Top 50 Claro Advisors Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 5.44% | 75.6K | $45.2M | +20.49%(+12.86K) | $478.32(+42.67%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.3% | 427.6K | $27.4M | +3198.13%(+414.67K) | $62.75(+12.55%) | 2026-03-31 | |
| IWD | ISHARES TR | 3.28% | 127.5K | $27.2M | -1.93%(-2.51K) | $186.82(+25.62%) | 2026-03-31 | |
| IWF | ISHARES TR | 3.11% | 60.6K | $25.8M | +0.34%(+206) | $365.79(-66.02%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.98% | 97.6K | $24.8M | +9.93%(+8.82K) | $99.46(+200.50%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.5% | 118.9K | $20.7M | +14.51%(+15.06K) | $62.57(+260.95%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.36% | 52.8K | $19.6M | +25.73%(+10.82K) | $274.11(+47.83%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.2% | 87.7K | $18.3M | +35.43%(+22.94K) | $152.20(+77.48%) | 2026-03-31 | |
| IUSB | ISHARES TR | 1.9% | 341.1K | $15.8M | +11.54%(+35.28K) | $46.02(-0.07%) | 2026-03-31 | |
| CORO | BLACKROCK ETF TRUST | 1.83% | 472.9K | $15.2M | new | $31.61(+13.43%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.57% | +62.50% |
| Top 20 Holdings Unweighted | +17.61% | +62.69% |
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