Top 50 Hantz Financial Services, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 5.97% | 599.6K | $391.6M | +25.76%(+122.82K) | $580.51(+28.46%) | 2026-03-31 | |
| CAML | PROFESIONALLY MANAGED PORTFO | 4.89% | 9.11M | $320.5M | +8.16%(+687.43K) | $30.83(+26.77%) | 2026-03-31 | |
| USSE | SEGALL BRYANT HAMILL TR | 4.46% | 8.81M | $292.5M | +7.15%(+587.54K) | $28.65(+36.03%) | 2026-03-31 | |
| IEFA | ISHARES TR | 3.56% | 2.58M | $233.7M | +9.17%(+216.74K) | $75.13(+29.29%) | 2026-03-31 | |
| BUSA | 2023 ETF SERIES TRUST | 3.16% | 5.59M | $207.0M | -11.33%(-714.35K) | $23.20(+64.96%) | 2026-03-31 | |
| AGG | ISHARES TR | 3.01% | 1.99M | $197.3M | +41.36%(+581.38K) | $101.52(-2.80%) | 2026-03-31 | |
| CSMD | PROFESIONALLY MANAGED PORTFO | 2.91% | 6.22M | $190.9M | -16.98%(-1.27M) | $28.34(+17.42%) | 2026-03-31 | |
| TLT | ISHARES TR | 2.79% | 2.11M | $182.9M | -25.87%(-736.35K) | $96.44(-12.07%) | 2026-03-31 | |
| IVOO | VANGUARD ADMIRAL FDS INC | 2.63% | 1.51M | $172.7M | +39.73%(+429.65K) | $108.23(+14.36%) | 2026-03-31 | |
| BINV | 2023 ETF SERIES TRUST | 2.59% | 4.12M | $169.7M | -11.99%(-560.88K) | $23.73(+79.81%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.11% | +40.90% |
| Top 20 Holdings Unweighted | +10.51% | +34.98% |
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