Top 50 Dynamic Financial Group Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES TR | 35.88% | 435.9K | $43.9M | -0.60%(-2.62K) | $100.54(-0.02%) | 2026-03-31 | |
| JAAA | JANUS DETROIT STR TR | 16.8% | 407.8K | $20.5M | +18.09%(+62.47K) | $50.65(-0.02%) | 2026-03-31 | |
| IWF | ISHARES TR | 4.93% | 14.1K | $6.0M | +1.33%(+185) | $390.82(-67.79%) | 2026-03-31 | |
| DE | DEERE & CO | 4.11% | 8.9K | $5.0M | -15.06%(-1.58K) | $421.19(+36.43%) | 2026-03-31 | |
| VZ | VERIZON COMMUNICATIONS INC | 3.57% | 87.1K | $4.4M | -0.27%(-236) | $42.45(+10.86%) | 2026-03-31 | |
| IWD | ISHARES TR | 2.09% | 12.0K | $2.6M | -0.07%(-8) | $187.80(+25.22%) | 2026-03-31 | |
| NUV | NUVEEN MUN VALUE FD INC | 1.97% | 268.4K | $2.4M | +0.11%(+289) | $8.80(+4.21%) | 2026-03-31 | |
| IEFA | ISHARES TR | 1.94% | 26.3K | $2.4M | +19.15%(+4.22K) | $77.05(+25.78%) | 2026-03-31 | |
| BOXX | EA SERIES TRUST | 1.81% | 19.0K | $2.2M | +52.79%(+6.56K) | $114.90(+1.56%) | 2026-03-31 | |
| SLYG | SPDR SERIES TRUST | 1.76% | 22.3K | $2.2M | +9.29%(+1.90K) | $90.36(+19.26%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +3.66% | +11.38% |
| Top 20 Holdings Unweighted | +7.86% | +25.47% |
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