Top 50 Pathway Financial Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 13.01% | 533.8K | $105.1M | +5.30%(+26.86K) | $117.39(+86.70%) | 2026-03-31 | |
| GBIL | GOLDMAN SACHS ETF TR | 11.85% | 958.2K | $95.8M | +1.63%(+15.39K) | $100.01(-0.10%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 11.25% | 205.8K | $91.0M | +4.93%(+9.68K) | $45.04(+89.84%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 5.28% | 147.1K | $42.6M | +3.00%(+4.28K) | $54.37(+48.07%) | 2026-03-31 | |
| IEMG | ISHARES INC | 4.54% | 527.6K | $36.7M | +10.45%(+49.93K) | $58.14(+37.32%) | 2026-03-31 | |
| ACWI | ISHARES TR | 4.18% | 242.3K | $33.8M | -1.26%(-3.09K) | $122.43(+27.54%) | 2026-03-31 | |
| IEFA | ISHARES TR | 4.16% | 368.0K | $33.6M | +29.01%(+82.75K) | $84.37(+15.32%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 4.02% | 546.4K | $32.5M | +7.25%(+36.92K) | $59.13(-0.57%) | 2026-03-31 | |
| VBIL | VANGUARD INSTL INDEX FD | 3.58% | 383.5K | $28.9M | -6.30%(-25.81K) | $75.49(+0.03%) | 2026-03-31 | |
| IJR | ISHARES TR | 3.29% | 212.0K | $26.6M | +3.61%(+7.39K) | $103.98(+40.87%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.21% | +30.27% |
| Top 20 Holdings Unweighted | +10.41% | +34.58% |
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