Top 50 Bank Hapoalim Bm Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 14.2% | 154.9K | $92.6M | -23.58%(-47.80K) | $469.62(+45.31%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 10.79% | 108.1K | $70.3M | +87.14%(+50.35K) | $546.53(+35.82%) | 2026-03-31 | |
| BIV | VANGUARD BD INDEX FDS | 6.07% | 514.5K | $39.6M | new | $77.06(-0.57%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 5.62% | 63.4K | $36.6M | -48.88%(-60.65K) | $424.49(+68.37%) | 2026-03-31 | |
| LQD | ISHARES TR | 4.97% | 297.9K | $32.4M | -44.42%(-238.06K) | $110.22(-1.45%) | 2026-03-31 | |
| ACWI | ISHARES TR | 4.25% | 200.0K | $27.7M | -0.88%(-1.78K) | $128.81(+21.01%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 2.99% | 82.0K | $19.5M | -42.25%(-60.00K) | $234.55(+25.42%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.85% | 89.2K | $18.6M | new | $179.97(+50.10%) | 2026-03-31 | |
| SOXX | ISHARES TR | 2.73% | 54.2K | $17.8M | -3.02%(-1.69K) | $162.28(+225.54%) | 2026-03-31 | |
| SPIB | SPDR SERIES TRUST | 2.69% | 522.6K | $17.5M | +47.00%(+167.07K) | $33.34(+0.27%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.60% | +42.75% |
| Top 20 Holdings Unweighted | +15.16% | +52.71% |
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