Top 50 Fourth Dimension Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPTM | SPDR SERIES TRUST | 5.88% | 196.2K | $15.5M | +8.98%(+16.17K) | $72.10(+25.58%) | 2026-03-31 | |
| AAPL | APPLE INC | 5.2% | 54.0K | $13.7M | -3.81%(-2.14K) | $232.38(+32.81%) | 2026-03-31 | |
| XLK | SELECT SECTOR SPDR TR | 4.89% | 97.0K | $12.9M | +0.94%(+908) | $115.25(+56.70%) | 2026-03-31 | |
| JMBS | JANUS DETROIT STR TR | 4.64% | 271.0K | $12.2M | +2.43%(+6.44K) | $45.21(-0.48%) | 2026-03-31 | |
| SPTI | SPDR SERIES TRUST | 3.56% | 327.6K | $9.4M | +2.65%(+8.47K) | $28.47(-0.63%) | 2026-03-31 | |
| DIA | STATE STR SPDR DOW JONES IND | 3.39% | 19.3K | $8.9M | +3.64%(+679) | $428.44(+23.21%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.15% | 47.6K | $8.3M | -6.25%(-3.17K) | $134.62(+44.73%) | 2026-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 2.59% | 149.3K | $6.8M | +1.92%(+2.81K) | $36.55(+36.99%) | 2026-03-31 | |
| GSLC | GOLDMAN SACHS ETF TR | 2.46% | 51.9K | $6.5M | +7.85%(+3.78K) | $115.94(+22.33%) | 2026-03-31 | |
| SPTS | SPDR SERIES TRUST | 2.22% | 200.3K | $5.8M | +4.31%(+8.28K) | $29.20(-0.87%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.37% | +20.36% |
| Top 20 Holdings Unweighted | +8.07% | +26.23% |
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