Top 31 Mann Financial Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 36.89% | 60.0K | $39.2M | +3.90%(+2.25K) | $646.09(+15.42%) | 2026-03-31 | |
| IEFA | ISHARES TR | 20.79% | 243.9K | $22.1M | +3.41%(+8.04K) | $85.57(+13.52%) | 2026-03-31 | |
| AGG | ISHARES TR | 12.6% | 134.8K | $13.4M | -2.07%(-2.85K) | $99.72(-1.06%) | 2026-03-31 | |
| USMV | ISHARES TR | 5.76% | 66.0K | $6.1M | -8.80%(-6.37K) | $94.51(-0.21%) | 2026-03-31 | |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 3.87% | 39.8K | $4.1M | +71.05%(+16.54K) | $102.65(+5.91%) | 2026-03-31 | |
| IEMG | ISHARES INC | 2.94% | 44.7K | $3.1M | -1.59%(-723) | $62.97(+30.29%) | 2026-03-31 | |
| IJR | ISHARES TR | 2.33% | 19.9K | $2.5M | +12.43%(+2.20K) | $115.28(+17.35%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 1.66% | 3.0K | $1.8M | +23.19%(+574) | $581.79(+22.85%) | 2026-03-31 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 1.5% | 39.8K | $1.6M | -0.49%(-196) | $42.28(+9.57%) | 2026-03-31 | |
| IJH | ISHARES TR | 1.2% | 18.8K | $1.3M | +40.58%(+5.43K) | $64.99(+12.52%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -1.18% | -3.50% |
| Top 20 Holdings Unweighted | -2.16% | -6.35% |
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