW	NO CHANGE	−$12.8K	$44.3K	$31.5K	22,500	22,500
position key `pos:17987` · issuer key `iss:1589` CL A COM	NO CHANGE	−$11.6K	$25.0K	$13.4K	13,888	13,888

Flags: no row carries a flag.

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–100 of 141 issuers · $2.6B disclosed value over 185 rows · 0 undisclosed-value rows

View

This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

—

CAPITAL GROUP DIVIDEND VALUE · SHS CREATION UNI CUSIP 14020W106
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$434M

10,192,029

16.4%

—

SPDR SERIES TRUST

6 positions · 6 reported rows

Rows Advance Capital Management, Inc. reported for SPDR SERIES TRUST, as it reported them
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$403M	5,268,562
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$5.7M	96,776
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$2.2M	21,994
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$1.9M	24,116
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$678K	11,980
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$205K	2,137

ticker not yet mapped

$414M

5,425,565

15.7%

—

CAPITAL GROUP CORE BALANCED · SHS CUSIP 14021D107
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$412M

11,973,900

15.6%

—

VANGUARD MALVERN FDS · CORE BD ETF CUSIP 922020748
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$288M

3,721,695

10.9%

—

PIMCO ETF TR · MULTISECTOR BD CUSIP 72201R585
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$186M

7,109,897

7.1%

—

AMERICAN CENTY ETF TR · INTL EQT ETF CUSIP 025072703
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$147M

1,732,496

5.6%

—

ISHARES TR

2 positions · 2 reported rows

Rows Advance Capital Management, Inc. reported for ISHARES TR, as it reported them
ISHARES TR · US SML CAP EQT CUSIP 46434V290 src ↗	$117M	1,545,786
ISHARES TR · CORE DIV GRWTH CUSIP — src ↗	$1.1M	15,208

ticker not yet mapped

$118M

1,560,994

4.5%

—

CAPITAL GROUP GROWTH ETF · SHS CREATION UNI CUSIP 14020G101
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$115M

2,860,148

4.4%

—

JANUS DETROIT STR TR

2 positions · 2 reported rows

Rows Advance Capital Management, Inc. reported for JANUS DETROIT STR TR, as it reported them
JANUS DETROIT STR TR · HENDERSON MTG CUSIP — src ↗	$79.6M	1,762,883
JANUS DETROIT STR TR · HENDRSON AAA CL CUSIP 47103U845 src ↗	$11.3M	224,430

ticker not yet mapped

$91.0M

1,987,313

3.4%

—

RBB FUND TRUST · FIRST EAGLE GBL CUSIP 75526L886
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$68.4M

1,454,367

2.6%

—

SCHWAB STRATEGIC TR

3 positions · 3 reported rows

Rows Advance Capital Management, Inc. reported for SCHWAB STRATEGIC TR, as it reported them
SCHWAB STRATEGIC TR · US LCAP GR ETF CUSIP — src ↗	$40.4M	1,386,232
SCHWAB STRATEGIC TR · US DIVIDEND EQ CUSIP — src ↗	$910K	29,670
SCHWAB STRATEGIC TR · INTL EQTY ETF CUSIP — src ↗	$306K	12,368

ticker not yet mapped

$41.6M

1,428,270

1.6%

—

INVESCO EXCHANGE TRADED FD T

4 positions · 4 reported rows

Rows Advance Capital Management, Inc. reported for INVESCO EXCHANGE TRADED FD T, as it reported them
INVESCO EXCHANGE TRADED FD T · S&P MDCP MOMNTUM CUSIP — src ↗	$27.2M	187,256
INVESCO EXCHANGE TRADED FD T · S&P500 QUALITY CUSIP — src ↗	$1.0M	13,814
INVESCO EXCHANGE TRADED FD T · RAFI US 1500 CUSIP — src ↗	$788K	17,172
INVESCO EXCHANGE TRADED FD T · S&P500 EQL WGT CUSIP — src ↗	$588K	3,065

ticker not yet mapped

$29.6M

221,307

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STATE STR SPDR S&P 500 ETF T · TR UNIT CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$26.4M

40,566

1.0%

—

INVESCO EXCH TRADED FD TR II · S&P 500 MOMNTM CUSIP 46138E339
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$26.0M

