Top 50 Smart Portfolios, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BOND | PIMCO ETF TR | 9.94% | 108.0K | $10.0M | +6.19%(+6.30K) | $99.35(-7.62%) | 2026-03-31 | |
| XTRE | BONDBLOXX ETF TRUST | 3.67% | 74.3K | $3.7M | +4.16%(+2.97K) | $49.35(-0.46%) | 2026-03-31 | |
| XONE | BONDBLOXX ETF TRUST | 3.26% | 66.0K | $3.3M | +6.00%(+3.73K) | $324.10(-84.77%) | 2026-03-31 | |
| PKW | INVESCO EXCHANGE TRADED FD T | 3.05% | 23.3K | $3.1M | +2.37%(+540) | $111.79(+20.20%) | 2026-03-31 | |
| XLC | SELECT SECTOR SPDR TR | 2.75% | 24.8K | $2.8M | +3.66%(+877) | $64.21(+81.83%) | 2026-03-31 | |
| PWRD | TCW ETF TRUST | 2.73% | 28.0K | $2.7M | +2.18%(+596) | $67.80(+67.37%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 2.6% | 8.4K | $2.6M | -0.35%(-30) | $97.81(+326.12%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.58% | 10.2K | $2.6M | -0.49%(-50) | $184.72(+61.79%) | 2026-03-31 | |
| INDA | ISHARES TR | 2.03% | 43.4K | $2.0M | +8.71%(+3.48K) | $51.82(-7.41%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.96% | 5.3K | $2.0M | +3.40%(+175) | $373.89(+8.38%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.89% | +29.12% |
| Top 20 Holdings Unweighted | +9.04% | +29.63% |
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