Top 50 Clark Asset Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 15.39% | 2.56M | $163.9M | +9.22%(+215.93K) | $50.22(+37.37%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 9.43% | 512.0K | $100.5M | +11.83%(+54.18K) | $162.31(+27.24%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 9.07% | 221.1K | $96.6M | +11.29%(+22.43K) | $54.53(+54.60%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 5.35% | 1.05M | $56.9M | +10.03%(+96.02K) | $45.15(+31.46%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 4.06% | 165.1K | $43.2M | +7.72%(+11.83K) | $221.05(+29.69%) | 2026-03-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 3.96% | 878.1K | $42.2M | +12.47%(+97.37K) | $48.74(-1.74%) | 2026-03-31 | |
| BSV | VANGUARD BD INDEX FDS | 3.81% | 517.5K | $40.6M | +10.49%(+49.12K) | $77.17(+1.08%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 3.22% | 106.8K | $34.3M | +13.76%(+12.92K) | $275.37(+29.64%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.66% | 111.4K | $28.3M | +10.83%(+10.89K) | $185.53(+53.17%) | 2026-03-31 | |
| BSCR | INVESCO EXCH TRD SLF IDX FD | 2.19% | 1.19M | $23.3M | +18.80%(+188.15K) | $19.48(+0.87%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.03% | +36.87% |
| Top 20 Holdings Unweighted | +7.53% | +24.34% |
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