Top 50 Protective Life Corp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JPC | Nuveen Preferred & Income Oppo | 11.03% | 440.0K | $3.3M | +0.00%(+0) | $9.30(-14.52%) | 2026-03-31 | |
| TIP | iShares TIPS Bond ETF | 7.43% | 20.3K | $2.2M | new | $110.14(+0.79%) | 2026-03-31 | |
| VCSH | Vanguard Short-Term Corporate | 6.75% | 25.6K | $2.0M | new | $79.50(-0.67%) | 2026-03-31 | |
| VCIT | Vanguard Intermediate-Term Cor | 6.23% | 22.7K | $1.9M | new | $83.25(-0.95%) | 2026-03-31 | |
| BSV | Vanguard Short-Term Bond ETF | 5.75% | 22.1K | $1.7M | new | $78.61(-0.84%) | 2026-03-31 | |
| VMBS | Vanguard Mortgage-Backed Secur | 5.72% | 36.6K | $1.7M | new | $47.02(-0.71%) | 2026-03-31 | |
| JPLD | JPMorgan Limited Duration Bond | 4.93% | 28.4K | $1.5M | new | $52.26(-0.24%) | 2026-03-31 | |
| IGSB | iShares 1-5 Year Investment Gr | 3.64% | 20.8K | $1.1M | new | $52.72(-0.70%) | 2026-03-31 | |
| SCHF | Schwab International Equity ET | 2.95% | 35.8K | $887K | new | $24.40(+11.83%) | 2026-03-31 | |
| QQQ | Invesco QQQ Trust Series 1 | 2.85% | 1.5K | $858K | new | $595.74(+20.82%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.81% | +18.45% |
| Top 20 Holdings Unweighted | +6.21% | +19.82% |
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