Top 50 Bryant Woods Investment Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 31.28% | 130.1K | $85.0M | +4.35%(+5.42K) | $511.55(+45.78%) | 2026-03-31 | |
| IJH | ISHARES TR | 9.87% | 397.4K | $26.8M | +3.65%(+14.00K) | $59.49(+22.93%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 9.77% | 44.5K | $26.6M | +7.04%(+2.93K) | $457.44(+49.18%) | 2026-03-31 | |
| AAPL | APPLE INC | 6.15% | 65.9K | $16.7M | -0.97%(-643) | $159.05(+87.92%) | 2026-03-31 | |
| DFAW | DIMENSIONAL ETF TRUST | 4.58% | 168.8K | $12.5M | +6.36%(+10.09K) | $60.03(+36.14%) | 2026-03-31 | |
| JIRE | J P MORGAN EXCHANGE TRADED F | 4.2% | 150.8K | $11.4M | +17.41%(+22.36K) | $67.66(+18.99%) | 2026-03-31 | |
| FENI | FIDELITY COVINGTON TRUST | 4.04% | 295.1K | $11.0M | +20.13%(+49.45K) | $31.87(+25.49%) | 2026-03-31 | |
| IJR | ISHARES TR | 4.04% | 88.3K | $11.0M | +0.92%(+802) | $108.81(+24.32%) | 2026-03-31 | |
| IVOO | VANGUARD ADMIRAL FDS INC | 3.59% | 85.3K | $9.8M | +3.39%(+2.80K) | $92.77(+33.42%) | 2026-03-31 | |
| IEMG | ISHARES INC | 2.76% | 107.7K | $7.5M | -2.82%(-3.12K) | $58.27(+40.81%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.95% | +47.96% |
| Top 20 Holdings Unweighted | +15.71% | +54.92% |
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