Top 50 Financial Solutions Advisory Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPTS | SPDR SERIES TRUST | 14.26% | 3.53M | $103.1M | new | $29.23(-0.96%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 9.78% | 2.76M | $70.8M | new | $26.27(+11.89%) | 2026-03-31 | |
| ISTB | ISHARES TR | 7.93% | 1.18M | $57.4M | new | $48.60(-1.00%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 7.11% | 89.1K | $51.4M | new | $595.74(+19.61%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 6.52% | 72.6K | $47.2M | new | $666.13(+11.81%) | 2026-03-31 | |
| SCHM | SCHWAB STRATEGIC TR | 5.48% | 1.28M | $39.6M | new | $30.51(+17.88%) | 2026-03-31 | |
| VTIP | VANGUARD MALVERN FDS | 3.61% | 522.1K | $26.1M | new | $49.70(-0.25%) | 2026-03-31 | |
| IWM | ISHARES TR | 2.35% | 68.4K | $17.0M | new | $247.08(+20.44%) | 2026-03-31 | |
| BSCR | INVESCO EXCH TRD SLF IDX FD | 2.29% | 845.6K | $16.6M | new | $19.68(-0.29%) | 2026-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 2.15% | 207.5K | $15.6M | new | $74.33(+11.64%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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