Top 50 Powerhouse Assets LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 25.18% | 44.3K | $28.9M | +2.22%(+961) | $676.95(+10.16%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 24.55% | 47.2K | $28.2M | +0.07%(+35) | $619.75(+10.11%) | 2026-03-31 | |
| ICSH | ISHARES TR | 4.84% | 109.8K | $5.6M | +12.15%(+11.90K) | $50.66(-0.27%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 3.39% | 19.9K | $3.9M | +0.64%(+127) | $188.77(+10.38%) | 2026-03-31 | |
| EMXC | ISHARES INC | 3.19% | 46.6K | $3.7M | +3.72%(+1.67K) | $70.29(+36.77%) | 2026-03-31 | |
| IEFA | ISHARES TR | 2.97% | 37.7K | $3.4M | -0.26%(-100) | $88.38(+9.91%) | 2026-03-31 | |
| DFSD | DIMENSIONAL ETF TRUST | 2.84% | 68.2K | $3.3M | +9.56%(+5.95K) | $48.06(-0.35%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 2.48% | 73.0K | $2.8M | +13.97%(+8.95K) | $37.39(+11.37%) | 2026-03-31 | |
| SPSB | SPDR SERIES TRUST | 2.22% | 84.7K | $2.5M | +7.80%(+6.12K) | $30.24(-0.78%) | 2026-03-31 | |
| VBR | VANGUARD INDEX FDS | 2.04% | 10.8K | $2.3M | +1.66%(+176) | $210.32(+9.37%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -8.20% | -22.65% |
| Top 20 Holdings Unweighted | +4.79% | +15.07% |
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