Top 50 1620 Investment Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPIB | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | 3.29% | 145.0K | $4.9M | +3.95%(+5.51K) | $35.30(-5.39%) | 2026-03-31 | |
| QEFA | SPDR MSCI EAFE STRATEGICFACTORS ETF | 2.74% | 43.5K | $4.1M | +2.05%(+872) | $65.12(+49.29%) | 2026-03-31 | |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | 2.41% | 37.3K | $3.6M | +3.14%(+1.14K) | $107.40(-12.23%) | 2026-03-31 | |
| FRDM | FREEDOM 100 EMERGING MARKETS ETF | 2.3% | 62.2K | $3.4M | +0.18%(+109) | $31.52(+116.21%) | 2026-03-31 | |
| SPTS | STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF | 2.1% | 106.6K | $3.1M | +0.66%(+694) | $28.99(+0.12%) | 2026-03-31 | |
| TY | TRI CONTL CORP COM | 1.98% | 92.7K | $2.9M | +0.34%(+312) | $26.32(+31.72%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO. COM | 1.77% | 8.9K | $2.6M | -0.19%(-17) | $154.80(+93.74%) | 2026-03-31 | |
| TJX | TJX COS INC NEW COM | 1.74% | 16.1K | $2.6M | -0.12%(-19) | $92.64(+59.06%) | 2026-03-31 | |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 1.72% | 48.5K | $2.5M | +0.36%(+173) | $50.79(+3.08%) | 2026-03-31 | |
| SCHP | SCHWAB US TIPS ETF | 1.64% | 91.2K | $2.4M | +1.92%(+1.72K) | $26.16(+2.34%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.55% | +35.11% |
| Top 20 Holdings Unweighted | +12.15% | +41.06% |
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