Top 50 Eight 31 Financial Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 7.93% | 22.0K | $13.1M | +1.49%(+322) | $429.85(+58.06%) | 2026-03-31 | |
| IBTK | ISHARES TR | 5.99% | 503.1K | $9.9M | -1.55%(-7.92K) | $19.79(-1.64%) | 2026-03-31 | |
| IBTI | ISHARES TR | 5.61% | 417.2K | $9.3M | -1.82%(-7.75K) | $22.13(-0.03%) | 2026-03-31 | |
| IBTJ | ISHARES TR | 5.61% | 424.9K | $9.3M | -1.80%(-7.78K) | $21.62(-0.07%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 5.56% | 54.3K | $9.2M | -1.89%(-1.04K) | $113.72(+38.87%) | 2026-03-31 | |
| IBDS | ISHARES TR | 4.82% | 329.1K | $8.0M | -2.37%(-7.99K) | $24.13(+0.20%) | 2026-03-31 | |
| IBTH | ISHARES TR | 4.82% | 355.7K | $8.0M | -2.37%(-8.65K) | $22.36(+0.07%) | 2026-03-31 | |
| IBDT | ISHARES TR | 4.8% | 313.7K | $7.9M | -2.36%(-7.58K) | $25.18(+0.08%) | 2026-03-31 | |
| IBDV | ISHARES TR | 4.78% | 361.2K | $7.9M | -2.30%(-8.52K) | $22.07(-1.62%) | 2026-03-31 | |
| AOR | ISHARES TR | 4.28% | 110.1K | $7.1M | +0.51%(+559) | $57.97(+17.53%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +2.85% | +8.80% |
| Top 20 Holdings Unweighted | +5.73% | +18.19% |
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