Top 50 Horst & Graben Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 6.18% | 534.8K | $45.0M | +26.18%(+110.96K) | $50.30(+73.70%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 5.54% | 631.4K | $40.4M | -12.84%(-93.00K) | $44.92(+47.91%) | 2026-03-31 | |
| IVW | ISHARES TR | 4.7% | 262.4K | $34.2M | +4.11%(+10.35K) | $83.19(+64.99%) | 2026-03-31 | |
| IVE | ISHARES TR | 4.68% | 155.1K | $34.1M | +3.37%(+5.06K) | $192.53(+16.68%) | 2026-03-31 | |
| SCHZ | SCHWAB STRATEGIC TR | 4.54% | 1.42M | $33.1M | +2.29%(+31.84K) | $25.50(-9.50%) | 2026-03-31 | |
| IUSB | ISHARES TR | 3.63% | 570.9K | $26.4M | +1.93%(+10.83K) | $47.22(-2.61%) | 2026-03-31 | |
| CORO | BLACKROCK ETF TRUST | 3.52% | 743.3K | $25.6M | new | $31.61(+13.43%) | 2026-03-31 | |
| QUAL | ISHARES TR | 3.26% | 114.6K | $23.7M | +0.91%(+1.03K) | $130.50(+61.66%) | 2026-03-31 | |
| MBB | ISHARES TR | 3.08% | 236.2K | $22.5M | +4.06%(+9.21K) | $96.67(-2.40%) | 2026-03-31 | |
| GOVT | ISHARES TR | 2.85% | 907.5K | $20.8M | +890.95%(+815.92K) | $23.20(-2.16%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.60% | +31.64% |
| Top 20 Holdings Unweighted | +8.90% | +29.16% |
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