Top 50 IRON Financial LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CME | CME GROUP INC | 7.53% | 58.3K | $17.2M | -0.17%(-98) | $113.81(+161.07%) | 2026-03-31 | |
| AAPL | APPLE INC | 7.04% | 63.5K | $16.1M | +0.25%(+157) | $59.01(+406.48%) | 2026-03-31 | |
| ISTB | ISHARES TR | 7% | 330.6K | $16.0M | -1.45%(-4.85K) | $47.78(+0.98%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 5.01% | 35.7K | $11.5M | -1.15%(-414) | $122.68(+197.30%) | 2026-03-31 | |
| SPTM | SPDR SERIES TRUST | 4.45% | 128.8K | $10.2M | +0.09%(+111) | $47.01(+91.21%) | 2026-03-31 | |
| SCHY | SCHWAB STRATEGIC TR | 4.29% | 310.3K | $9.8M | +8.74%(+24.95K) | $25.28(+27.94%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.68% | 13.0K | $8.4M | -5.71%(-784) | $280.46(+164.68%) | 2026-03-31 | |
| HTRB | HARTFORD FDS EXCHANGE TRADED | 3.63% | 246.2K | $8.3M | -1.37%(-3.43K) | $41.02(-17.83%) | 2026-03-31 | |
| PULS | PGIM ETF TR | 2.55% | 117.7K | $5.8M | +5.34%(+5.96K) | $49.73(-0.22%) | 2026-03-31 | |
| ACWV | ISHARES INC | 2.53% | 48.4K | $5.8M | -7.21%(-3.76K) | $91.83(+31.52%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.47% | +31.18% |
| Top 20 Holdings Unweighted | +9.58% | +31.57% |
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