Top 50 Foundations Investment Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES TR | 3.2% | 2.28M | $257.5M | +12.04%(+244.63K) | $89.96(+50.52%) | 2026-03-31 | |
| IVE | ISHARES TR | 2.91% | 1.11M | $234.7M | +10.98%(+110.01K) | $188.95(+21.83%) | 2026-03-31 | |
| IUSB | ISHARES TR | 2.16% | 3.78M | $174.4M | +12.32%(+414.23K) | $47.23(-2.69%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 1.94% | 2.69M | $156.7M | -16.71%(-540.32K) | $47.24(+42.10%) | 2026-03-31 | |
| IVV | ISHARES TR | 1.85% | 228.6K | $149.3M | +181.55%(+147.43K) | $596.15(+25.54%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.82% | 842.0K | $146.8M | +9.21%(+71.04K) | $91.31(+113.37%) | 2026-03-31 | |
| EFV | ISHARES TR | 1.81% | 1.96M | $145.7M | +8.54%(+154.21K) | $57.91(+34.44%) | 2026-03-31 | |
| XLC | SELECT SECTOR SPDR TR | 1.74% | 1.26M | $140.1M | +7.65%(+89.84K) | $96.11(+14.04%) | 2026-03-31 | |
| SOXX | ISHARES TR | 1.7% | 416.2K | $136.8M | +2.48%(+10.09K) | $261.83(+116.29%) | 2026-03-31 | |
| AEMS | TWO RDS SHARED TR | 1.55% | 12.46M | $124.9M | +8.04%(+927.35K) | $10.53(-75.51%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.09% | +33.42% |
| Top 20 Holdings Unweighted | +11.22% | +37.56% |
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