Top 50 Certified Advisory Corp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 3.76% | 96.1K | $42.0M | +3.06%(+2.85K) | $37.69(+123.71%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 3.19% | 61.7K | $35.6M | +1.70%(+1.03K) | $323.48(+110.71%) | 2026-03-31 | |
| COWZ | PACER FDS TR | 2.54% | 452.6K | $28.3M | -7.03%(-34.23K) | $47.82(+33.13%) | 2026-03-31 | |
| FNDX | SCHWAB STRATEGIC TR | 2.2% | 882.3K | $24.6M | +5.47%(+45.72K) | $21.88(+37.95%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 2.11% | 120.1K | $23.6M | -9.78%(-13.02K) | $118.37(+74.47%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 2.08% | 507.7K | $23.2M | +10.26%(+47.25K) | $45.73(-0.39%) | 2026-03-31 | |
| IVV | ISHARES TR | 1.99% | 33.9K | $22.2M | -2.53%(-880) | $394.63(+84.22%) | 2026-03-31 | |
| JPIE | J P MORGAN EXCHANGE TRADED F | 1.95% | 472.5K | $21.8M | +8.70%(+37.83K) | $45.76(+0.46%) | 2026-03-31 | |
| BIV | VANGUARD BD INDEX FDS | 1.92% | 277.0K | $21.4M | +11.02%(+27.50K) | $77.45(-0.98%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 1.79% | 181.0K | $20.0M | +32.75%(+44.66K) | $91.44(+31.41%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.19% | +37.47% |
| Top 20 Holdings Unweighted | +10.50% | +34.92% |
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