Top 50 Seven Springs Wealth Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DGRO | ISHARES TR | 18.56% | 1.14M | $80.3M | +0.67%(+7.58K) | $47.84(+61.50%) | 2026-03-31 | |
| ISTB | ISHARES TR | 15.2% | 1.36M | $65.7M | +17038.82%(+1.35M) | $48.60(-1.00%) | 2026-03-31 | |
| CI | THE CIGNA GROUP | 7.66% | 124.2K | $33.1M | +0.00%(+0) | $179.31(+60.49%) | 2026-03-31 | |
| IBDU | ISHARES TR | 6.26% | 1.16M | $27.1M | +1.31%(+15.07K) | $23.08(+0.12%) | 2026-03-31 | |
| IBDX | ISHARES TR | 6.2% | 1.06M | $26.8M | +3.07%(+31.64K) | $25.47(-1.49%) | 2026-03-31 | |
| FNDF | SCHWAB STRATEGIC TR | 5.72% | 505.9K | $24.8M | +10.90%(+49.73K) | $34.06(+54.86%) | 2026-03-31 | |
| FNDE | SCHWAB STRATEGIC TR | 4.99% | 563.5K | $21.6M | +24.21%(+109.82K) | $31.66(+24.49%) | 2026-03-31 | |
| FNDA | SCHWAB STRATEGIC TR | 4.29% | 571.7K | $18.5M | +21.65%(+101.73K) | $27.08(+38.91%) | 2026-03-31 | |
| AVDV | AMERICAN CENTY ETF TR | 2.75% | 119.2K | $11.9M | +4.23%(+4.84K) | $61.73(+69.15%) | 2026-03-31 | |
| VCLT | VANGUARD SCOTTSDALE FDS | 2.72% | 157.2K | $11.7M | +2381.50%(+150.84K) | $75.39(-0.77%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.15% | +41.05% |
| Top 20 Holdings Unweighted | +13.62% | +46.68% |
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