Top 19 Constellation Investments, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 29.45% | 1.36M | $887.3M | -9.74%(-146.66K) | $613.61(+21.53%) | 2026-03-31 | |
| AGG | ISHARES TR | 19.51% | 5.92M | $587.8M | -16.17%(-1.14M) | $99.49(-0.82%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 18.98% | 956.8K | $571.7M | +6.91%(+61.80K) | $570.83(+19.55%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 6.26% | 587.9K | $188.6M | +0.00%(+0) | $314.33(+16.03%) | 2026-03-31 | |
| ITOT | ISHARES TR | 5.24% | 1.11M | $157.8M | +82.24%(+500.00K) | $141.37(+14.59%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 4.21% | 1.53M | $126.8M | -12.27%(-214.20K) | $82.79(-0.28%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 3.43% | 179.0K | $103.3M | +0.00%(+0) | $498.28(+43.44%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 2.69% | 1.10M | $81.0M | new | $73.85(-0.91%) | 2026-03-31 | |
| IEFA | ISHARES TR | 2.34% | 779.5K | $70.6M | +0.00%(+0) | $74.17(+30.98%) | 2026-03-31 | |
| MBB | ISHARES TR | 1.56% | 495.9K | $47.1M | +0.00%(+0) | $93.74(+0.65%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.83% | +21.91% |
| Top 20 Holdings Unweighted | +5.79% | +18.41% |
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