Top 47 Holland Advisory Services, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 28.8% | 32.9K | $21.5M | +0.18%(+58) | $413.45(+81.02%) | 2026-03-31 | |
| IJH | ISHARES TR | 23.95% | 264.7K | $17.9M | -1.17%(-3.12K) | $53.15(+43.17%) | 2026-03-31 | |
| IJR | ISHARES TR | 13.22% | 79.4K | $9.9M | -0.51%(-403) | $109.62(+33.63%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 3.3% | 7.7K | $2.5M | -0.35%(-27) | $238.97(+54.32%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.6% | 7.7K | $1.9M | +0.03%(+2) | $163.63(+88.62%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.65% | 3.3K | $1.2M | +0.06%(+2) | $349.39(+11.76%) | 2026-03-31 | |
| PM | PHILIP MORRIS INTL INC | 1.54% | 7.0K | $1.2M | -7.85%(-594) | $95.28(+91.29%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 1.52% | 3.9K | $1.1M | +7.31%(+263) | $173.02(+93.31%) | 2026-03-31 | |
| IWP | ISHARES TR | 1.51% | 8.8K | $1.1M | +0.03%(+3) | $113.58(+25.86%) | 2026-03-31 | |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 1.35% | 17.1K | $1.0M | new | $67.63(-20.86%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.69% | +31.99% |
| Top 20 Holdings Unweighted | +10.90% | +36.39% |
Sign up free to track Holland Advisory Services, Inc., compare funds side by side, and get alerts the moment positions change.