Top 9 93 Financial Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VONG | VANGUARD SCOTTSDALE FDS | 29.31% | 599.2K | $65.7M | +1.26%(+7.46K) | $121.06(+3.04%) | 2026-03-31 | |
| SCHM | SCHWAB STRATEGIC TR | 21.86% | 1.58M | $49.0M | -2.07%(-33.54K) | $29.85(+20.48%) | 2026-03-31 | |
| SCHA | SCHWAB STRATEGIC TR | 20.86% | 1.61M | $46.8M | -3.57%(-59.52K) | $28.19(+23.87%) | 2026-03-31 | |
| USRT | ISHARES TR | 9.95% | 376.9K | $22.3M | +3.16%(+11.55K) | $57.85(+16.62%) | 2026-03-31 | |
| SCHE | SCHWAB STRATEGIC TR | 9.15% | 623.0K | $20.5M | -3.46%(-22.31K) | $33.06(+8.44%) | 2026-03-31 | |
| SPMB | SPDR SERIES TRUST | 7.78% | 779.7K | $17.5M | +3.07%(+23.20K) | $22.43(-1.02%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 0.87% | 76.2K | $2.0M | -0.38%(-289) | $26.63(+10.42%) | 2026-03-31 | |
| CWB | SPDR SERIES TRUST | 0.13% | 3.1K | $284K | -5.48%(-180) | $89.85(+16.17%) | 2026-03-31 | |
| SCHP | SCHWAB STRATEGIC TR | 0.1% | 8.1K | $216K | -1.05%(-86) | $26.72(-1.61%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -8.67% | -23.81% |
| Top 20 Holdings Unweighted | -2.98% | -8.68% |
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