Top 50 Gilbert Capital Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 18.82% | 37.3K | $24.4M | -1.02%(-384) | $600.09(+24.27%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 10.9% | 242.4K | $14.1M | -3.18%(-7.97K) | $56.04(+18.55%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 9.95% | 419.8K | $12.9M | new | $29.06(+9.28%) | 2026-03-31 | |
| EFV | ISHARES TR | 6.49% | 113.0K | $8.4M | +46.35%(+35.79K) | $65.09(+20.67%) | 2026-03-31 | |
| VYMI | VANGUARD WHITEHALL FDS | 6.41% | 88.0K | $8.3M | +196.10%(+58.29K) | $90.51(+10.04%) | 2026-03-31 | |
| ISTB | ISHARES TR | 5.49% | 146.6K | $7.1M | -1.08%(-1.60K) | $48.50(-0.52%) | 2026-03-31 | |
| DSI | ISHARES TR | 3.97% | 42.4K | $5.1M | -3.31%(-1.45K) | $109.29(+29.24%) | 2026-03-31 | |
| GVI | ISHARES TR | 3.55% | 43.0K | $4.6M | +5.53%(+2.25K) | $106.56(-0.41%) | 2026-03-31 | |
| GSLC | GOLDMAN SACHS ETF TR | 2.67% | 27.6K | $3.5M | -8.58%(-2.59K) | $115.38(+21.81%) | 2026-03-31 | |
| ESGU | ISHARES TR | 2.46% | 22.5K | $3.2M | -6.75%(-1.63K) | $129.26(+24.92%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.61% | +24.62% |
| Top 20 Holdings Unweighted | +6.32% | +20.19% |
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