Top 50 Fischer Financial Services, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VCSH | VANGUARD SCOTTSDALE FDS | 11.07% | 415.2K | $32.9M | +1.11%(+4.56K) | $78.77(+0.32%) | 2026-03-31 | |
| IWY | ISHARES TR | 7.13% | 85.2K | $21.2M | +1.94%(+1.62K) | $228.37(+27.86%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 6.24% | 106.4K | $18.6M | +0.08%(+85) | $127.92(+76.54%) | 2026-03-31 | |
| FTEC | FIDELITY COVINGTON TRUST | 6.17% | 88.1K | $18.3M | +1.83%(+1.58K) | $180.61(+49.90%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 5.1% | 52.7K | $15.2M | -1.30%(-695) | $177.52(+126.80%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.8% | 38.5K | $14.3M | +3.32%(+1.24K) | $425.73(-4.82%) | 2026-03-31 | |
| FDIS | FIDELITY COVINGTON TRUST | 4.43% | 141.2K | $13.2M | +2.93%(+4.02K) | $93.06(+9.37%) | 2026-03-31 | |
| TIP | ISHARES TR | 4.11% | 110.8K | $12.2M | +1.46%(+1.60K) | $108.68(+2.24%) | 2026-03-31 | |
| FHLC | FIDELITY COVINGTON TRUST | 4.06% | 171.4K | $12.1M | +0.22%(+369) | $69.09(+2.68%) | 2026-03-31 | |
| FNCL | FIDELITY COVINGTON TRUST | 3.31% | 140.0K | $9.8M | -0.51%(-711) | $66.27(+9.57%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.68% | +14.70% |
| Top 20 Holdings Unweighted | +5.58% | +17.70% |
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