Top 50 Buska Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 14.7% | 56.0K | $36.6M | -13.76%(-8.94K) | $515.32(+41.07%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 12.28% | 142.2K | $30.6M | -10.68%(-17.00K) | $179.78(+27.31%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 10.65% | 179.0K | $26.5M | -9.38%(-18.53K) | $120.47(+29.76%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 10.43% | 265.1K | $26.0M | -12.68%(-38.50K) | $72.57(+56.75%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 5.52% | 23.8K | $13.7M | -6.47%(-1.65K) | $446.96(+52.50%) | 2026-03-31 | |
| VYMI | VANGUARD WHITEHALL FDS | 4.3% | 113.7K | $10.7M | +27.03%(+24.18K) | $79.42(+23.91%) | 2026-03-31 | |
| BUFF | INNOVATOR ETFS TRUST | 3.79% | 190.9K | $9.4M | +9.39%(+16.39K) | $43.89(+18.01%) | 2026-03-31 | |
| XLE | SELECT SECTOR SPDR TR | 2.87% | 116.6K | $7.1M | -14.36%(-19.56K) | $44.57(+33.39%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 2.79% | 116.5K | $6.9M | -4.94%(-6.06K) | $59.10(-0.10%) | 2026-03-31 | |
| FLRN | SPDR SERIES TRUST | 2.67% | 215.9K | $6.6M | -10.95%(-26.53K) | $30.78(-0.09%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.51% | +34.97% |
| Top 20 Holdings Unweighted | +8.68% | +28.36% |
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