Top 50 Nvwm, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC COM | 4.21% | 74.5K | $18.9M | +19.81%(+12.32K) | $123.10(+142.78%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP COM | 3.35% | 40.7K | $15.1M | +2.92%(+1.16K) | $143.51(+182.35%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION COM | 3.29% | 84.7K | $14.8M | +6.78%(+5.38K) | $61.00(+270.24%) | 2026-03-31 | |
| AMZN | AMAZON COM INC COM | 3.16% | 68.1K | $14.2M | +2.07%(+1.38K) | $88.53(+205.12%) | 2026-03-31 | |
| GLD | SPDR GOLD SHARES | 2.58% | 26.9K | $11.6M | -0.10%(-27) | $193.35(+122.66%) | 2026-03-31 | |
| GOOGL | ALPHABET INC CAP STK CL A | 2.56% | 40.0K | $11.5M | +9.46%(+3.46K) | $122.32(+229.16%) | 2026-03-31 | |
| USFR | WISDOMTREE FLOATING RATE TREASURY FUND | 2.24% | 199.8K | $10.1M | -3.64%(-7.55K) | $50.29(+0.25%) | 2026-03-31 | |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | 1.99% | 179.2K | $8.9M | -10.34%(-20.67K) | $49.95(+1.03%) | 2026-03-31 | |
| VUSB | VANGUARD ULTRA-SHORT BOND ETF | 1.83% | 165.0K | $8.2M | +4.83%(+7.60K) | $49.87(-0.34%) | 2026-03-31 | |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | 1.82% | 75.1K | $8.2M | -2.03%(-1.56K) | $107.64(+0.91%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.81% | +47.41% |
| Top 20 Holdings Unweighted | +15.06% | +52.32% |
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