Top 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 |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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