Top 50 D'Orazio & Associates, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 17.21% | 414.1K | $132.9M | +1.46%(+5.96K) | $233.15(+58.17%) | 2026-03-31 | |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | 7.28% | 720.5K | $56.2M | +0.12%(+838) | $58.66(+6.45%) | 2026-03-31 | |
| IQLT | ISHARES TR | 5.79% | 967.5K | $44.7M | -4.42%(-44.73K) | $36.97(+34.15%) | 2026-03-31 | |
| JPIE | J P MORGAN EXCHANGE TRADED F | 5.65% | 946.4K | $43.6M | +1.37%(+12.78K) | $45.39(+1.10%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 4.75% | 572.9K | $36.7M | +0.26%(+1.48K) | $48.92(+44.76%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 4.41% | 71.0K | $34.0M | -1.74%(-1.26K) | $149.17(+240.41%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 4.3% | 139.9K | $33.2M | -1.30%(-1.84K) | $167.22(+75.46%) | 2026-03-31 | |
| DGRO | ISHARES TR | 3.91% | 430.4K | $30.2M | -2.50%(-11.01K) | $47.46(+62.80%) | 2026-03-31 | |
| VCRB | VANGUARD MALVERN FDS | 2.45% | 244.6K | $18.9M | +18.82%(+38.74K) | $77.91(-1.34%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 2.44% | 32.7K | $18.9M | +4.84%(+1.51K) | $307.01(+132.11%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.72% | +28.50% |
| Top 20 Holdings Unweighted | +10.00% | +33.11% |
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