Top 50 Freedom Financial Partners Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 9.46% | 44.4K | $26.6M | +3.27%(+1.41K) | $537.38(+23.81%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 7.84% | 259.4K | $22.0M | +2.44%(+6.17K) | $65.57(+36.08%) | 2026-03-31 | |
| AVUS | AMERICAN CENTY ETF TR | 6.89% | 174.1K | $19.4M | -4.73%(-8.65K) | $96.01(+28.23%) | 2026-03-31 | |
| CGIE | CAPITAL GROUP INTERNATIONAL | 5.39% | 447.8K | $15.1M | +20.17%(+75.18K) | $33.69(+5.64%) | 2026-03-31 | |
| AAPL | APPLE INC | 5.09% | 56.3K | $14.3M | -1.36%(-777) | $241.71(+17.57%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 5.01% | 49.0K | $14.1M | +4.25%(+2.00K) | $66.74(+16.42%) | 2026-03-31 | |
| RLY | SSGA ACTIVE ETF TR | 4.35% | 338.2K | $12.2M | +2.88%(+9.48K) | $28.33(+31.22%) | 2026-03-31 | |
| AVEM | AMERICAN CENTY ETF TR | 3.8% | 132.6K | $10.7M | +2.83%(+3.65K) | $62.88(+46.67%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.56% | 185.2K | $10.0M | +3.35%(+6.00K) | $46.69(+27.14%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 3.53% | 232.8K | $9.9M | +23.75%(+44.67K) | $41.75(+11.75%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.79% | +15.06% |
| Top 20 Holdings Unweighted | +4.01% | +12.51% |
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