Top 50 Mission Hills Financial Advisory, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MINT | PIMCO ETF TR | 8.94% | 173.7K | $17.5M | +4.04%(+6.74K) | $100.62(-0.09%) | 2026-03-31 | |
| BIZD | VANECK ETF TRUST | 8.19% | 1.25M | $16.0M | +3.12%(+37.82K) | $16.40(-23.36%) | 2026-03-31 | |
| PCN | PIMCO CORPORATE & INCM STRG | 7.73% | 1.27M | $15.1M | +3.12%(+38.40K) | $13.52(-12.22%) | 2026-03-31 | |
| QYLD | GLOBAL X FDS | 6.93% | 788.8K | $13.5M | +4.64%(+34.95K) | $17.46(+3.86%) | 2026-03-31 | |
| RQI | COHEN & STEERS QUALITY INCOM | 6.51% | 1.06M | $12.7M | +4.64%(+46.80K) | $12.64(+4.58%) | 2026-03-31 | |
| PDI | PIMCO DYNAMIC INCOME FD | 6.34% | 724.2K | $12.4M | +6.11%(+41.72K) | $19.24(-11.02%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 6.08% | 20.6K | $11.9M | +1.26%(+257) | $497.79(+43.58%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 5.77% | 175.9K | $11.3M | +1.52%(+2.64K) | $51.35(+37.55%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 5.67% | 360.8K | $11.1M | +2.41%(+8.49K) | $27.16(+16.89%) | 2026-03-31 | |
| KBWD | INVESCO EXCH TRADED FD TR II | 5.49% | 854.9K | $10.7M | +5.71%(+46.18K) | $14.58(-12.37%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +0.46% | +1.39% |
| Top 20 Holdings Unweighted | +5.13% | +16.21% |
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