Top 50 Braun-Bostich & Associates Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TLT | ISHARES TR | 5.85% | 107.7K | $9.3M | +4.23%(+4.38K) | $93.96(-9.08%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 4.28% | 117.5K | $6.8M | -16.10%(-22.55K) | $45.34(+42.34%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 4.12% | 116.3K | $6.6M | -13.96%(-18.88K) | $50.70(+18.29%) | 2026-03-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 3.97% | 132.0K | $6.3M | +24.96%(+26.36K) | $49.60(-3.46%) | 2026-03-31 | |
| CORO | BLACKROCK ETF TRUST | 3.91% | 193.9K | $6.2M | new | $31.61(+10.62%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 3.84% | 62.6K | $6.1M | +5.64%(+3.34K) | $75.83(+50.01%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 3.69% | 9.9K | $5.9M | +56.21%(+3.55K) | $449.39(+48.04%) | 2026-03-31 | |
| QUAL | ISHARES TR | 3.13% | 26.1K | $5.0M | -0.26%(-69) | $163.50(+26.91%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 2.93% | 78.4K | $4.7M | +256.37%(+56.42K) | $59.91(-1.46%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 2.91% | 56.2K | $4.6M | -1.36%(-772) | $81.77(+0.90%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.41% | +27.43% |
| Top 20 Holdings Unweighted | +8.29% | +27.00% |
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