Top 50 Henderson Brothers Financial Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FBND | FIDELITY MERRIMACK STR TR | 18.56% | 1.61M | $73.3M | new | $45.57(-0.22%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 8.53% | 439.9K | $33.7M | new | $68.12(+28.69%) | 2026-03-31 | |
| SGOV | ISHARES TR | 7.95% | 311.9K | $31.4M | new | $100.52(-0.08%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 7.04% | 327.5K | $27.8M | new | $73.80(+21.85%) | 2026-03-31 | |
| GOVT | ISHARES TR | 5.84% | 1.01M | $23.1M | new | $22.97(-1.24%) | 2026-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 5.69% | 492.0K | $22.5M | new | $40.08(+24.93%) | 2026-03-31 | |
| IVV | ISHARES TR | 3.7% | 22.4K | $14.6M | new | $616.48(+21.40%) | 2026-03-31 | |
| AVEM | AMERICAN CENTY ETF TR | 3.6% | 176.4K | $14.2M | new | $68.87(+34.22%) | 2026-03-31 | |
| GLDM | WORLD GOLD TR | 2.97% | 126.4K | $11.7M | new | $70.70(+15.33%) | 2026-03-31 | |
| PSC | PRINCIPAL EXCHANGE TRADED FD | 2.47% | 170.5K | $9.8M | new | $53.76(+28.03%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +0.00% | +0.00% |
| Top 20 Holdings Unweighted | +0.00% | +0.00% |
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