Top 50 Hengehold Capital Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHB | SCHWAB STRATEGIC TR | 16.93% | 7.72M | $193.8M | -0.05%(-3.78K) | $14.48(+92.92%) | 2026-03-31 | |
| PG | PROCTER & GAMBLE CO | 5.51% | 436.4K | $63.0M | +2.31%(+9.87K) | $104.90(+38.14%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 4.22% | 74.3K | $48.3M | +3.33%(+2.39K) | $494.51(+46.36%) | 2026-03-31 | |
| MGK | VANGUARD WORLD FD | 3.82% | 119.1K | $43.7M | +1.90%(+2.21K) | $41.87(+103.40%) | 2026-03-31 | |
| CWI | SPDR INDEX SHS FDS | 3.8% | 1.19M | $43.5M | +0.95%(+11.19K) | $24.79(+58.71%) | 2026-03-31 | |
| BSCW | INVESCO EXCH TRD SLF IDX FD | 3.41% | 1.90M | $39.1M | +2.12%(+39.33K) | $20.72(-0.67%) | 2026-03-31 | |
| BSCV | INVESCO EXCH TRD SLF IDX FD | 3.23% | 2.25M | $37.0M | +2.33%(+51.24K) | $16.40(+0.34%) | 2026-03-31 | |
| IBDT | ISHARES TR | 3.18% | 1.44M | $36.4M | +2.33%(+32.69K) | $24.98(+0.95%) | 2026-03-31 | |
| BSCU | INVESCO EXCH TRD SLF IDX FD | 3.15% | 2.16M | $36.0M | +2.32%(+48.91K) | $16.58(+0.79%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.86% | 50.1K | $32.7M | +31.84%(+12.09K) | $511.93(+42.01%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.61% | +31.69% |
| Top 20 Holdings Unweighted | +8.25% | +26.84% |
Sign up free to track Hengehold Capital Management Llc, compare funds side by side, and get alerts the moment positions change.