Top 50 GM Advisory Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR Portfolio S&P 500 ETF | 14.33% | 4.86M | $372.1M | +2.46%(+116.65K) | $55.77(+56.65%) | 2026-03-31 | |
| SGOV | iShares TR iShares 0-3 MNTH Treas BD ETF | 8.97% | 2.31M | $233.0M | -7.17%(-178.82K) | $100.59(-0.08%) | 2026-03-31 | |
| IAU | iShares Gold Trust iShares New | 5.33% | 1.57M | $138.4M | +2.78%(+42.38K) | $36.51(+141.54%) | 2026-03-31 | |
| VTI | Vanguard Total Com Market ETF | 4.26% | 344.9K | $110.7M | +4.33%(+14.30K) | $212.82(+71.37%) | 2026-03-31 | |
| BKLC | BNY Mellon ETF TR US Large Cap Core Equity ETF | 2.99% | 622.1K | $77.6M | +14.79%(+80.13K) | $111.92(+26.93%) | 2026-03-31 | |
| ACWX | iShares TR MSCI Acwi Ex US ETF | 2.88% | 1.09M | $74.8M | +7.25%(+73.78K) | $47.99(+57.23%) | 2026-03-31 | |
| IWV | iShares TR Russell 3000 ETF | 2.47% | 173.1K | $64.2M | -2.37%(-4.21K) | $210.31(+99.74%) | 2026-03-31 | |
| AAPL | Apple Inc Com | 2.47% | 252.5K | $64.1M | -0.63%(-1.59K) | $110.29(+170.99%) | 2026-03-31 | |
| SHY | iShares Barclays 1-3 YR TSY BD | 2.41% | 757.4K | $62.5M | +2.11%(+15.64K) | $82.85(-0.80%) | 2026-03-31 | |
| ITOT | iShares TR Core S&P Total U S STK MKT ETF | 2.07% | 377.8K | $53.8M | +11.05%(+37.60K) | $124.29(+30.33%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.72% | +35.74% |
| Top 20 Holdings Unweighted | +11.73% | +39.46% |
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