Top 50 Bedminster, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 25.99% | 42.8K | $27.9M | -7.48%(-3.46K) | $677.12(+10.13%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 8.59% | 14.2K | $9.2M | -2.81%(-410) | $674.05(+10.13%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 6.54% | 120.7K | $7.0M | -15.40%(-21.98K) | $60.01(+10.72%) | 2026-03-31 | |
| BINC | BLACKROCK ETF TRUST II | 4.64% | 96.0K | $5.0M | +6.16%(+5.57K) | $52.97(-1.35%) | 2026-03-31 | |
| QUAL | ISHARES TR | 4.42% | 24.8K | $4.8M | -3.67%(-945) | $196.56(+7.33%) | 2026-03-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 4.22% | 94.3K | $4.5M | +2.04%(+1.88K) | $48.88(-2.00%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.88% | 77.2K | $4.2M | -23.09%(-23.17K) | $53.97(+11.06%) | 2026-03-31 | |
| GOVT | ISHARES TR | 3.44% | 161.3K | $3.7M | new | $22.97(-1.18%) | 2026-03-31 | |
| TLH | ISHARES TR | 3.42% | 36.5K | $3.7M | -21.00%(-9.71K) | $102.33(-3.20%) | 2026-03-31 | |
| CORO | BLACKROCK ETF TRUST | 3.4% | 113.6K | $3.7M | new | $31.61(+13.43%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -11.02% | -29.55% |
| Top 20 Holdings Unweighted | -8.73% | -23.98% |
Sign up free to track Bedminster, LLC, compare funds side by side, and get alerts the moment positions change.