Top 50 Graybill Wealth Management, Ltd. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | 4.64% | 53.0K | $15.2M | -19.86%(-13.13K) | $51.77(+674.73%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.27% | 55.2K | $14.0M | -15.54%(-10.16K) | $70.06(+325.66%) | 2026-03-31 | |
| GLD | SPDR GOLD SHARES | 4.24% | 32.3K | $13.9M | -0.31%(-100) | $175.26(+143.76%) | 2026-03-31 | |
| IEMG | ISHARES CORE EMERGING MARKETS ETF | 3.08% | 145.1K | $10.1M | -0.12%(-170) | $51.98(+58.30%) | 2026-03-31 | |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | 2.85% | 113.2K | $9.3M | +5.39%(+5.79K) | $85.31(-3.69%) | 2026-03-31 | |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | 2.82% | 97.0K | $9.3M | +2.30%(+2.18K) | $102.51(-8.05%) | 2026-03-31 | |
| FLEX | FLEX LTD | 2.74% | 137.3K | $9.0M | -24.21%(-43.87K) | $8.74(+1542.62%) | 2026-03-31 | |
| AMZN | AMAZON.COM INC | 2.65% | 41.9K | $8.7M | +10.59%(+4.01K) | $156.30(+70.97%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.62% | 23.3K | $8.6M | +21.47%(+4.11K) | $345.78(+18.41%) | 2026-03-31 | |
| RTX | RAYTHEON TECHNOLOGIES CORP | 2.61% | 44.5K | $8.6M | -29.20%(-18.36K) | $65.60(+167.82%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +21.29% | +78.42% |
| Top 20 Holdings Unweighted | +21.11% | +77.63% |
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