Top 50 FLC Capital Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHO | SCHWAB STRATEGIC TR | 7.57% | 1.72M | $41.7M | +5.50%(+89.61K) | $24.29(-0.57%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 7.56% | 212.5K | $41.7M | +4.74%(+9.61K) | $145.95(+42.77%) | 2026-03-31 | |
| SCHR | SCHWAB STRATEGIC TR | 7.34% | 1.62M | $40.5M | +5.16%(+79.67K) | $25.25(-2.25%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 6.06% | 1.15M | $33.4M | +4.60%(+50.40K) | $15.84(+116.67%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 3.99% | 889.2K | $22.0M | +3.12%(+26.94K) | $16.97(+60.90%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.74% | 81.2K | $20.6M | +1.17%(+937) | $78.90(+278.78%) | 2026-03-31 | |
| SPTL | SPDR SERIES TRUST | 3.04% | 636.7K | $16.7M | +4.11%(+25.12K) | $26.79(-3.76%) | 2026-03-31 | |
| EMXC | ISHARES INC | 2.49% | 174.3K | $13.7M | +3.40%(+5.74K) | $54.34(+76.94%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 2.47% | 164.8K | $13.6M | +4.86%(+7.64K) | $79.59(+3.74%) | 2026-03-31 | |
| VMBS | VANGUARD SCOTTSDALE FDS | 2.43% | 285.1K | $13.4M | +3.48%(+9.59K) | $45.73(+2.09%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.69% | +28.41% |
| Top 20 Holdings Unweighted | +10.38% | +34.49% |
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