Top 50 Certior Financial Group, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BIL | SPDR SERIES TRUST | 10.87% | 186.3K | $17.1M | +329.70%(+142.94K) | $91.53(-0.04%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 6.89% | 371.3K | $10.8M | +7.15%(+24.76K) | $27.34(+25.54%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 6.64% | 339.6K | $10.4M | +7.32%(+23.15K) | $27.70(+14.62%) | 2026-03-31 | |
| TCAF | T ROWE PRICE ETF INC | 5.44% | 240.2K | $8.5M | +6.31%(+14.26K) | $33.65(+19.47%) | 2026-03-31 | |
| SCHA | SCHWAB STRATEGIC TR | 3.22% | 173.7K | $5.1M | +5.77%(+9.47K) | $25.61(+29.19%) | 2026-03-31 | |
| VTEB | VANGUARD MUN BD FDS | 3.14% | 98.8K | $4.9M | +112.59%(+52.33K) | $50.18(-0.16%) | 2026-03-31 | |
| VGT | VANGUARD WORLD FD | 2.54% | 5.7K | $4.0M | +5.71%(+309) | $76.74(+47.83%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 2.33% | 85.9K | $3.7M | +11.58%(+8.91K) | $37.44(+27.66%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.19% | 5.3K | $3.4M | +3.32%(+169) | $586.60(+27.13%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.97% | 12.2K | $3.1M | +0.88%(+106) | $232.62(+28.48%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.94% | +22.30% |
| Top 20 Holdings Unweighted | +8.38% | +27.31% |
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