Top 50 Juno Financial Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VXUS | VANGUARD STAR FDS | 10.03% | 331.9K | $25.6M | +1.84%(+5.98K) | $74.48(+13.91%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 8.88% | 496.4K | $22.6M | +22.44%(+90.97K) | $46.08(-1.33%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 8.19% | 97.2K | $20.9M | +2.45%(+2.33K) | $217.78(+9.57%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 6.82% | 117.4K | $17.4M | +2.41%(+2.76K) | $142.32(+12.06%) | 2026-03-31 | |
| GOVT | ISHARES TR | 6.78% | 755.4K | $17.3M | +3.53%(+25.74K) | $23.07(-1.65%) | 2026-03-31 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 6.15% | 229.9K | $15.7M | -0.66%(-1.52K) | $68.37(+17.22%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 4.96% | 434.3K | $12.7M | +5.90%(+24.20K) | $32.19(+6.00%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 4.02% | 334.0K | $10.2M | +3.16%(+10.24K) | $27.42(+18.14%) | 2026-03-31 | |
| JPLD | J P MORGAN EXCHANGE TRADED F | 3.41% | 166.4K | $8.7M | new | $52.26(-0.52%) | 2026-03-31 | |
| IBTG | ISHARES TR | 3.28% | 365.0K | $8.4M | -20.70%(-95.30K) | $22.91(-0.36%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -4.92% | -14.05% |
| Top 20 Holdings Unweighted | -7.13% | -19.89% |
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