Top 50 Manske Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 16.67% | 185.5K | $59.5M | +7.05%(+12.22K) | $290.04(+25.74%) | 2026-03-31 | |
| AAPL | APPLE INC | 6.85% | 96.3K | $24.4M | -3.25%(-3.24K) | $232.36(+28.62%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.87% | 215.7K | $13.8M | +11.82%(+22.80K) | $51.85(+36.23%) | 2026-03-31 | |
| GAL | SSGA ACTIVE ETF TR | 3.24% | 233.5K | $11.6M | +0.11%(+258) | $44.86(+18.70%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3% | 51.4K | $10.7M | +4.92%(+2.41K) | $204.19(+32.29%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 2.47% | 30.7K | $8.8M | +3.60%(+1.07K) | $182.80(+118.29%) | 2026-03-31 | |
| PGX | INVESCO EXCH TRADED FD TR II | 2.03% | 664.4K | $7.2M | +12.61%(+74.40K) | $11.79(-5.71%) | 2026-03-31 | |
| JPME | J P MORGAN EXCHANGE TRADED F | 1.92% | 59.8K | $6.9M | +9.12%(+5.00K) | $104.29(+15.39%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 1.75% | 36.9K | $6.3M | -4.83%(-1.87K) | $112.47(+34.76%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.64% | 15.8K | $5.8M | +6.16%(+917) | $423.94(-4.42%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.65% | +28.27% |
| Top 20 Holdings Unweighted | +11.98% | +40.43% |
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