Top 50 Connable Office Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF Trust | 24.73% | 386.5K | $251.4M | -3.92%(-15.75K) | $10887.04(-93.18%) | 2026-03-31 | |
| VEA | Vanguard FTSE Developed Markets ETF | 7.94% | 1.26M | $80.7M | -3.37%(-43.94K) | $41.10(+71.87%) | 2026-03-31 | |
| IEMG | iShares Core MSCI Emerging Markets ETF | 7.12% | 1.04M | $72.4M | +20.86%(+179.07K) | $55.86(+46.87%) | 2026-03-31 | |
| GUNR | FlexShares Mstar Glbl Upstream Nat Res ETF | 6.55% | 1.21M | $66.6M | -3.31%(-41.35K) | $35.30(+58.24%) | 2026-03-31 | |
| EEM | iShares MSCI Emerging Markets ETF | 5.72% | 1.02M | $58.2M | -6.03%(-65.72K) | $2622.07(-97.44%) | 2026-03-31 | |
| DGRW | WisdomTree US Quality Dividend Growth Fund | 4.51% | 522.0K | $45.9M | +12.74%(+58.98K) | $78.53(+21.83%) | 2026-03-31 | |
| IYR | iShares US Real Estate ETF | 2.86% | 307.3K | $29.1M | +2.57%(+7.70K) | $86.81(+17.51%) | 2026-03-31 | |
| AGG | iShares Core US Aggregate Bond | 2.34% | 240.1K | $23.8M | -8.91%(-23.49K) | $100.03(-1.36%) | 2026-03-31 | |
| NVDA | NVIDIA Corp | 1.61% | 93.7K | $16.3M | +1.84%(+1.69K) | $46.42(+386.50%) | 2026-03-31 | |
| VONG | Vanguard Russell 1000 Growth ETF | 1.39% | 129.0K | $14.2M | +0.09%(+113) | $65.46(+95.52%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.80% | +36.01% |
| Top 20 Holdings Unweighted | +9.22% | +30.29% |
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