Top 49 Farnam Financial LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 9.57% | 36.2K | $11.6M | -5.91%(-2.27K) | $275.40(+32.43%) | 2026-03-31 | |
| SGOV | ISHARES TR | 8.75% | 105.6K | $10.6M | -23.31%(-32.11K) | $100.69(-0.18%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 7.7% | 364.9K | $9.4M | -12.61%(-52.65K) | $22.03(+32.43%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 7.09% | 134.4K | $8.6M | +6.73%(+8.47K) | $55.07(+28.26%) | 2026-03-31 | |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | 4.66% | 289.9K | $5.7M | +10.21%(+26.84K) | $19.46(+0.54%) | 2026-03-31 | |
| BSCR | INVESCO EXCH TRD SLF IDX FD | 4.62% | 286.2K | $5.6M | +2.27%(+6.35K) | $19.58(+0.47%) | 2026-03-31 | |
| BSCS | INVESCO EXCH TRD SLF IDX FD | 4.37% | 259.9K | $5.3M | +1.38%(+3.54K) | $20.37(+0.33%) | 2026-03-31 | |
| BSCT | INVESCO EXCH TRD SLF IDX FD | 4.23% | 275.7K | $5.1M | +8.14%(+20.75K) | $18.60(+0.26%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 4.04% | 8.2K | $4.9M | +5.75%(+447) | $538.43(+26.74%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.99% | 19.1K | $4.8M | -30.75%(-8.48K) | $224.67(+33.03%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.96% | +15.63% |
| Top 20 Holdings Unweighted | +3.19% | +9.87% |
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