Top 50 Storen Legacy Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 6.22% | 33.2K | $19.8M | -59.92%(-49.64K) | $619.76(+10.50%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 5.65% | 309.7K | $18.0M | new | $59.50(+12.83%) | 2026-03-31 | |
| JAVA | J P MORGAN EXCHANGE TRADED F | 5.02% | 223.3K | $16.0M | new | $71.74(+11.77%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 4.42% | 191.5K | $14.1M | -65.17%(-358.20K) | $74.22(-1.50%) | 2026-03-31 | |
| FBCG | FIDELITY COVINGTON TRUST | 4.12% | 262.1K | $13.1M | +3816.02%(+255.41K) | $52.48(+16.41%) | 2026-03-31 | |
| BAI | BLACKROCK ETF TRUST | 3.84% | 372.0K | $12.3M | new | $33.13(+41.89%) | 2026-03-31 | |
| BINC | BLACKROCK ETF TRUST II | 3.72% | 228.6K | $11.9M | new | $52.35(-0.42%) | 2026-03-31 | |
| IEMG | ISHARES INC | 3.63% | 165.9K | $11.6M | new | $68.49(+16.58%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 3.57% | 390.8K | $11.4M | -58.34%(-547.28K) | $32.26(+5.75%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 3.34% | 233.3K | $10.6M | new | $45.83(-0.79%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -13.24% | -34.70% |
| Top 20 Holdings Unweighted | -21.02% | -50.73% |
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