Top 50 Prime Capital Investment Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR CORE US AGGBD ET | 4.22% | 3.68M | $365.3M | -24.99%(-1.23M) | $99.83(-1.22%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS TOTAL STK MKT | 4.02% | 1.08M | $347.7M | -2.69%(-30.01K) | $210.41(+75.26%) | 2026-03-31 | |
| IVV | ISHARES TR CORE S&P500 ETF | 3.53% | 467.0K | $305.0M | +97.72%(+230.81K) | $599.50(+24.84%) | 2026-03-31 | |
| ITOT | ISHARES TR CORE S&P TTL STK | 2.66% | 1.62M | $230.2M | +4.44%(+68.71K) | $100.10(+63.60%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR US LRG CAP ETF | 2.64% | 8.90M | $228.2M | -11.05%(-1.11M) | $18.09(+62.48%) | 2026-03-31 | |
| AAPL | APPLE INC COM | 2.29% | 780.0K | $198.0M | -2.88%(-23.14K) | $164.86(+87.21%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION COM | 2.28% | 1.13M | $197.3M | +0.88%(+9.82K) | $51.44(+278.77%) | 2026-03-31 | |
| VGK | VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF | 1.84% | 1.93M | $158.9M | -5.43%(-110.72K) | $64.95(+37.58%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS VALUE ETF | 1.54% | 676.7K | $132.8M | -2.90%(-20.22K) | $149.63(+46.48%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS S&P 500 ETF SHS | 1.41% | 203.5K | $121.6M | -1.07%(-2.20K) | $431.12(+58.85%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.11% | +48.59% |
| Top 20 Holdings Unweighted | +14.72% | +50.97% |
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