Top 50 First Affirmative Financial Network Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SHE | SPDR SERIES TRUST | 5.44% | 109.7K | $14.0M | new | $126.71(+21.18%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.68% | 54.4K | $9.5M | new | $62.80(+210.26%) | 2026-03-31 | |
| SPTS | SPDR SERIES TRUST | 3.31% | 292.1K | $8.5M | new | $30.15(-3.97%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.23% | 32.8K | $8.3M | new | $180.71(+70.79%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 2.53% | 109.3K | $6.5M | new | $66.58(-11.69%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.36% | 16.4K | $6.1M | new | $375.66(+3.95%) | 2026-03-31 | |
| TAXF | AMERICAN CENTY ETF TR | 2.29% | 117.9K | $5.9M | new | $50.57(+0.63%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 1.93% | 17.3K | $5.0M | new | $144.04(+149.87%) | 2026-03-31 | |
| VTES | VANGUARD WELLINGTON FD | 1.84% | 46.9K | $4.7M | new | $101.36(-0.15%) | 2026-03-31 | |
| VTEB | VANGUARD MUN BD FDS | 1.76% | 90.9K | $4.5M | new | $50.18(+0.70%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.74% | +47.16% |
| Top 20 Holdings Unweighted | +16.27% | +57.17% |
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