Top 50 Strategic Financial Services, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| INTF | ISHARES TR | 16.14% | 8.70M | $339.0M | +0.12%(+10.31K) | $26.62(+54.92%) | 2026-03-31 | |
| SMLF | ISHARES TR | 13.79% | 3.84M | $289.6M | +0.67%(+25.60K) | $42.41(+107.69%) | 2026-03-31 | |
| LRGF | ISHARES TR | 12.55% | 3.99M | $263.4M | +2.00%(+78.25K) | $35.10(+114.67%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 7.67% | 2.70M | $161.0M | +1.90%(+50.44K) | $59.30(-0.84%) | 2026-03-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 5.48% | 1.45M | $115.0M | +24.38%(+284.48K) | $80.00(-1.51%) | 2026-03-31 | |
| EMGF | ISHARES INC | 5.43% | 1.89M | $114.0M | -0.16%(-2.96K) | $43.43(+62.08%) | 2026-03-31 | |
| VTIP | VANGUARD MALVERN FDS | 3.49% | 1.47M | $73.4M | +77.11%(+639.36K) | $49.31(+0.55%) | 2026-03-31 | |
| VGLT | VANGUARD SCOTTSDALE FDS | 3.45% | 1.31M | $72.4M | +2.75%(+34.97K) | $59.94(-8.75%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 3.42% | 869.0K | $71.9M | +1.76%(+15.01K) | $79.77(+3.22%) | 2026-03-31 | |
| VFMO | VANGUARD WELLINGTON FD | 2.68% | 285.5K | $56.3M | +0.49%(+1.39K) | $98.74(+139.21%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.23% | +41.37% |
| Top 20 Holdings Unweighted | +12.22% | +41.33% |
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