Top 50 Fortitude Family Office, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | 8.17% | 55.6K | $36.4M | +9.89%(+5.01K) | $535.78(+35.69%) | 2026-03-31 | |
| VBIL | VANGUARD 0-3 MONTH TREASURY BILL ETF | 5.72% | 336.4K | $25.5M | +18.94%(+53.57K) | $75.53(-0.06%) | 2026-03-31 | |
| IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | 5.23% | 278.4K | $23.3M | +10.34%(+26.08K) | $68.39(+28.74%) | 2026-03-31 | |
| DFIP | DIMENSIONAL INFLATION-PROTECTED SECURITIES ETF | 4.73% | 504.3K | $21.0M | +17.68%(+75.77K) | $41.71(+1.01%) | 2026-03-31 | |
| DBMF | IMGP DBI MANAGED FUTURES STRATEGY ETF | 3.36% | 496.6K | $15.0M | +10.69%(+47.98K) | $27.16(+13.20%) | 2026-03-31 | |
| AAPL | APPLE INC COM | 3.06% | 53.7K | $13.6M | -21.83%(-14.99K) | $186.59(+52.30%) | 2026-03-31 | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 3.01% | 209.2K | $13.4M | -1.20%(-2.54K) | $53.39(+29.19%) | 2026-03-31 | |
| VO | VANGUARD MID-CAP ETF | 2.99% | 46.3K | $13.3M | +10.82%(+4.52K) | $64.04(+21.33%) | 2026-03-31 | |
| VOO | VANGUARD S&P 500 ETF | 2.62% | 19.5K | $11.7M | -0.06%(-11) | $533.83(+24.63%) | 2026-03-31 | |
| AVLV | AVANTIS U.S. LARGE CAP VALUE ETF | 2.37% | 131.0K | $10.6M | +10.35%(+12.28K) | $66.64(+31.12%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.91% | +32.77% |
| Top 20 Holdings Unweighted | +10.92% | +36.45% |
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