Top 50 RFP Financial Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INCORPORATED | 17.59% | 127.5K | $32.4M | -2.28%(-2.98K) | $204.56(+45.78%) | 2026-03-31 | |
| EQWL | INVESCO S&P 100 EQUAL WEIGHT ETF | 11.55% | 184.4K | $21.2M | -59.78%(-274.07K) | $108.58(+15.44%) | 2026-03-31 | |
| VGUS | VANGUARD ULTRA-SHORT TREASURY ETF | 11.53% | 280.4K | $21.2M | new | $75.56(-0.01%) | 2026-03-31 | |
| VFMV | VANGUARD U.S. MINIMUM VOLATILITY ETF | 9.03% | 124.7K | $16.6M | new | $131.53(+6.13%) | 2026-03-31 | |
| VBIL | VANGUARD 0-3 MONTH TREASURY BILL ETF | 6.28% | 152.7K | $11.5M | +332.95%(+117.41K) | $75.52(+0.05%) | 2026-03-31 | |
| KO | COCA COLA COMPANY | 5.36% | 129.6K | $9.9M | -1.11%(-1.45K) | $66.16(+21.61%) | 2026-03-31 | |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | 4.8% | 46.0K | $8.8M | -55.23%(-56.76K) | $167.24(+21.78%) | 2026-03-31 | |
| WMT | WALMART INCORPORATED | 3.25% | 48.1K | $6.0M | +96.95%(+23.66K) | $88.51(+49.65%) | 2026-03-31 | |
| MSFT | MICROSOFT CORPORATION | 3.02% | 15.0K | $5.5M | -1.41%(-214) | $402.64(+1.69%) | 2026-03-31 | |
| HD | HOME DEPOT INCORPORATED | 2.6% | 14.6K | $4.8M | -1.07%(-158) | $347.53(-12.42%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.10% | +44.68% |
| Top 20 Holdings Unweighted | +12.19% | +41.21% |
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