Top 50 Emerald Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| COST | COSTCO WHOLESALE CORPORATION | 77.03% | 622.5K | $620.3M | -2.69%(-17.23K) | $391.12(+164.13%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 1.67% | 68.5K | $13.4M | -9.11%(-6.87K) | $138.81(+50.11%) | 2026-03-31 | |
| IEMG | ISHARES INC | 1.5% | 173.8K | $12.1M | +7.93%(+12.77K) | $55.16(+48.75%) | 2026-03-31 | |
| IVV | ISHARES TR | 1.33% | 16.4K | $10.7M | +16.97%(+2.37K) | $456.74(+63.28%) | 2026-03-31 | |
| FENI | FIDELITY COVINGTON TRUST | 1.11% | 241.4K | $9.0M | +86.28%(+111.79K) | $36.05(+10.92%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 0.92% | 16.9K | $7.4M | -1.10%(-188) | $39.85(+119.62%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 0.85% | 18.5K | $6.8M | +3.77%(+671) | $321.03(+26.22%) | 2026-03-31 | |
| AAPL | APPLE INC | 0.78% | 24.8K | $6.3M | +6.31%(+1.47K) | $128.34(+132.88%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 0.6% | 157.6K | $4.8M | +5.37%(+8.04K) | $26.32(+20.63%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 0.58% | 22.3K | $4.6M | +11.67%(+2.33K) | $131.14(+105.99%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +24.07% | +90.98% |
| Top 20 Holdings Unweighted | +13.78% | +47.31% |
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