Top 50 S&A Financial Services, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SHYG | ISHARES TR | 7.99% | 274.8K | $11.6M | new | $42.59(-0.82%) | 2026-03-31 | |
| SPHY | SPDR SERIES TRUST | 6.85% | 427.4K | $10.0M | new | $23.49(-0.66%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 5.17% | 258.4K | $7.5M | new | $30.87(+10.51%) | 2026-03-31 | |
| VGT | VANGUARD WORLD FD | 5.11% | 10.7K | $7.4M | new | $90.72(+26.37%) | 2026-03-31 | |
| AVLV | AMERICAN CENTY ETF TR | 4.44% | 80.1K | $6.5M | new | $78.19(+16.17%) | 2026-03-31 | |
| SRLN | SSGA ACTIVE ETF TR | 4.3% | 156.0K | $6.3M | new | $40.70(-1.36%) | 2026-03-31 | |
| AVUS | AMERICAN CENTY ETF TR | 3.75% | 49.1K | $5.5M | new | $111.48(+14.00%) | 2026-03-31 | |
| IYW | ISHARES TR | 3.62% | 29.1K | $5.3M | new | $190.55(+27.78%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.32% | 19.1K | $4.8M | new | $262.82(+17.43%) | 2026-03-31 | |
| XONE | BONDBLOXX ETF TRUST | 3.31% | 97.4K | $4.8M | new | $49.53(-0.52%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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