Top 38 Marmo Financial Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 16.06% | 49.9K | $32.4M | -1.45%(-734) | $388.93(+90.86%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 14.32% | 66.2K | $28.9M | +0.31%(+203) | $64.18(+36.35%) | 2026-03-31 | |
| MGV | VANGUARD WORLD FD | 10.86% | 151.2K | $21.9M | +0.33%(+490) | $111.06(+39.71%) | 2026-03-31 | |
| VBR | VANGUARD INDEX FDS | 9.18% | 85.3K | $18.5M | +0.19%(+158) | $201.97(+13.89%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 8.95% | 76.1K | $18.1M | -0.99%(-759) | $167.94(+75.16%) | 2026-03-31 | |
| VFH | VANGUARD WORLD FD | 6.14% | 102.7K | $12.4M | -0.12%(-127) | $108.61(+15.09%) | 2026-03-31 | |
| VCLT | VANGUARD SCOTTSDALE FDS | 3.81% | 103.0K | $7.7M | -2.97%(-3.16K) | $76.95(-3.19%) | 2026-03-31 | |
| IGSB | ISHARES TR | 3.62% | 139.0K | $7.3M | -2.50%(-3.56K) | $52.08(+0.57%) | 2026-03-31 | |
| FDVV | FIDELITY COVINGTON TRUST | 2.89% | 105.7K | $5.8M | -3.55%(-3.88K) | $39.42(+50.69%) | 2026-03-31 | |
| JPIB | J P MORGAN EXCHANGE TRADED F | 2.61% | 110.0K | $5.3M | -1.15%(-1.27K) | $47.76(+0.28%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.41% | +45.86% |
| Top 20 Holdings Unweighted | +11.16% | +37.34% |
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