Top 50 Nicholas Hoffman & Company, LLC. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD S&P 500 ETF | 19.21% | 1.39M | $832.2M | +0.44%(+6.13K) | $448.17(+52.27%) | 2026-03-31 | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 19.04% | 12.87M | $825.0M | +0.83%(+106.13K) | $48.91(+44.40%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 8.8% | 795.6K | $381.3M | +0.63%(+4.96K) | $429.55(+13.03%) | 2026-03-31 | |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | 8.27% | 6.63M | $358.4M | +0.30%(+19.66K) | $44.16(+35.75%) | 2026-03-31 | |
| VO | VANGUARD MID-CAP ETF | 7.86% | 1.19M | $340.6M | +0.80%(+9.47K) | $59.73(+28.99%) | 2026-03-31 | |
| VB | VANGUARD SMALL-CAP ETF | 4.56% | 754.7K | $197.7M | +0.89%(+6.68K) | $210.48(+35.73%) | 2026-03-31 | |
| VBIL | VANGUARD 0-3 MONTH TREASURY BILL ETF | 4.13% | 2.37M | $178.9M | +31.36%(+564.61K) | $75.54(+0.02%) | 2026-03-31 | |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 3.73% | 750.7K | $161.4M | +0.38%(+2.87K) | $147.44(+55.10%) | 2026-03-31 | |
| INTU | INTUIT COM | 1.71% | 171.0K | $73.9M | +0.10%(+170) | $693.13(-46.37%) | 2026-03-31 | |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 1.68% | 226.4K | $72.6M | +9.15%(+18.98K) | $242.60(+50.34%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.91% | +59.77% |
| Top 20 Holdings Unweighted | +15.09% | +52.46% |
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