Top 50 Stillwater Private Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BOXX | ALPHA ARCHITECT 1-3 MONTH BOX ETF | 11.98% | 121.8K | $14.2M | new | $115.69(+1.32%) | 2026-03-31 | |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | 6.54% | 308.0K | $7.7M | new | $25.66(+12.49%) | 2026-03-31 | |
| SGOL | ABRDN PHYSICAL GOLD SHARES ETF | 5.35% | 141.8K | $6.3M | new | $42.85(-8.42%) | 2026-03-31 | |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | 5.09% | 234.8K | $6.0M | new | $26.27(+11.89%) | 2026-03-31 | |
| QVAL | ALPHA ARCHITECT US QUANTITATIVE VALUE ETF | 4.48% | 101.5K | $5.3M | new | $50.47(+11.65%) | 2026-03-31 | |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | 4.17% | 64.4K | $4.9M | new | $78.38(+11.85%) | 2026-03-31 | |
| HIDE | ALPHA ARCHITECT HIGH INFLATION & DEFLATION ETF | 3.63% | 178.7K | $4.3M | new | $23.36(+2.64%) | 2026-03-31 | |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | 3.24% | 131.6K | $3.8M | new | $30.87(+10.51%) | 2026-03-31 | |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | 2.9% | 35.5K | $3.4M | new | $100.13(+6.15%) | 2026-03-31 | |
| TIP | ISHARES TIPS BOND ETF | 2.86% | 30.6K | $3.4M | new | $110.14(-1.64%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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