232,079

1.0%

—

FIRST TR EXCHNG TRADED FD VI

5 positions · 5 reported rows

Rows Advance Capital Management, Inc. reported for FIRST TR EXCHNG TRADED FD VI, as it reported them
FIRST TR EXCHNG TRADED FD VI · FT VEST US CUSIP 33740F771 src ↗	$20.0M	423,102
FIRST TR EXCHNG TRADED FD VI · FT VEST UQ EQT CUSIP 33740F672 src ↗	$1.3M	29,686
FIRST TR EXCHNG TRADED FD VI · SMITH OPPORT FXD CUSIP 33740F805 src ↗	$998K	22,897
FIRST TR EXCHNG TRADED FD VI · FT VEST US EQT CUSIP 33740F680 src ↗	$474K	10,772
FIRST TR EXCHNG TRADED FD VI · FT VEST US EQT CUSIP 33740F730 src ↗	$400K	8,911

ticker not yet mapped

$23.2M

495,368

0.9%

—

ISHARES TR

9 positions · 9 reported rows

Rows Advance Capital Management, Inc. reported for ISHARES TR, as it reported them
ISHARES TR · RUS 1000 ETF CUSIP — src ↗	$12.3M	34,516
ISHARES TR · CORE S&P500 ETF CUSIP — src ↗	$2.0M	3,065
ISHARES TR · RUSSELL 2000 ETF CUSIP — src ↗	$1.0M	4,063
ISHARES TR · 7-10 YR TRSY BD CUSIP — src ↗	$837K	8,771
ISHARES TR · U.S. TECH ETF CUSIP — src ↗	$751K	4,137
ISHARES TR · CORE US AGGBD ET CUSIP — src ↗	$374K	3,767
ISHARES TR · CORE S&P MCP ETF CUSIP — src ↗	$372K	5,508
ISHARES TR · S&P 100 ETF CUSIP — src ↗	$275K	864
ISHARES TR · MSCI EAFE ETF CUSIP — src ↗	$208K	2,144

ticker not yet mapped

$18.1M

66,835

0.7%

—

ABRDN PRECIOUS METALS BASKET · PHYSCL PRECS MET CUSIP 003263100
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$12.8M

58,375

0.5%

—

SPDR INDEX SHS FDS

4 positions · 4 reported rows

Rows Advance Capital Management, Inc. reported for SPDR INDEX SHS FDS, as it reported them
SPDR INDEX SHS FDS · STATE STREET SPD CUSIP 78463X475 src ↗	$11.0M	144,676
SPDR INDEX SHS FDS · STATE STREET SPD CUSIP 78463X509 src ↗	$553K	11,797
SPDR INDEX SHS FDS · STATE STREET SPD CUSIP 78463X889 src ↗	$460K	10,069
SPDR INDEX SHS FDS · STATE STREET SPD CUSIP 78463X871 src ↗	$303K	7,174

ticker not yet mapped

$12.3M

173,716

0.5%

—

ISHARES TR · CONV BD ETF CUSIP 46435G102
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$11.2M

109,915

0.4%

—

SSGA ACTIVE TR · STATE STREET BLA CUSIP 78470P846
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$10.4M

372,995

0.4%

—

VANGUARD INDEX FDS

8 positions · 8 reported rows

Rows Advance Capital Management, Inc. reported for VANGUARD INDEX FDS, as it reported them
VANGUARD INDEX FDS · S&P 500 ETF SHS CUSIP 922908363 src ↗	$2.9M	4,917
VANGUARD INDEX FDS · GROWTH ETF CUSIP — src ↗	$2.8M	6,322
VANGUARD INDEX FDS · TOTAL STK MKT CUSIP — src ↗	$1.2M	3,665
VANGUARD INDEX FDS · VALUE ETF CUSIP — src ↗	$1.1M	5,590
VANGUARD INDEX FDS · EXTEND MKT ETF CUSIP — src ↗	$900K	4,374
VANGUARD INDEX FDS · MID CAP ETF CUSIP — src ↗	$671K	2,338
VANGUARD INDEX FDS · SMALL CP ETF CUSIP — src ↗	$292K	1,116
VANGUARD INDEX FDS · MCAP VL IDXVIP CUSIP 922908512 src ↗	$204K	1,106

ticker not yet mapped

$10.0M

29,428

0.4%

—

VICTORY PORTFOLIOS II · SHARES FREE CASH CUSIP 92647X830
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$9.8M

248,988

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLE INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$8.0M

31,498

0.3%

—

CAPITAL GROUP DIVIDEND GROWE · SHS ETF CUSIP 14021L109
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$7.6M

210,626

0.3%

—

SPDR SERIES TRUST · STATE STREET SPD CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$6.8M

139,728

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROGRESSIVE CORP · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$5.7M

28,743

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SPDR GOLD TR · GOLD SHS CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$5.4M

