Top 50 Mcnamara Financial Services, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPDW | SPDR INDEX SHS FDS | 18.11% | 2.10M | $95.7M | -2.39%(-51.39K) | $31.78(+54.78%) | 2026-03-31 | |
| IVV | ISHARES TR | 15.06% | 121.9K | $79.6M | -0.24%(-289) | $196.98(+269.06%) | 2026-03-31 | |
| SPEM | SPDR INDEX SHS FDS | 7.68% | 865.3K | $40.6M | -0.52%(-4.52K) | $36.29(+42.27%) | 2026-03-31 | |
| BIL | SPDR SERIES TRUST | 6.54% | 377.0K | $34.5M | +16.87%(+54.41K) | $91.60(-0.18%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 6.41% | 77.6K | $33.9M | +1.96%(+1.49K) | $79.51(+6.03%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 6.08% | 567.8K | $32.1M | -0.16%(-894) | $56.07(+6.96%) | 2026-03-31 | |
| FMDE | FIDELITY COVINGTON TRUST | 5.23% | 769.0K | $27.7M | -0.02%(-183) | $36.27(+6.96%) | 2026-03-31 | |
| PMBS | PIMCO ETF TR | 4.17% | 444.5K | $22.0M | +2.14%(+9.33K) | $49.68(-0.65%) | 2026-03-31 | |
| DFAS | DIMENSIONAL ETF TRUST | 3.82% | 283.5K | $20.2M | -0.89%(-2.54K) | $68.98(+12.74%) | 2026-03-31 | |
| MUB | ISHARES TR | 2.68% | 133.2K | $14.1M | +7.69%(+9.51K) | $107.66(-0.82%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.47% | +31.19% |
| Top 20 Holdings Unweighted | +8.23% | +26.78% |
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