Top 50 Granite Bay Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JHMM | JOHN HANCOCK EXCHANGE TRADED | 9.66% | 677.0K | $45.4M | +3.55%(+23.21K) | $61.16(+17.48%) | 2026-03-31 | |
| WTPI | WISDOMTREE TR | 8.17% | 1.20M | $38.4M | +353.40%(+938.25K) | $32.55(+2.04%) | 2026-03-31 | |
| JHCB | JOHN HANCOCK EXCHANGE TRADED | 8.05% | 1.79M | $37.8M | +8.55%(+140.91K) | $21.00(+0.97%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 7.43% | 182.0K | $34.9M | +3.65%(+6.41K) | $165.88(+22.33%) | 2026-03-31 | |
| EEM | ISHARES TR | 4.81% | 397.7K | $22.6M | +0.28%(+1.11K) | $42.78(+57.11%) | 2026-03-31 | |
| IJR | ISHARES TR | 4.54% | 171.9K | $21.4M | +2.72%(+4.55K) | $109.33(+23.74%) | 2026-03-31 | |
| EWJ | ISHARES INC | 3.98% | 221.2K | $18.7M | +3.04%(+6.53K) | $70.06(+32.88%) | 2026-03-31 | |
| JHPI | JOHN HANCOCK EXCHANGE TRADED | 3.92% | 815.5K | $18.4M | +6.02%(+46.33K) | $21.76(+5.59%) | 2026-03-31 | |
| TLT | ISHARES TR | 3.88% | 210.4K | $18.2M | +9.31%(+17.92K) | $90.77(-6.58%) | 2026-03-31 | |
| IAGG | ISHARES TR | 2.93% | 275.4K | $13.7M | new | $50.02(-0.19%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.52% | +42.45% |
| Top 20 Holdings Unweighted | +13.59% | +46.55% |
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