12,464

0.2%

—

FIRST TR EXCHANGE TRADED FD · RISNG DIVD ACHIV CUSIP 33738R506
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$5.0M

73,354

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NVIDIA CORPORATION · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$4.9M

27,852

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INVESCO QQQ TR · UNIT SER 1 CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$4.9M

8,405

0.2%

—

FIRST TR EXCH TRADED FD III · MANAGD MUN ETF CUSIP 33739N108
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$4.2M

82,571

0.2%

—

CAPITAL GRP FIXED INCM ETF T · CORE BOND ETF CUSIP 14020Y508
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$3.8M

146,277

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALPHABET INC

2 positions · 2 reported rows

Rows Advance Capital Management, Inc. reported for ALPHABET INC, as it reported them
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$2.5M	8,704
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$1.3M	4,388

$3.8M

13,092

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICROSOFT CORP · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$3.6M

9,805

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AT&T INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$3.2M

108,717

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WELLTOWER INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$2.7M

13,755

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMGEN INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$2.2M

6,291

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMAZON COM INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$2.2M

10,558

0.1%

—

BITWISE BITCOIN ETF TR · SHS BEN INT CUSIP 09174C104
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$2.1M

57,352

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TESLA INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$2.1M

5,595

0.1%

—

ISHARES TR

2 positions · 2 reported rows

Rows Advance Capital Management, Inc. reported for ISHARES TR, as it reported them
ISHARES TR · IBONDS DEC 29 CUSIP 46436E205 src ↗	$1.7M	71,213
ISHARES TR · IBONDS DEC 2030 CUSIP 46436E726 src ↗	$393K	17,938

ticker not yet mapped

$2.0M

89,151

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EXXON MOBIL CORP · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$2.0M

11,989

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ORACLE CORP · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$1.9M

12,904

0.1%

—

ISHARES TR

4 positions · 4 reported rows

Rows Advance Capital Management, Inc. reported for ISHARES TR, as it reported them
ISHARES TR · MSCI ACWI EX US CUSIP — src ↗	$797K	11,643
ISHARES TR · NATIONAL MUN ETF CUSIP — src ↗	$514K	4,840
ISHARES TR · MSCI ACWI ETF CUSIP — src ↗	$235K	1,695
ISHARES TR · 3 7 YR TREAS BD CUSIP — src ↗	$207K	1,748

ticker not yet mapped

$1.8M

19,926

0.1%

—

SELECT SECTOR SPDR TR

3 positions · 3 reported rows

Rows Advance Capital Management, Inc. reported for SELECT SECTOR SPDR TR, as it reported them
SELECT SECTOR SPDR TR · STATE STREET TEC CUSIP — src ↗	$739K	5,560
SELECT SECTOR SPDR TR · STATE STREET ENE CUSIP 81369Y506 src ↗	$560K	9,147
SELECT SECTOR SPDR TR · STATE STREET UTI CUSIP — src ↗	$341K	7,434

ticker not yet mapped

$1.6M

22,141

0.1%

—

FIRST TR EXCHANGE-TRADED FD · SHS CUSIP 33734H106
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$1.6M

34,509

0.1%

—

CAPITAL GROUP GBL GROWTH EQT · SHS CREATION UNI CUSIP 14020X104
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$1.6M

48,369

0.1%

—

ISHARES TR · IBDS DEC28 ETF CUSIP 46435U515
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$1.5M

59,274

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WALMART INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$1.2M

9,458

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JPMORGAN CHASE & CO · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$1.1M

3,823

0.0%

—

INNOVATOR ETFS TRUST

3 positions · 3 reported rows

Rows Advance Capital Management, Inc. reported for INNOVATOR ETFS TRUST, as it reported them
INNOVATOR ETFS TRUST · US EQT ULTRA BF CUSIP 45782C672 src ↗	$545K	13,859
INNOVATOR ETFS TRUST · US EQT ULTRA BF CUSIP 45782C375 src ↗	$259K	6,510
INNOVATOR ETFS TRUST · US EQTY PWR BUF CUSIP 45782C813 src ↗	$235K	5,105

ticker not yet mapped

$1.0M

25,474

0.0%

—

GOLDMAN SACHS ETF TR · ACTIVEBETA US LG CUSIP 381430503
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$1.0M

8,158

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TJX COS INC NEW · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$1.0M

6,366

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VERIZON COMMUNICATIONS INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$997K

19,858

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RTX CORPORATION · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$960K

4,979

0.0%

—

WISDOMTREE TR · US QTLY DIV GRT CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$950K

10,814

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMPHENOL CORP · CL A CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$893K

