Top 50 Blume Capital Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | 5.26% | 107.7K | $30.9M | +41.50%(+31.57K) | $120.86(+230.18%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.34% | 100.3K | $25.5M | -1.33%(-1.35K) | $77.85(+283.90%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 3.84% | 635.1K | $22.6M | -3.94%(-26.03K) | $21.48(+77.34%) | 2026-03-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 3.28% | 456.5K | $19.3M | +7.09%(+30.24K) | $41.75(+1.17%) | 2026-03-31 | |
| XLE | SELECT SECTOR SPDR TR | 3.23% | 309.2K | $18.9M | -7.04%(-23.43K) | $18.47(+212.04%) | 2026-03-31 | |
| VCRB | VANGUARD MALVERN FDS | 3.05% | 231.8K | $17.9M | +632.77%(+200.21K) | $77.67(-0.89%) | 2026-03-31 | |
| C | CITIGROUP INC | 2.9% | 150.4K | $17.1M | +0.01%(+9) | $58.81(+111.02%) | 2026-03-31 | |
| SCHW | SCHWAB CHARLES CORP | 2.69% | 168.0K | $15.8M | -0.09%(-159) | $50.71(+79.80%) | 2026-03-31 | |
| VBIL | VANGUARD INSTL INDEX FD | 2.51% | 195.0K | $14.8M | +25.62%(+39.78K) | $75.53(+0.03%) | 2026-03-31 | |
| MU | MICRON TECHNOLOGY INC | 2.43% | 42.2K | $14.3M | -26.25%(-15.02K) | $73.50(+1075.51%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.99% | +60.12% |
| Top 20 Holdings Unweighted | +18.73% | +67.37% |
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