Top 50 FDx Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BND | VANGUARD BD INDEX FDS TOTAL BND MRKT | 4.86% | 206.7K | $15.2M | -11.56%(-27.00K) | $77.47(-5.54%) | 2026-03-31 | |
| IDEV | ISHARES TR CORE MSCI INTL | 4.76% | 178.5K | $14.9M | new | $53.09(+68.65%) | 2026-03-31 | |
| SCHP | SCHWAB STRATEGIC TR US TIPS ETF | 4.61% | 542.1K | $14.4M | +4.32%(+22.43K) | $27.36(-2.08%) | 2026-03-31 | |
| IEMG | ISHARES INC CORE MSCI EMKT | 4.33% | 194.5K | $13.6M | new | $54.51(+50.52%) | 2026-03-31 | |
| IWD | ISHARES TR RUS 1000 VAL ETF | 4.2% | 61.5K | $13.2M | -3.58%(-2.29K) | $73.88(+217.65%) | 2026-03-31 | |
| IWF | ISHARES TR RUS 1000 GRW ETF | 4.05% | 29.7K | $12.7M | -2.37%(-721) | $119.23(+4.26%) | 2026-03-31 | |
| MBB | ISHARES TR MBS ETF | 3.57% | 117.9K | $11.2M | +3.01%(+3.45K) | $100.60(-6.21%) | 2026-03-31 | |
| AGG | ISHARES TR CORE US AGGBD ET | 2.63% | 83.0K | $8.2M | -1.37%(-1.16K) | $106.07(-6.98%) | 2026-03-31 | |
| IVV | ISHARES TR CORE S P500 ETF | 2.49% | 11.9K | $7.8M | -14.69%(-2.06K) | $541.02(+37.84%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST STATE STREET SPD | 2.35% | 75.3K | $7.4M | new | $79.49(+49.49%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.20% | +48.95% |
| Top 20 Holdings Unweighted | +13.82% | +47.47% |
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