7,068

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ISHARES SILVER TR · ISHARES CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$883K

12,960

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MCDONALDS CORP · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$883K

2,840

0.0%

—

J P MORGAN EXCHANGE TRADED F · NASDAQ EQT PREM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$865K

15,573

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ISHARES GOLD TR · ISHARES NEW CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$825K

9,360

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PALANTIR TECHNOLOGIES INC · CL A CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$811K

5,544

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MASTERCARD INCORPORATED · CL A CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$796K

1,593

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NORFOLK SOUTHN CORP · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$784K

2,730

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

META PLATFORMS INC · CL A CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$736K

1,286

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WARNER BROS DISCOVERY INC · COM SER A CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$730K

26,594

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NEXTERA ENERGY INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$722K

7,771

0.0%

—

VANGUARD WHITEHALL FDS · HIGH DIV YLD CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$720K

4,860

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DTE ENERGY CO · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$704K

4,813

0.0%

—

INVESCO EXCH TRADED FD TR II · NASDAQ 100 ETF CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$697K

2,933

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNITED PARCEL SVCS INC · CL B CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$675K

6,857

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBVIE INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$667K

3,066

0.0%

—

J P MORGAN EXCHANGE TRADED F · EQUITY PREMIUM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$666K

11,743

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTERNATIONAL BUSINESS MACHS · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$644K

2,657

0.0%

—

CAPITAL GROUP CORE EQUITY ET · SHS CREATION UNI CUSIP 14020V108
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$619K

16,115

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JOHNSON & JOHNSON · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$602K

2,463

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROCTER & GAMBLE CO · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$572K

3,961

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

FORD MTR CO · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$571K

49,498

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MARSH & MCLENNAN COS INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$547K

3,152

0.0%

—

HARTFORD FDS EXCHANGE TRADED · TOTAL RTRN ETF CUSIP 41653L305
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$542K

16,061

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ISHARES BITCOIN TRUST ETF · SHS BEN INT CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$538K

13,998

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GE AEROSPACE · COM NEW CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$517K

1,823

0.0%

—

VANGUARD INTL EQUITY INDEX F

2 positions · 2 reported rows

Rows Advance Capital Management, Inc. reported for VANGUARD INTL EQUITY INDEX F, as it reported them
VANGUARD INTL EQUITY INDEX F · TT WRLD ST ETF CUSIP — src ↗	$280K	2,022
VANGUARD INTL EQUITY INDEX F · ALLWRLD EX US CUSIP — src ↗	$225K	2,990

ticker not yet mapped

$504K

5,012

0.0%

—

FIRST TR EXCHANGE TRADED FD · SMID RISNG ETF CUSIP 33741X102
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$475K

12,048

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROADCOM INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$456K

1,475

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

FIFTH THIRD BANCORP · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$453K

9,753

0.0%

—

VANECK ETF TRUST · SEMICONDUCTR ETF CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$449K

1,171

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ELI LILLY & CO · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$441K

479

0.0%

—

FRANKLIN TEMPLETON ETF TR · INCOME FOCUS ETF CUSIP 35473P439
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$408K

14,192

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTEL CORP · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$408K

9,239

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GE VERNOVA INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$402K

461

0.0%

—

ISHARES TR · CORE 60/40 BALAN CUSIP 464289867
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$393K

6,102

0.0%

—

VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$384K

5,999

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$381K

796

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTUITIVE SURGICAL INC · COM NEW CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$372K

807

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STRYKER CORPORATION · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$372K

1,131

0.0%

—

CAPITAL GROUP INTL FOCUS EQT · SHS CREATION UNI CUSIP 14019W109
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$370K

12,532

0.0%

—

METHODE ELECTRS INC · COM CUSIP 591520200
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$360K

65,208

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DT MIDSTREAM INC · COMMON STOCK CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$360K

2,672

0.0%

—

ISHARES TR · MSCI USA QLT FCT CUSIP 46432F339
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$348K

1,817

0.0%

1–20 of the 100 issuers on this page

Change kind and share change are in Position changes above; Congress overlap is planned.

One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median

Top-25 concentration: 94.4%above median 80.0%
Concentration index: 1,009 bpsabove median 446 bps
Positions with value: 185 / 185median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 94.4% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 1,009 · QoQ moves: 191

Filing history

AVAILABLE QUARTERS

Available filing periods
Period	Source
2026-03-31	EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

Open Advance Capital Management, Inc.'s 13F filings on SEC EDGAR ↗

Notes on this data

Reported positions

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Share changes

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

Coverage

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).