Top 18 Strategic Financial Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | 17.95% | 175.7K | $17.4M | new | $99.57(-0.97%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 14.48% | 23.5K | $14.1M | new | $612.34(+11.84%) | 2026-03-31 | |
| BSCW | INVESCO EXCH TRD SLF IDX FD | 14.25% | 672.4K | $13.8M | new | $20.73(-1.04%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 11.55% | 19.4K | $11.2M | new | $595.74(+19.61%) | 2026-03-31 | |
| IEF | ISHARES TR | 9.95% | 101.2K | $9.7M | new | $95.80(-1.75%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 7.54% | 34.1K | $7.3M | new | $217.42(+9.75%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 5.68% | 17.2K | $5.5M | new | $328.04(+12.41%) | 2026-03-31 | |
| XLU | SELECT SECTOR SPDR TR | 4.26% | 90.2K | $4.1M | new | $44.29(+3.32%) | 2026-03-31 | |
| SPHY | SPDR SERIES TRUST | 3.9% | 162.3K | $3.8M | new | $23.49(-0.66%) | 2026-03-31 | |
| XLE | SELECT SECTOR SPDR TR | 3.2% | 50.8K | $3.1M | new | $52.98(+0.44%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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