Top 50 Elite Financial, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | 10.27% | 746.9K | $22.9M | +5.35%(+37.94K) | $27.81(+14.33%) | 2026-03-31 | |
| VTV | VANGUARD VALUE ETF | 9.94% | 113.0K | $22.2M | +5.98%(+6.37K) | $173.52(+20.45%) | 2026-03-31 | |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | 9.56% | 194.4K | $21.3M | -1.37%(-2.69K) | $99.75(+29.88%) | 2026-03-31 | |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | 8.19% | 96.4K | $18.3M | +0.09%(+87) | $157.66(+33.18%) | 2026-03-31 | |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | 6.75% | 325.8K | $15.0M | +3.12%(+9.85K) | $46.16(-0.40%) | 2026-03-31 | |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 6.39% | 107.3K | $14.3M | +0.48%(+508) | $116.11(+54.59%) | 2026-03-31 | |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | 5.74% | 439.3K | $12.8M | -1.01%(-4.49K) | $26.85(+29.21%) | 2026-03-31 | |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | 5.11% | 113.3K | $11.4M | +8.64%(+9.01K) | $100.52(+0.04%) | 2026-03-31 | |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | 4.9% | 186.6K | $10.9M | +9.45%(+16.11K) | $58.61(-0.61%) | 2026-03-31 | |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | 4.55% | 103.7K | $10.2M | -2.91%(-3.11K) | $85.41(+40.83%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.61% | +35.34% |
| Top 20 Holdings Unweighted | +10.90% | +36.40% |
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