StockDriftsStockDriftsTop 50 Custom Portfolio Group Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SGOV | iShares 0-3 Month Treasury Bond ETF | 39.37% | 537.1K | $50.0M | new | — | 2024-06-30 | |
| VOO | Vanguard S&P 500 Index Fund ETF | 11.25% | 29.4K | $14.3M | new | — | 2024-06-30 | |
| SCHB | Schwab US Broad Market ETF | 6.17% | 124.3K | $7.8M | new | — | 2024-06-30 | |
| IAU | iShares Gold Trust ETF | 4.57% | 135.5K | $5.8M | new | — | 2024-06-30 | |
| VGSH | Vanguard Short-Term Treasury Index Fund ETF | 3.47% | 82.3K | $4.4M | new | — | 2024-06-30 | |
| GLD | SPDR Gold Shares ETF | 2.42% | 14.4K | $3.1M | new | — | 2024-06-30 | |
| VDE | Vanguard Energy Index Fund ETF | 2.27% | 23.3K | $2.9M | new | — | 2024-06-30 | |
| VGIT | Vanguard Inter-Term Treasury Bond Index ETF | 2.17% | 51.8K | $2.8M | new | — | 2024-06-30 | |
| SLV | iShares Silver Trust ETF | 2.01% | 97.8K | $2.5M | new | — | 2024-06-30 | |
| DVYE | iShares Emerging Markets Dividend ETF | 1.69% | 81.7K | $2.2M | new | — | 2024-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Custom Portfolio Group Llc reports $126.96M in US-listed equity holdings across 236 positions in its most recent 13F filing. Its largest disclosed positions are SGOV (39.4%), VOO (11.3%) and SCHB (6.2%). Figures reflect the Q2 2024 filing.
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Holdings on this page are parsed from Custom Portfolio Group Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2034330). View Custom Portfolio Group Llc’s 13F filings on SEC