Top 50 Seek First Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 20.13% | 112.5K | $28.6M | -4.00%(-4.69K) | $231.93(+28.86%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 15.03% | 732.1K | $21.3M | +4.00%(+28.14K) | $26.69(+28.56%) | 2026-03-31 | |
| SCHV | SCHWAB STRATEGIC TR | 12.47% | 580.2K | $17.7M | +7.27%(+39.30K) | $26.71(+22.94%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 4.34% | 200.6K | $6.2M | +6.75%(+12.68K) | $27.68(+14.72%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 4.15% | 237.7K | $5.9M | +2.17%(+5.05K) | $19.42(+40.59%) | 2026-03-31 | |
| VBR | VANGUARD INDEX FDS | 3.69% | 24.1K | $5.2M | +10.90%(+2.37K) | $194.71(+18.14%) | 2026-03-31 | |
| VBK | VANGUARD INDEX FDS | 3.4% | 16.0K | $4.8M | +11.13%(+1.60K) | $270.10(+27.06%) | 2026-03-31 | |
| SCHI | SCHWAB STRATEGIC TR | 3.11% | 194.3K | $4.4M | +0.57%(+1.11K) | $22.33(+1.30%) | 2026-03-31 | |
| SCHE | SCHWAB STRATEGIC TR | 2.74% | 118.0K | $3.9M | +6.35%(+7.05K) | $27.86(+30.69%) | 2026-03-31 | |
| TSLA | TESLA INC | 2.3% | 8.8K | $3.3M | -2.51%(-226) | $317.69(+40.16%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.37% | +57.60% |
| Top 20 Holdings Unweighted | +18.47% | +66.28% |
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