Top 50 Strategiq Financial Group, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 4.62% | 172.6K | $40.9M | -11.22%(-21.82K) | — | 2023-12-31 | |
| SPY | SPDR S&P 500 ETF TR | 3.65% | 68.0K | $32.3M | +0.18%(+125) | — | 2023-12-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 3.41% | 177.3K | $30.2M | -1.48%(-2.66K) | — | 2023-12-31 | |
| IWV | ISHARES TR | 3% | 97.0K | $26.6M | -0.01%(-6) | — | 2023-12-31 | |
| IJH | ISHARES TR | 2.71% | 86.6K | $24.0M | +0.78%(+671) | — | 2023-12-31 | |
| ECL | ECOLAB INC | 2.64% | 117.9K | $23.4M | -0.19%(-224) | — | 2023-12-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 2.62% | 300.4K | $23.2M | -8.07%(-26.38K) | — | 2023-12-31 | |
| SPTM | SPDR SER TR | 2.59% | 392.3K | $22.9M | -26.53%(-141.66K) | — | 2023-12-31 | |
| VUSB | VANGUARD BD INDEX FDS | 2.42% | 434.2K | $21.5M | -0.66%(-2.87K) | — | 2023-12-31 | |
| SPSB | SPDR SER TR | 2.01% | 597.6K | $17.8M | -6.38%(-40.70K) | — | 2023-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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