Top 50 Central Valley Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 3.98% | 57.5K | $14.6M | +9.79%(+5.13K) | $193.50(+46.86%) | 2026-03-31 | |
| ZALT | INNOVATOR ETFS TRUST | 3.87% | 437.2K | $14.2M | +1.34%(+5.78K) | $29.61(+13.04%) | 2026-03-31 | |
| VTWO | VANGUARD SCOTTSDALE FDS | 3.81% | 139.4K | $14.0M | +0.79%(+1.09K) | $89.34(+27.82%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 3.7% | 22.7K | $13.6M | +8.08%(+1.70K) | $537.03(+23.89%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 3.52% | 45.0K | $12.9M | +6258.13%(+44.24K) | $71.91(+8.06%) | 2026-03-31 | |
| QBUF | INNOVATOR ETFS TRUST | 3.41% | 427.7K | $12.5M | +6.24%(+25.11K) | $26.19(+16.19%) | 2026-03-31 | |
| BSCS | INVESCO EXCH TRD SLF IDX FD | 3.02% | 541.7K | $11.1M | +9.67%(+47.76K) | $20.29(+0.62%) | 2026-03-31 | |
| BSCR | INVESCO EXCH TRD SLF IDX FD | 2.95% | 550.8K | $10.8M | +7.89%(+40.28K) | $19.56(+0.42%) | 2026-03-31 | |
| BSCT | INVESCO EXCH TRD SLF IDX FD | 2.94% | 578.2K | $10.8M | +8.31%(+44.37K) | $18.49(+0.83%) | 2026-03-31 | |
| BSCU | INVESCO EXCH TRD SLF IDX FD | 2.91% | 637.3K | $10.7M | +15.23%(+84.24K) | $16.84(-0.78%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.26% | +34.05% |
| Top 20 Holdings Unweighted | +13.52% | +46.29% |
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