Top 50 Marino, Stram & Associates Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VYM | VANGUARD WHITEHALL FDS | 14.89% | 559.8K | $82.9M | +1.81%(+9.96K) | $106.24(+46.50%) | 2026-03-31 | |
| IVV | ISHARES TR | 10.59% | 90.2K | $58.9M | +2.44%(+2.15K) | $274.89(+171.28%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 7.68% | 97.8K | $42.7M | +2.63%(+2.51K) | $48.37(+80.93%) | 2026-03-31 | |
| SDY | SPDR SERIES TRUST | 7.31% | 278.7K | $40.7M | -0.42%(-1.17K) | $120.47(+22.08%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 6.24% | 177.1K | $34.7M | +0.82%(+1.44K) | $142.13(+46.60%) | 2026-03-31 | |
| IJH | ISHARES TR | 3.36% | 277.1K | $18.7M | +1.48%(+4.05K) | $41.60(+75.81%) | 2026-03-31 | |
| IJR | ISHARES TR | 2.46% | 110.1K | $13.7M | +0.03%(+35) | $78.93(+71.39%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.1% | 46.1K | $11.7M | -1.45%(-678) | $123.57(+141.87%) | 2026-03-31 | |
| HFXI | NEW YORK LIFE INVESTMENTS ET | 1.51% | 250.3K | $8.4M | +1.48%(+3.66K) | $25.97(+42.64%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 1.51% | 28.6K | $8.4M | +0.10%(+29) | $133.37(+125.13%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.41% | +42.06% |
| Top 20 Holdings Unweighted | +11.61% | +39.01% |
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