Top 50 Red Wave Investments LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 12.9% | 134.5K | $43.2M | -3.27%(-4.54K) | $187.71(+96.45%) | 2026-03-31 | |
| VUSB | VANGUARD BD INDEX FDS | 9.82% | 660.1K | $32.9M | +0.97%(+6.34K) | $49.38(+0.53%) | 2026-03-31 | |
| VBIL | VANGUARD INSTL INDEX FD | 6.37% | 281.8K | $21.3M | +9.99%(+25.60K) | $75.53(-0.01%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 5.53% | 32.1K | $18.5M | -2.50%(-823) | $269.30(+164.61%) | 2026-03-31 | |
| VT | VANGUARD INTL EQUITY INDEX F | 4.82% | 116.6K | $16.1M | -5.68%(-7.02K) | $89.03(+75.42%) | 2026-03-31 | |
| SGOV | ISHARES TR | 4.52% | 150.4K | $15.1M | -6.05%(-9.68K) | $100.51(-0.07%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 3.44% | 58.8K | $11.5M | -1.39%(-827) | $111.76(+96.11%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 3.15% | 40.2K | $10.5M | -5.50%(-2.34K) | $179.36(+67.45%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 3.08% | 35.8K | $10.3M | -5.35%(-2.02K) | $49.16(+63.77%) | 2026-03-31 | |
| IVV | ISHARES TR | 3.06% | 15.7K | $10.2M | -0.35%(-55) | $359.43(+108.23%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.45% | +38.43% |
| Top 20 Holdings Unweighted | +11.35% | +38.05% |
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