Top 50 Hyperion Partners, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SDY | SPDR SER TR | 16.79% | 185.2K | $26.3M | +5.42%(+9.53K) | — | 2024-09-30 | |
| RWJ | INVESCO EXCH TRADED FD TR II | 10.17% | 348.5K | $15.9M | +4.46%(+14.87K) | — | 2024-09-30 | |
| QQQ | INVESCO QQQ TR | 9.63% | 30.9K | $15.1M | +5.66%(+1.66K) | — | 2024-09-30 | |
| VXUS | VANGUARD STAR FDS | 6.78% | 164.1K | $10.6M | +5.23%(+8.16K) | — | 2024-09-30 | |
| VOT | VANGUARD INDEX FDS | 6.46% | 41.6K | $10.1M | +6.23%(+2.44K) | — | 2024-09-30 | |
| JPIB | J P MORGAN EXCHANGE TRADED F | 5.21% | 167.7K | $8.2M | +3.98%(+6.42K) | — | 2024-09-30 | |
| SPLV | INVESCO EXCH TRADED FD TR II | 5.14% | 112.4K | $8.1M | +4.58%(+4.93K) | — | 2024-09-30 | |
| BIV | VANGUARD BD INDEX FDS | 4.91% | 98.1K | $7.7M | +3.28%(+3.11K) | — | 2024-09-30 | |
| VBR | VANGUARD INDEX FDS | 4% | 31.2K | $6.3M | +5.87%(+1.73K) | — | 2024-09-30 | |
| AAPL | APPLE INC | 3.73% | 25.1K | $5.8M | -0.10%(-24) | — | 2024-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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