Top 50 Sp Asset Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| META | META PLATFORMS INC | 13.17% | 709.4K | $96K | new | — | 2022-09-30 | |
| PFF | ISHARES TR | 6.23% | 1.44M | $46K | new | — | 2022-09-30 | |
| UNH | UNITEDHEALTH GROUP INC | 5.53% | 80.0K | $40K | new | — | 2022-09-30 | |
| AAPL | APPLE INC | 3.76% | 198.9K | $27K | new | — | 2022-09-30 | |
| ICSH | ISHARES TR | 3.57% | 521.5K | $26K | new | — | 2022-09-30 | |
| ABBV | ABBVIE INC | 3.43% | 186.9K | $25K | new | — | 2022-09-30 | |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 3.21% | 87.8K | $23K | new | — | 2022-09-30 | |
| XLV | SELECT SECTOR SPDR TR | 2.76% | 166.8K | $20K | new | — | 2022-09-30 | |
| IGV | ISHARES TR | 2.71% | 79.2K | $20K | new | — | 2022-09-30 | |
| MSFT | MICROSOFT CORP | 2.69% | 84.5K | $20K | new | — | 2022-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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