Top 50 Blalock Williams, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LLY | ELI LILLY & CO | 7.27% | 10.2K | $9.4M | +0.44%(+45) | $830.36(+21.24%) | 2026-03-31 | |
| IVV | ISHARES TR | 4.81% | 9.5K | $6.2M | +28.54%(+2.11K) | $603.97(+24.44%) | 2026-03-31 | |
| IVE | ISHARES TR | 3.53% | 21.6K | $4.6M | +6.02%(+1.23K) | $199.15(+13.06%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 3.13% | 69.5K | $4.0M | -4.67%(-3.41K) | $52.29(+28.48%) | 2026-03-31 | |
| IVW | ISHARES TR | 3.07% | 35.1K | $4.0M | +13.66%(+4.22K) | $102.27(+35.83%) | 2026-03-31 | |
| IEMG | ISHARES INC | 2.81% | 52.0K | $3.6M | -1.58%(-838) | $59.58(+38.12%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.76% | 12.4K | $3.6M | +3.66%(+438) | $187.55(+113.85%) | 2026-03-31 | |
| EFV | ISHARES TR | 2.61% | 45.3K | $3.4M | +6.40%(+2.73K) | $58.16(+34.76%) | 2026-03-31 | |
| AGG | ISHARES TR | 2.29% | 29.8K | $3.0M | +18.35%(+4.62K) | $99.54(-0.90%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.26% | 16.8K | $2.9M | +4.92%(+786) | $133.10(+77.12%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.02% | +36.85% |
| Top 20 Holdings Unweighted | +11.66% | +39.23% |
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