Director of Research & Chief Compliance Officer

0001971230-24-000004.txt : 20240514 0001971230-24-000004.hdr.sgml : 20240514 20240514114854 ACCESSION NUMBER: 0001971230-24-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240514 DATE AS OF CHANGE: 20240514 EFFECTIVENESS DATE: 20240514 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Ruggaard & Associates LLC CENTRAL INDEX KEY: 0001971230 ORGANIZATION NAME: IRS NUMBER: 341777509 STATE OF INCORPORATION: OH FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23250 FILM NUMBER: 24942286 BUSINESS ADDRESS: STREET 1: 2196 E ENTERPRISE PKWY CITY: TWINSBURG STATE: OH ZIP: 44087 BUSINESS PHONE: 3304875888 MAIL ADDRESS: STREET 1: 2196 E ENTERPRISE PKWY CITY: TWINSBURG STATE: OH ZIP: 44087 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001971230 XXXXXXXX 03-31-2024 03-31-2024 Ruggaard & Associates LLC

2196 E ENTERPRISE PKWY TWINSBURG OH 44087

13F HOLDINGS REPORT 028-23250 000107489 801-43618 N Ryan Ruggaard Director of Research & Chief Compliance Officer 3304875888 Ryan Ruggaard Chicago IL 05-14-2024 0 132 210294639 false INFORMATION TABLE 2 informationtable31032024.xml AMERICAN CENTY ETF TRUS QUALITY GROW0250723079797843115350SHSOLE880115262CAPITAL GRP FIXED INCM ETF TCORE PLUS INCM14020Y10213887814618335SHSOLE2850618050CAPITAL GROUP DIVIDEND VALUESHS CREATION UNI14020W10612505384384781SHSOLE6040384178INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT46137V357932957355084SHSOLE0055084ISHARES TRCORE S&P SCP ETF4642878046064235487SHSOLE005487ISHARES TRCORE S&P TTL STK4642871505086284411SHSOLE004411ISHARES TRIBONDS 2026 TERM46436E52812959110561974SHSOLE00561974ISHARES TRIBONDS DEC24 ETF46434VBG411624344464046SHSOLE00464046ISHARES TRRUS 1000 GRW ETF464287614724736321502SHSOLE0021502ISHARES TRS&P MC 400GR ETF4642876068967149827SHSOLE009827ISHARES TRS&P SML 600 GWT464287887144848811080SHSOLE0011080J P MORGAN EXCHANGE TRADED FULTRA SHRT 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