Top 50 Kaydan Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 10.89% | 166.0K | $32.6M | -0.20%(-326) | $145.84(+42.87%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 9.5% | 443.4K | $28.4M | -34.03%(-228.70K) | $51.86(+36.19%) | 2026-03-31 | |
| FTSM | FIRST TR EXCHANGE-TRADED FD | 8.39% | 419.5K | $25.1M | +0.98%(+4.05K) | $59.92(-0.10%) | 2026-03-31 | |
| IEF | ISHARES TR | 6.19% | 193.8K | $18.5M | -28.16%(-75.98K) | $95.67(-1.41%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 6.15% | 95.9K | $18.4M | +0.19%(+183) | $158.71(+27.85%) | 2026-03-31 | |
| IAU | ISHARES GOLD TR | 5.25% | 178.0K | $15.7M | -58.76%(-253.62K) | $48.42(+82.15%) | 2026-03-31 | |
| SH | PROSHARES TR | 4.92% | 387.7K | $14.7M | new | $44.89(-25.58%) | 2026-03-31 | |
| ITOT | ISHARES TR | 4.91% | 103.1K | $14.7M | -48.98%(-99.01K) | $130.41(+24.21%) | 2026-03-31 | |
| TLT | ISHARES TR | 4.3% | 148.4K | $12.9M | -0.30%(-453) | $91.24(-7.06%) | 2026-03-31 | |
| FTA | FIRST TR EXCHANGE-TRADED ALP | 2.74% | 88.8K | $8.2M | -0.48%(-427) | $73.76(+25.57%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +3.82% | +11.91% |
| Top 20 Holdings Unweighted | +8.84% | +28.92% |
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