Top 50 Fairway Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD S&P 500 ETF | 10.06% | 63.8K | $38.1M | +5.24%(+3.18K) | $492.27(+38.63%) | 2026-03-31 | |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | 6.94% | 137.0K | $26.3M | +1.16%(+1.58K) | $171.49(+18.33%) | 2026-03-31 | |
| QQQ | POWERSHARES QQQ TR | 6.91% | 45.4K | $26.2M | +1.10%(+492) | $492.10(+45.24%) | 2026-03-31 | |
| IVV | ISHARES S&P 500 INDEX | 6.7% | 38.9K | $25.4M | +0.62%(+239) | $499.83(+49.20%) | 2026-03-31 | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 6.27% | 370.7K | $23.7M | +5.22%(+18.40K) | $49.92(+41.48%) | 2026-03-31 | |
| DLN | WISDOMTREE LARGE CAP DIVIDEND | 6.2% | 262.9K | $23.5M | -5.77%(-16.09K) | $72.64(+30.52%) | 2026-03-31 | |
| VTIP | VANGUARD SHORT TERM INFL-PROTECTED | 5.32% | 1.10M | $20.2M | +0.01%(+117) | $48.56(+3.92%) | 2026-03-31 | |
| VXF | VANGUARD EXTENDED MARKET ETF | 5.07% | 93.3K | $19.2M | +3.48%(+3.14K) | $171.42(+32.78%) | 2026-03-31 | |
| IEFA | ISHARES CORE MSCI EAFE | 4.96% | 207.5K | $18.8M | -73.32%(-570.31K) | $79.33(+22.45%) | 2026-03-31 | |
| IJR | ISHARES S&P SMALLCAP 600 ETF | 4.63% | 141.1K | $17.5M | +0.99%(+1.39K) | $107.45(+25.90%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.50% | +31.28% |
| Top 20 Holdings Unweighted | +8.83% | +28.91% |
Sign up free to track Fairway Wealth LLC, compare funds side by side, and get alerts the moment positions change.