Top 43 Nicholson Meyer Capital Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWB | ISHARES TR | 10.05% | 36.7K | $13.1M | +1.68%(+607) | $315.39(+28.20%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 9.47% | 28.7K | $12.3M | -16.50%(-5.67K) | $265.14(+62.37%) | 2026-03-31 | |
| FNDX | SCHWAB STRATEGIC TR | 8.94% | 418.6K | $11.7M | -0.19%(-793) | $23.70(+28.64%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 8.63% | 23.5K | $11.2M | -0.79%(-186) | $492.84(-1.48%) | 2026-03-31 | |
| GSLC | GOLDMAN SACHS ETF TR | 7.88% | 82.1K | $10.3M | +0.79%(+641) | $113.04(+24.34%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 7.34% | 224.8K | $9.6M | +9.56%(+19.62K) | $40.74(+17.33%) | 2026-03-31 | |
| IXN | ISHARES TR | 6.4% | 83.5K | $8.3M | -1.63%(-1.39K) | $80.32(+65.95%) | 2026-03-31 | |
| GBIL | GOLDMAN SACHS ETF TR | 5.88% | 76.5K | $7.7M | -1.36%(-1.06K) | $100.05(-0.04%) | 2026-03-31 | |
| VONG | VANGUARD SCOTTSDALE FDS | 5.39% | 64.1K | $7.0M | +4.72%(+2.89K) | $99.38(+28.78%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 5.2% | 79.9K | $6.8M | new | $83.58(+9.32%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.40% | +53.67% |
| Top 20 Holdings Unweighted | +15.50% | +54.09% |
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