Top 50 Sunburst Financial Group, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHB | SCHWAB STRATEGIC TR | 10.5% | 2.17M | $54.6M | +2.26%(+48.11K) | $17.05(+63.91%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 10.07% | 1.15M | $52.3M | +3.27%(+36.35K) | $45.17(+0.85%) | 2026-03-31 | |
| ACIO | ETF SER SOLUTIONS | 8.63% | 1.07M | $44.9M | +2.34%(+24.45K) | $38.01(+19.39%) | 2026-03-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 6.85% | 449.3K | $35.6M | +1.70%(+7.52K) | $80.29(-1.65%) | 2026-03-31 | |
| IQLT | ISHARES TR | 6.77% | 760.7K | $35.2M | +4.20%(+30.68K) | $39.78(+22.49%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 6.7% | 355.5K | $34.8M | +2.64%(+9.14K) | $64.59(+76.11%) | 2026-03-31 | |
| DRSK | ETF SER SOLUTIONS | 4.06% | 772.2K | $21.1M | +2.63%(+19.82K) | $28.06(+1.96%) | 2026-03-31 | |
| IWF | ISHARES TR | 3.64% | 44.4K | $18.9M | +0.26%(+115) | $171.18(-29.66%) | 2026-03-31 | |
| IMCB | ISHARES TR | 3.54% | 220.6K | $18.4M | +91.60%(+105.48K) | $72.84(+24.80%) | 2026-03-31 | |
| AVEM | AMERICAN CENTY ETF TR | 3.51% | 226.5K | $18.3M | new | $78.80(+17.04%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.13% | +29.97% |
| Top 20 Holdings Unweighted | +11.38% | +38.15% |
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