Top 5 Dow Chemical Co /De/ Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TR | 86.78% | 318.6K | $207.2M | +26.35%(+66.44K) | $558.13(+34.05%) | 2026-03-31 | |
| VCLT | VANGUARD SCOTTSDALE FDS | 10.51% | 335.9K | $25.1M | -0.84%(-2.83K) | $76.98(-3.20%) | 2026-03-31 | |
| IEF | ISHARES TR | 1.61% | 40.2K | $3.8M | +8.51%(+3.15K) | $96.87(-2.69%) | 2026-03-31 | |
| AI | C3 AI INC | 0.78% | 222.1K | $1.9M | +0.00%(+0) | $102.33(-91.18%) | 2026-03-31 | |
| SPAB | SPDR SERIES TRUST | 0.32% | 30.0K | $769K | -9.58%(-3.18K) | $25.73(-1.15%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.13% | +44.79% |
| Top 20 Holdings Unweighted | +14.68% | +50.83% |
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