Top 50 Alliance Wealth Management Group Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 12.21% | 2.18M | $55.8M | -1.62%(-35.87K) | $11.02(+164.68%) | 2026-03-31 | |
| IVV | ISHARES TR | 7.82% | 54.7K | $35.8M | +5.19%(+2.70K) | $494.00(+50.96%) | 2026-03-31 | |
| HYG | ISHARES TR | 5.19% | 298.2K | $23.7M | +3.01%(+8.72K) | $75.88(+5.31%) | 2026-03-31 | |
| SCHZ | SCHWAB STRATEGIC TR | 5.15% | 1.01M | $23.6M | -0.40%(-4.07K) | $26.09(-11.53%) | 2026-03-31 | |
| LQD | ISHARES TR | 4.44% | 186.2K | $20.3M | +18.93%(+29.64K) | $111.09(-2.23%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 4.27% | 788.5K | $19.5M | -2.74%(-22.20K) | $15.76(+73.25%) | 2026-03-31 | |
| AGG | ISHARES TR | 3.91% | 180.1K | $17.9M | +6.39%(+10.82K) | $101.38(-2.67%) | 2026-03-31 | |
| FLRN | SPDR SER TR | 3.76% | 558.4K | $17.2M | -10.47%(-65.32K) | $30.59(+0.63%) | 2026-03-31 | |
| SCHE | SCHWAB STRATEGIC TR | 3.54% | 490.5K | $16.2M | +1.68%(+8.10K) | $26.42(+37.81%) | 2026-03-31 | |
| FLOT | ISHARES TR | 2.97% | 266.8K | $13.6M | -3.42%(-9.46K) | $50.72(+0.42%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.18% | +26.59% |
| Top 20 Holdings Unweighted | +7.15% | +23.01% |
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