Top 50 Hopwood Financial Services, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CGXU | CAPITAL GROUP INTL FOCUS EQT | 11.52% | 579.9K | $17.1M | +2.12%(+12.02K) | $26.05(+30.94%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 10.03% | 22.9K | $14.9M | -1.05%(-242) | $580.07(+28.39%) | 2026-03-31 | |
| IJH | ISHARES TR | 9.32% | 204.7K | $13.8M | +0.47%(+962) | $62.35(+22.04%) | 2026-03-31 | |
| BSV | VANGUARD BD INDEX FDS | 6.89% | 130.4K | $10.2M | +13.09%(+15.10K) | $78.22(-0.61%) | 2026-03-31 | |
| ACWX | ISHARES TR | 5.7% | 123.4K | $8.5M | new | $67.58(+11.32%) | 2026-03-31 | |
| IJR | ISHARES TR | 4.84% | 57.7K | $7.2M | +0.76%(+433) | $115.76(+26.54%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 4.4% | 38.5K | $6.5M | -15.31%(-6.96K) | $112.40(+21.97%) | 2026-03-31 | |
| MDY | STATE STR SPDR S&P MIDCAP 40 | 4.21% | 10.1K | $6.3M | -2.53%(-263) | $569.48(+21.81%) | 2026-03-31 | |
| TCHP | T ROWE PRICE ETF INC | 3.03% | 101.7K | $4.5M | -0.32%(-326) | $41.10(+19.91%) | 2026-03-31 | |
| TSPA | T ROWE PRICE ETF INC | 2.55% | 92.3K | $3.8M | +35.34%(+24.11K) | $38.61(+21.43%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.27% | +30.46% |
| Top 20 Holdings Unweighted | +8.72% | +28.49% |
Sign up free to track Hopwood Financial Services, Inc., compare funds side by side, and get alerts the moment positions change.