Top 50 Indie Asset Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LLY | ELI LILLY & CO | 9.72% | 9.3K | $8.5M | -19.61%(-2.26K) | $729.79(+66.34%) | 2026-03-31 | |
| AAPL | APPLE INC | 7.94% | 27.5K | $7.0M | +28.35%(+6.06K) | $122.25(+152.45%) | 2026-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 7.52% | 87.9K | $6.6M | +8.71%(+7.04K) | $65.04(+27.58%) | 2026-03-31 | |
| PAAA | PGIM ETF TR | 6.43% | 110.3K | $5.6M | +14.57%(+14.02K) | $51.41(-0.17%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.44% | 8.2K | $3.0M | +7.10%(+541) | $285.14(+36.95%) | 2026-03-31 | |
| ITA | ISHARES TR | 3.3% | 13.2K | $2.9M | +7.18%(+886) | $191.92(+29.32%) | 2026-03-31 | |
| VDE | VANGUARD WORLD FD | 2.93% | 14.8K | $2.6M | -2.94%(-449) | $79.31(+89.68%) | 2026-03-31 | |
| DFIS | DIMENSIONAL ETF TRUST | 2.74% | 71.5K | $2.4M | +3.74%(+2.58K) | $28.23(+25.84%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.6% | 13.1K | $2.3M | +0.73%(+95) | $73.52(+165.00%) | 2026-03-31 | |
| SCHE | SCHWAB STRATEGIC TR | 2.34% | 62.4K | $2.1M | +25.48%(+12.67K) | $29.72(+20.63%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +21.48% | +79.28% |
| Top 20 Holdings Unweighted | +16.22% | +56.99% |
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