Top 50 Foundry Financial Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 9.97% | 30.8K | $20.1M | +2.71%(+812) | $514.39(+44.98%) | 2026-03-31 | |
| AVIV | AMERICAN CENTY ETF TR | 8.11% | 218.4K | $16.3M | -9.77%(-23.66K) | $53.12(+49.68%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 6.07% | 210.1K | $12.2M | +9.94%(+19.00K) | $56.26(+18.09%) | 2026-03-31 | |
| IEFA | ISHARES TR | 6.02% | 134.0K | $12.1M | -5.64%(-8.01K) | $70.54(+37.71%) | 2026-03-31 | |
| IUSG | ISHARES TR | 5.83% | 75.8K | $11.8M | +9.88%(+6.82K) | $128.00(+46.49%) | 2026-03-31 | |
| JGRO | J P MORGAN EXCHANGE TRADED F | 5.71% | 136.2K | $11.5M | +16.03%(+18.81K) | $82.05(+19.15%) | 2026-03-31 | |
| AVLV | AMERICAN CENTY ETF TR | 5.01% | 125.3K | $10.1M | -6.30%(-8.43K) | $63.10(+39.89%) | 2026-03-31 | |
| IEI | ISHARES TR | 4.2% | 71.3K | $8.5M | +9.34%(+6.09K) | $118.02(-0.37%) | 2026-03-31 | |
| IUSV | ISHARES TR | 4.08% | 80.4K | $8.2M | +1.91%(+1.51K) | $81.05(+34.13%) | 2026-03-31 | |
| PVAL | PUTNAM ETF TRUST | 3.84% | 167.0K | $7.7M | +1.37%(+2.26K) | $37.51(+32.42%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.18% | +37.43% |
| Top 20 Holdings Unweighted | +10.47% | +34.82% |
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