Top 50 Frisch Financial Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 7.91% | 192.7K | $37.8M | +31.18%(+45.81K) | $166.46(+25.17%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 6.4% | 159.5K | $30.6M | +0.83%(+1.31K) | $158.05(+28.39%) | 2026-03-31 | |
| SPTI | SPDR SERIES TRUST | 5.27% | 879.3K | $25.2M | +236.00%(+617.63K) | $28.78(-1.37%) | 2026-03-31 | |
| BINC | BLACKROCK ETF TRUST II | 5.19% | 477.6K | $24.8M | +1.91%(+8.97K) | $53.03(-1.46%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 4.98% | 409.2K | $23.8M | +318.66%(+311.47K) | $59.21(+12.21%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 4.96% | 82.5K | $23.7M | -1.52%(-1.27K) | $75.75(+431.50%) | 2026-03-31 | |
| IUSB | ISHARES TR | 4.42% | 457.4K | $21.1M | +93.20%(+220.66K) | $46.49(-1.08%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.59% | 67.7K | $17.2M | -1.32%(-904) | $65.64(+355.29%) | 2026-03-31 | |
| XLF | SELECT SECTOR SPDR TR | 2.84% | 275.3K | $13.6M | +0.98%(+2.68K) | $26.78(+90.42%) | 2026-03-31 | |
| VT | VANGUARD INTL EQUITY INDEX F | 2.47% | 85.3K | $11.8M | -0.51%(-434) | $91.42(+69.98%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.07% | +44.55% |
| Top 20 Holdings Unweighted | +13.28% | +45.36% |
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