Top 34 Salus Financial Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 25.14% | 66.0K | $43.1M | +1.19%(+778) | $582.58(+28.01%) | 2026-03-31 | |
| IEFA | ISHARES TR | 14.03% | 265.7K | $24.1M | +9.31%(+22.62K) | $80.84(+20.17%) | 2026-03-31 | |
| IUSV | ISHARES TR | 13.43% | 225.3K | $23.0M | +8.83%(+18.27K) | $94.50(+15.04%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 8.35% | 313.9K | $14.3M | +5.34%(+15.91K) | $45.81(-0.66%) | 2026-03-31 | |
| FBCG | FIDELITY COVINGTON TRUST | 6.04% | 206.8K | $10.4M | +11.92%(+22.02K) | $44.29(+38.55%) | 2026-03-31 | |
| FDEM | FIDELITY COVINGTON TRUST | 4.73% | 257.0K | $8.1M | -9.35%(-26.50K) | $26.11(+39.63%) | 2026-03-31 | |
| FESM | FIDELITY COVINGTON TRUST | 4.39% | 198.3K | $7.5M | -2.23%(-4.53K) | $32.03(+37.79%) | 2026-03-31 | |
| FCOR | FIDELITY MERRIMACK STR TR | 4.33% | 157.7K | $7.4M | +8.18%(+11.93K) | $47.21(-0.13%) | 2026-03-31 | |
| IJS | ISHARES TR | 2.65% | 38.3K | $4.5M | -0.88%(-339) | $107.45(+17.78%) | 2026-03-31 | |
| FLTB | FIDELITY MERRIMACK STR TR | 2.15% | 73.5K | $3.7M | +11.13%(+7.36K) | $50.10(+0.37%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.68% | +35.59% |
| Top 20 Holdings Unweighted | +11.65% | +39.18% |
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