Top 50 B.O.S.S. Retirement Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPTM | SPDR SERIES TRUST | 17.05% | 707.5K | $55.9M | +25.15%(+142.21K) | $73.48(+22.33%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 6.23% | 34.2K | $20.5M | -1.60%(-558) | $526.77(+29.55%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 4.68% | 199.1K | $15.3M | +21.26%(+34.90K) | $64.52(+31.86%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORPORATION | 3.98% | 13.1K | $13.1M | +127.01%(+7.33K) | $900.14(+14.77%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 3.77% | 161.5K | $12.4M | +12.62%(+18.09K) | $67.53(+29.38%) | 2026-03-31 | |
| IVE | ISHARES TR | 2.3% | 35.7K | $7.5M | -1.42%(-514) | $205.71(+9.20%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 2.22% | 125.2K | $7.3M | -4.93%(-6.49K) | $57.88(+14.80%) | 2026-03-31 | |
| CORO | BLACKROCK ETF TRUST | 2.18% | 222.4K | $7.2M | new | $31.61(+13.43%) | 2026-03-31 | |
| IVW | ISHARES TR | 2.01% | 58.2K | $6.6M | +2.87%(+1.62K) | $114.40(+19.98%) | 2026-03-31 | |
| SIXO | AIM ETF PRODUCTS TRUST | 1.9% | 184.6K | $6.2M | -8.21%(-16.51K) | $34.25(+3.55%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.19% | +65.10% |
| Top 20 Holdings Unweighted | +15.62% | +54.55% |
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