Top 50 Ehrlich Financial Group Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVUS | AMERICAN CENTY ETF TR | 4.62% | 72.3K | $8.0M | +9.87%(+6.50K) | $89.74(+37.19%) | 2026-03-31 | |
| VOOV | VANGUARD ADMIRAL FDS INC | 4.53% | 38.7K | $7.9M | new | $204.32(+5.76%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 4.53% | 135.4K | $7.9M | -13.64%(-21.39K) | $44.62(+44.61%) | 2026-03-31 | |
| CORO | BLACKROCK ETF TRUST | 4.36% | 236.2K | $7.6M | new | $31.61(+10.62%) | 2026-03-31 | |
| VOOG | VANGUARD ADMIRAL FDS INC | 4% | 17.1K | $7.0M | new | $70.01(+12.78%) | 2026-03-31 | |
| SHLD | GLOBAL X FDS | 3.37% | 82.7K | $5.9M | +70.58%(+34.21K) | $67.55(-0.02%) | 2026-03-31 | |
| XLK | SELECT SECTOR SPDR TR | 2.96% | 38.8K | $5.2M | +1.11%(+425) | $101.95(+62.47%) | 2026-03-31 | |
| SPEM | SPDR INDEX SHS FDS | 2.58% | 95.8K | $4.5M | -34.52%(-50.52K) | $42.67(+21.00%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 2.55% | 20.6K | $4.4M | +19.16%(+3.32K) | $189.01(+21.09%) | 2026-03-31 | |
| IVW | ISHARES TR | 2.55% | 39.3K | $4.4M | -62.57%(-65.62K) | $80.34(+63.63%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.79% | +25.23% |
| Top 20 Holdings Unweighted | +7.94% | +25.75% |
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