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Powerhouse Assets LLC

Portfolio Manager
Powerhouse Assets LLC
Performance
-2.12% (2026 Q1)
AUM (13F)
$114.93M
# of Holdings
55
Performance Rank
Allocation (Top 20)
85.47%

Powerhouse Assets LLC Holdings Map

Top 50 Powerhouse Assets LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IVV
ISHARES TR
25.18%44.3K$28.9M
+2.22%(+961)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 43.3K shares2026-Q1: 44.3K shares
$676.95(+10.16%)
2026-03-31
VOO
VANGUARD INDEX FDS
24.55%47.2K$28.2M
+0.07%(+35)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 47.2K shares2026-Q1: 47.2K shares
$619.75(+10.11%)
2026-03-31
ICSH
ISHARES TR
4.84%109.8K$5.6M
+12.15%(+11.90K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 97.9K shares2026-Q1: 109.8K shares
$50.66(-0.27%)
2026-03-31
VTV
VANGUARD INDEX FDS
3.39%19.9K$3.9M
+0.64%(+127)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 19.7K shares2026-Q1: 19.9K shares
$188.77(+10.38%)
2026-03-31
EMXC
ISHARES INC
3.19%46.6K$3.7M
+3.72%(+1.67K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 44.9K shares2026-Q1: 46.6K shares
$70.29(+36.77%)
2026-03-31
IEFA
ISHARES TR
2.97%37.7K$3.4M
-0.26%(-100)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 37.8K shares2026-Q1: 37.7K shares
$88.38(+9.91%)
2026-03-31
DFSD
DIMENSIONAL ETF TRUST
2.84%68.2K$3.3M
+9.56%(+5.95K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 62.3K shares2026-Q1: 68.2K shares
$48.06(-0.35%)
2026-03-31
DFAI
DIMENSIONAL ETF TRUST
2.48%73.0K$2.8M
+13.97%(+8.95K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 64.1K shares2026-Q1: 73.0K shares
$37.39(+11.37%)
2026-03-31
SPSB
SPDR SERIES TRUST
2.22%84.7K$2.5M
+7.80%(+6.12K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 78.5K shares2026-Q1: 84.7K shares
$30.24(-0.78%)
2026-03-31
VBR
VANGUARD INDEX FDS
2.04%10.8K$2.3M
+1.66%(+176)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 10.6K shares2026-Q1: 10.8K shares
$210.32(+9.37%)
2026-03-31

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