Mirador Capital Partners’s Schwab Government Money Market ETF SGVT Stock Holding History

Mirador Capital Partners’s Portfolio SGVT Stock Details SGVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$303K	Buy	3,006 +24	+0.8%	+$2.42K	0.04%	191
2026 Q1	$300K	Buy	+2,982	New	+$300K	0.04%	177

Other funds holding SGVT

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

FCG Investment Company Germantown, Tennessee $289M AUM

Richard P. Slaughter Associates Austin, Texas $504M AUM 21.97% 1-Year Est. Return

Neumann Capital Management Foster City, California $151M AUM 24.09% 1-Year Est. Return

West Branch Capital Amherst, Massachusetts $430M AUM 41.9% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return