Top 50 Cpwa, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | 10.66% | 261.4K | $8.9M | new | $30.87(+10.51%) | 2026-03-31 | |
| DGRW | WISDOMTREE TR | 7.37% | 64.9K | $6.2M | new | $88.63(+8.15%) | 2026-03-31 | |
| AAPL | APPLE INC | 5.2% | 14.9K | $4.4M | new | $262.82(+17.43%) | 2026-03-31 | |
| IDMO | INVESCO EXCH TRADED FD TR II | 4.89% | 67.3K | $4.1M | new | $55.20(+8.99%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 4.88% | 128.5K | $4.1M | new | $29.06(+11.48%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORPORATION | 3.56% | 3.0K | $3.0M | new | $929.39(+2.40%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.45% | 10.7K | $2.9M | new | $219.55(+10.53%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.96% | 6.0K | $2.5M | new | $426.90(-8.53%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.74% | 5.9K | $2.3M | new | $300.28(+19.86%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.54% | 9.7K | $2.1M | new | $180.45(+7.97%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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