Top 50 Scott Capital Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 15.33% | 121.0K | $75.6M | +1.12%(+1.34K) | $410.89(+61.92%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 10.71% | 1.73M | $52.8M | -2.02%(-35.68K) | $25.79(+22.89%) | 2026-03-31 | |
| BIV | VANGUARD BD INDEX FDS | 10.03% | 641.0K | $49.5M | +15.54%(+86.22K) | $76.45(+0.32%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 7.89% | 84.4K | $38.9M | +1.58%(+1.31K) | $46.28(+82.19%) | 2026-03-31 | |
| DGRO | ISHARES TR | 7.85% | 539.6K | $38.7M | +6.44%(+32.65K) | $59.30(+23.72%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 7.47% | 135.5K | $36.9M | +0.46%(+617) | $207.79(+37.97%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 5.95% | 48.0K | $29.3M | +4.07%(+1.88K) | $394.71(+72.69%) | 2026-03-31 | |
| JPIE | J P MORGAN EXCHANGE TRADED F | 5.34% | 572.0K | $26.4M | +3.17%(+17.58K) | $45.60(+0.81%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 3.65% | 393.2K | $18.0M | +15.17%(+51.79K) | $45.94(-0.84%) | 2026-03-31 | |
| PYLD | PIMCO ETF TR | 3.49% | 650.8K | $17.2M | +5754.91%(+639.72K) | $26.45(-0.44%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.67% | +39.26% |
| Top 20 Holdings Unweighted | +11.00% | +36.77% |
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