Top 50 Signature Estate & Investment Advisors Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 8.75% | 989.4K | $432.2M | -3.55%(-36.45K) | $48.92(+72.35%) | 2026-03-31 | |
| GSLC | GOLDMAN SACHS ETF TR | 7.86% | 3.10M | $388.4M | -41.70%(-2.22M) | $79.70(+73.25%) | 2026-03-31 | |
| FNDX | SCHWAB STRATEGIC TR | 4.75% | 8.43M | $234.7M | +4.94%(+396.76K) | $20.23(+49.21%) | 2026-03-31 | |
| TOTL | SSGA ACTIVE ETF TR | 4.54% | 5.64M | $224.3M | +3.74%(+203.38K) | $40.32(-2.04%) | 2026-03-31 | |
| IGM | ISHARES TR | 4.46% | 1.86M | $220.2M | +0.56%(+10.36K) | $60.62(+143.37%) | 2026-03-31 | |
| GLDM | WORLD GOLD TR | 4.42% | 2.35M | $218.1M | new | $89.03(+1.24%) | 2026-03-31 | |
| EFV | ISHARES TR | 3.28% | 2.18M | $161.8M | +65.91%(+864.40K) | $65.25(+18.05%) | 2026-03-31 | |
| AVES | AMERICAN CENTY ETF TR | 3.14% | 2.59M | $155.1M | new | $58.93(+12.44%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.06% | 487.3K | $101.5M | +1.39%(+6.67K) | $142.32(+92.20%) | 2026-03-31 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 2.03% | 2.49M | $100.1M | -5.40%(-142.28K) | $24.28(+85.98%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.88% | +36.30% |
| Top 20 Holdings Unweighted | +12.23% | +41.34% |
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