Top 50 Family Legacy, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CAT | CATERPILLAR INC | 3.07% | 14.4K | $10.2M | -8.00%(-1.25K) | $143.44(+541.53%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.9% | 38.0K | $9.7M | -2.70%(-1.06K) | $41.99(+610.15%) | 2026-03-31 | |
| AMAT | APPLIED MATLS INC | 2.32% | 22.6K | $7.7M | -14.36%(-3.79K) | $62.84(+601.05%) | 2026-03-31 | |
| GEV | GE VERNOVA INC | 2.3% | 8.8K | $7.7M | -4.07%(-372) | $253.07(+330.92%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 2.29% | 31.2K | $7.6M | -2.11%(-674) | $139.24(+65.75%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 2.25% | 141.8K | $7.5M | -4.55%(-6.75K) | $35.62(+55.95%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.21% | 25.6K | $7.4M | -15.01%(-4.52K) | $54.67(+633.66%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.19% | 24.8K | $7.3M | -2.77%(-707) | $100.35(+198.87%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 2.17% | 21.3K | $7.2M | -16.05%(-4.08K) | $76.88(+443.33%) | 2026-03-31 | |
| WMT | WALMART INC | 2.17% | 58.0K | $7.2M | -1.74%(-1.03K) | $24.14(+448.66%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.17% | +65.03% |
| Top 20 Holdings Unweighted | +18.37% | +65.86% |
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