Top 23 Ltg Capital LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| RSP | INVESCO EXCHANGE TRADED FD T | 21.96% | 149.8K | $28.7M | +0.99%(+1.47K) | $156.39(+37.42%) | 2026-03-31 | |
| IJR | ISHARES TR | 20.97% | 220.8K | $27.4M | +0.73%(+1.60K) | $104.99(+39.52%) | 2026-03-31 | |
| IJH | ISHARES TR | 18.21% | 353.0K | $23.8M | +1.33%(+4.62K) | $55.29(+37.61%) | 2026-03-31 | |
| SCZ | ISHARES TR | 6.13% | 102.3K | $8.0M | +0.96%(+973) | $63.80(+30.86%) | 2026-03-31 | |
| IEFA | ISHARES TR | 4.97% | 71.9K | $6.5M | +1.30%(+925) | $74.60(+30.42%) | 2026-03-31 | |
| IJS | ISHARES TR | 3.2% | 35.4K | $4.2M | -1.27%(-457) | $92.82(+45.92%) | 2026-03-31 | |
| IJT | ISHARES TR | 3.2% | 28.9K | $4.2M | -0.26%(-76) | $116.02(+51.60%) | 2026-03-31 | |
| IJJ | ISHARES TR | 2.85% | 28.1K | $3.7M | -1.52%(-433) | $100.00(+46.76%) | 2026-03-31 | |
| IJK | ISHARES TR | 2.8% | 36.4K | $3.7M | -1.19%(-440) | $71.50(+61.02%) | 2026-03-31 | |
| EFA | ISHARES TR | 2.48% | 33.4K | $3.2M | -0.20%(-67) | $63.85(+63.46%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.20% | +41.26% |
| Top 20 Holdings Unweighted | +11.44% | +38.39% |
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