Top 50 Blue Trust, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IEF | ISHARES TR | 7.07% | 6.48M | $618.1M | +5.80%(+354.80K) | $96.34(-2.09%) | 2026-03-31 | |
| ITOT | ISHARES TR | 6.31% | 3.87M | $551.6M | -0.81%(-31.49K) | $96.02(+68.71%) | 2026-03-31 | |
| QUAL | ISHARES TR | 5.92% | 2.69M | $516.9M | -0.26%(-7.09K) | $134.78(+56.52%) | 2026-03-31 | |
| VUSE | ETF SER SOLUTIONS | 5.62% | 7.82M | $491.2M | -2.14%(-171.32K) | $42.76(+63.92%) | 2026-03-31 | |
| VBND | ETF SER SOLUTIONS | 5.43% | 10.93M | $474.1M | +2.60%(+276.73K) | $45.22(-3.64%) | 2026-03-31 | |
| IPAC | ISHARES TR | 5.37% | 6.13M | $468.8M | -3.20%(-202.63K) | $57.93(+43.52%) | 2026-03-31 | |
| IUSV | ISHARES TR | 5% | 4.28M | $437.2M | -3.66%(-162.28K) | $74.56(+45.80%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 4.93% | 7.24M | $430.9M | +15.41%(+966.13K) | $60.12(-1.90%) | 2026-03-31 | |
| VIDI | ETF SER SOLUTIONS | 3.99% | 9.65M | $348.5M | -4.32%(-436.16K) | $24.43(+64.26%) | 2026-03-31 | |
| JMOM | J P MORGAN EXCHANGE TRADED F | 3.71% | 4.77M | $323.8M | +1.78%(+83.51K) | $48.27(+65.15%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.08% | +29.80% |
| Top 20 Holdings Unweighted | +8.76% | +28.64% |
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