Top 50 Heck Capital Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 14.4% | 297.3K | $194.2M | -1.28%(-3.87K) | $498.25(+45.91%) | 2026-03-31 | |
| IAUM | ISHARES GOLD TR | 8.44% | 2.44M | $113.7M | +102.43%(+1.23M) | $41.36(+9.75%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 8.34% | 350.3K | $112.4M | -2.19%(-7.83K) | $239.81(+48.86%) | 2026-03-31 | |
| ONEQ | FIDELITY COMWLTH TR | 3.69% | 586.7K | $49.8M | -1.16%(-6.91K) | $66.33(+50.25%) | 2026-03-31 | |
| DIA | STATE STR SPDR DOW JONES IND | 3.62% | 105.3K | $48.8M | -1.97%(-2.11K) | $390.81(+26.14%) | 2026-03-31 | |
| IEMG | ISHARES INC | 3.23% | 623.4K | $43.5M | -22.44%(-180.34K) | $58.10(+37.96%) | 2026-03-31 | |
| GOVT | ISHARES TR | 2.83% | 1.67M | $38.2M | +1.42%(+23.42K) | $22.95(-0.95%) | 2026-03-31 | |
| IEFA | ISHARES TR | 2.79% | 415.9K | $37.7M | -8.85%(-40.39K) | $70.42(+35.52%) | 2026-03-31 | |
| FRDM | EA SERIES TRUST | 2.5% | 614.8K | $33.7M | +178.44%(+394.02K) | $45.22(+43.49%) | 2026-03-31 | |
| IWL | ISHARES TR | 2.44% | 204.6K | $32.8M | +0.00%(+0) | $146.04(+22.83%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.39% | +30.89% |
| Top 20 Holdings Unweighted | +6.67% | +21.37% |
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