Top 50 Evolution Advisers, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 16.15% | 598.0K | $38.3M | -0.51%(-3.09K) | $49.95(+41.41%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 13.2% | 71.7K | $31.3M | +0.99%(+702) | $52.42(+66.96%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 10.81% | 130.8K | $25.7M | -0.56%(-735) | $144.88(+43.82%) | 2026-03-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 9.14% | 451.2K | $21.7M | -1.49%(-6.84K) | $53.49(-10.46%) | 2026-03-31 | |
| BSV | VANGUARD BD INDEX FDS | 8.36% | 252.9K | $19.8M | +8.51%(+19.84K) | $79.60(-2.01%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 6.08% | 267.0K | $14.4M | +1.14%(+3.01K) | $47.68(+25.72%) | 2026-03-31 | |
| VMBS | VANGUARD SCOTTSDALE FDS | 4.6% | 232.2K | $10.9M | +7.00%(+15.20K) | $49.80(-6.24%) | 2026-03-31 | |
| BLV | VANGUARD BD INDEX FDS | 3.83% | 132.0K | $9.1M | +3.18%(+4.06K) | $86.31(-21.23%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 3.59% | 32.5K | $8.5M | +1.93%(+615) | $223.57(+27.77%) | 2026-03-31 | |
| BIV | VANGUARD BD INDEX FDS | 3.58% | 109.9K | $8.5M | +5.87%(+6.10K) | $82.27(-6.86%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.85% | +28.96% |
| Top 20 Holdings Unweighted | +8.93% | +29.24% |
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