Top 50 Minot DeBlois Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VCSH | VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD ETF SHS | 9.02% | 125.4K | $9.9M | -1.39%(-1.77K) | $78.80(-0.01%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FUNDS S&P 500 ETF USD | 4.74% | 8.7K | $5.2M | +26.36%(+1.82K) | $549.85(+24.55%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS INTER TERM TREAS | 4.62% | 85.6K | $5.1M | -12.95%(-12.73K) | $59.29(-0.83%) | 2026-03-31 | |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 4.05% | 63.9K | $4.5M | -1.20%(-778) | $54.82(+45.65%) | 2026-03-31 | |
| TIP | ISHARES TIPS BOND ETF | 3.93% | 39.2K | $4.3M | +4.13%(+1.55K) | $109.08(-0.69%) | 2026-03-31 | |
| GOOG | ALPHABET INC CAP STK CL C | 3.85% | 14.8K | $4.2M | -8.15%(-1.31K) | $178.82(+99.19%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.48% | 15.1K | $3.8M | +3.56%(+520) | $233.40(+32.23%) | 2026-03-31 | |
| VB | VANGUARD SMALL-CAP INDEX FUND | 3.14% | 13.2K | $3.5M | -1.37%(-184) | $238.72(+25.81%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION COM | 2.65% | 16.8K | $2.9M | +4.55%(+730) | $136.18(+43.07%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.64% | 7.9K | $2.9M | +4.48%(+337) | $425.94(-8.32%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.32% | +13.53% |
| Top 20 Holdings Unweighted | +3.15% | +9.74% |
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