Top 50 Seven Mile Advisory Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION COM | 11.82% | 93.9K | $16.4M | -5.87%(-5.86K) | $64.69(+249.10%) | 2026-03-31 | |
| SPY | STATE STREET SPDR S&P 500 ETF | 5.13% | 10.9K | $7.1M | -5.21%(-601) | $430.60(+72.39%) | 2026-03-31 | |
| DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | 4.88% | 199.5K | $6.8M | -45.71%(-168.00K) | $27.45(+44.83%) | 2026-03-31 | |
| AAPL | APPLE INC COM | 4.76% | 26.0K | $6.6M | -41.41%(-18.37K) | $195.69(+52.73%) | 2026-03-31 | |
| VOO | VANGUARD S&P 500 ETF | 4.03% | 9.3K | $5.6M | +8.75%(+752) | $577.95(+18.08%) | 2026-03-31 | |
| AMZN | AMAZON COM INC COM | 3.26% | 21.7K | $4.5M | -32.64%(-10.51K) | $153.89(+75.54%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP COM | 3.2% | 12.0K | $4.4M | -46.66%(-10.49K) | $395.86(+2.36%) | 2026-03-31 | |
| GOOGL | ALPHABET INC CAP STK CL A | 2.75% | 13.2K | $3.8M | -29.55%(-5.55K) | $158.94(+153.32%) | 2026-03-31 | |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | 2.52% | 59.5K | $3.5M | -82.75%(-285.53K) | $58.75(-0.81%) | 2026-03-31 | |
| GOOG | ALPHABET INC CAP STK CL C | 2.33% | 11.3K | $3.2M | -38.25%(-6.98K) | $152.18(+162.21%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +38.61% | +166.30% |
| Top 20 Holdings Unweighted | +23.97% | +90.54% |
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