Top 50 Colton Groome Financial Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 17.36% | 93.3K | $61.0M | +2.09%(+1.91K) | $467.53(+59.51%) | 2026-03-31 | |
| EFA | ISHARES TR | 8.09% | 292.6K | $28.4M | +5.27%(+14.66K) | $75.40(+37.70%) | 2026-03-31 | |
| AGG | ISHARES TR | 7.56% | 267.4K | $26.5M | +8.84%(+21.71K) | $100.81(-2.13%) | 2026-03-31 | |
| EEM | ISHARES TR | 4.92% | 304.4K | $17.3M | +3.37%(+9.94K) | $42.86(+56.81%) | 2026-03-31 | |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | 4.04% | 307.4K | $14.2M | +8.60%(+24.35K) | $30.61(+51.04%) | 2026-03-31 | |
| IGIB | ISHARES TR | 3.73% | 246.1K | $13.1M | +8.35%(+18.96K) | $52.88(+0.38%) | 2026-03-31 | |
| IJH | ISHARES TR | 3.2% | 166.2K | $11.2M | +5.80%(+9.12K) | $53.28(+37.26%) | 2026-03-31 | |
| XLY | SELECT SECTOR SPDR TR | 2.16% | 69.6K | $7.6M | +17.89%(+10.56K) | $90.59(+31.05%) | 2026-03-31 | |
| QLTA | ISHARES TR | 2.14% | 157.8K | $7.5M | +0.12%(+196) | $48.49(-2.33%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.1% | 29.0K | $7.4M | +1.40%(+401) | $159.02(+87.94%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.29% | +45.39% |
| Top 20 Holdings Unweighted | +14.69% | +50.85% |
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