Top 50 Financial Council, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 20.06% | 1.56M | $52.0M | +5.06%(+75.02K) | $24.19(+64.14%) | 2026-03-31 | |
| ACWX | ISHARES TR | 10.23% | 387.3K | $26.5M | +83.77%(+176.53K) | $63.93(+18.02%) | 2026-03-31 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 7.53% | 485.7K | $19.5M | +5.73%(+26.31K) | $24.76(+87.09%) | 2026-03-31 | |
| IUSG | ISHARES TR | 5.14% | 85.9K | $13.3M | -0.11%(-94) | $101.63(+84.50%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 4.89% | 224.1K | $12.7M | -0.96%(-2.17K) | $41.95(+43.47%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.29% | 43.8K | $11.1M | -7.68%(-3.64K) | $143.04(+108.94%) | 2026-03-31 | |
| IUSV | ISHARES TR | 3.58% | 90.8K | $9.3M | +0.35%(+319) | $71.63(+51.76%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 3.22% | 85.4K | $8.4M | +3.99%(+3.27K) | $66.51(+78.67%) | 2026-03-31 | |
| IEMG | ISHARES INC | 3% | 111.6K | $7.8M | +4.67%(+4.98K) | $54.33(+51.03%) | 2026-03-31 | |
| IJH | ISHARES TR | 2.88% | 110.7K | $7.5M | +1.89%(+2.05K) | $53.66(+36.30%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.81% | +51.34% |
| Top 20 Holdings Unweighted | +14.53% | +50.21% |
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