Top 50 Asempa Wealth Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 6.47% | 11.3K | $7.4M | -3.37%(-393) | $677.12(+7.36%) | 2026-03-31 | |
| OEF | ISHARES TR | 4.29% | 15.4K | $4.9M | +0.55%(+84) | $337.86(+5.99%) | 2026-03-31 | |
| ACWX | ISHARES TR | 4.11% | 68.1K | $4.7M | +28.41%(+15.06K) | $66.45(+11.30%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 3.08% | 45.9K | $3.5M | +10.16%(+4.23K) | $79.20(+7.57%) | 2026-03-31 | |
| IVW | ISHARES TR | 2.62% | 26.2K | $3.0M | +2.50%(+640) | $121.90(+7.84%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 2.33% | 6.1K | $2.7M | -4.78%(-304) | $80.62(+4.57%) | 2026-03-31 | |
| ILCG | ISHARES TR | 2.04% | 24.3K | $2.3M | +0.17%(+40) | $104.16(+6.97%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 2.04% | 11.9K | $2.3M | -4.02%(-499) | $188.74(+9.42%) | 2026-03-31 | |
| EFV | ISHARES TR | 2.04% | 31.1K | $2.3M | -5.97%(-1.97K) | $69.62(+10.64%) | 2026-03-31 | |
| ITOT | ISHARES TR | 2.04% | 16.3K | $2.3M | +2.53%(+402) | $147.13(+7.72%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +0.10% | +0.31% |
| Top 20 Holdings Unweighted | +0.28% | +0.84% |
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