Top 50 Midwest Financial Network LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 7.97% | 15.4K | $10.0M | +126.03%(+8.60K) | $653.99(+15.88%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 5.31% | 11.2K | $6.7M | -15.34%(-2.03K) | $554.89(+25.56%) | 2026-03-31 | |
| VOOV | VANGUARD ADMIRAL FDS INC | 3.86% | 23.8K | $4.9M | -25.48%(-8.14K) | $188.54(+17.17%) | 2026-03-31 | |
| LGOV | FIRST TR EXCHANGE-TRADED FD | 3.84% | 223.9K | $4.8M | -6.16%(-14.69K) | $21.61(-1.00%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 3.51% | 60.0K | $4.4M | -3.85%(-2.40K) | $73.59(-0.59%) | 2026-03-31 | |
| CGMS | CAPITAL GRP FIXED INCM ETF T | 3.25% | 150.4K | $4.1M | -6.26%(-10.04K) | $27.58(-0.44%) | 2026-03-31 | |
| CGCP | CAPITAL GRP FIXED INCM ETF T | 3.25% | 183.0K | $4.1M | -6.27%(-12.24K) | $22.65(-1.49%) | 2026-03-31 | |
| QUS | SPDR SERIES TRUST | 2.96% | 21.7K | $3.7M | +81.29%(+9.72K) | $171.31(+8.68%) | 2026-03-31 | |
| XLSR | SSGA ACTIVE TR | 2.9% | 63.2K | $3.6M | +76.79%(+27.45K) | $58.74(+13.13%) | 2026-03-31 | |
| BIV | VANGUARD BD INDEX FDS | 2.88% | 47.0K | $3.6M | +1.04%(+485) | $76.73(-0.38%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.64% | +17.91% |
| Top 20 Holdings Unweighted | +5.86% | +18.62% |
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