Top 50 Sylvest Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWD | ISHARES TR | 13.89% | 122.2K | $26.1M | +4.07%(+4.78K) | $190.74(+23.04%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 11.37% | 864.1K | $21.4M | +0.46%(+3.98K) | $19.58(+39.47%) | 2026-03-31 | |
| IWF | ISHARES TR | 9.8% | 43.2K | $18.4M | +4.36%(+1.81K) | $392.41(-68.32%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 8.74% | 57.2K | $16.4M | +1.24%(+703) | $66.18(+16.41%) | 2026-03-31 | |
| COWZ | PACER FDS TR | 7.34% | 220.8K | $13.8M | +0.77%(+1.69K) | $57.12(+10.23%) | 2026-03-31 | |
| IJR | ISHARES TR | 6.28% | 94.9K | $11.8M | +1.25%(+1.17K) | $116.21(+16.41%) | 2026-03-31 | |
| COWG | PACER FDS TR | 5.59% | 311.7K | $10.5M | +2.46%(+7.49K) | $31.19(+19.63%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.92% | 19.9K | $7.4M | +8.38%(+1.54K) | $426.03(-4.89%) | 2026-03-31 | |
| AVEM | AMERICAN CENTY ETF TR | 3.53% | 82.4K | $6.6M | -14.35%(-13.82K) | $61.70(+53.78%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 2.78% | 47.4K | $5.2M | +7.82%(+3.44K) | $96.88(+21.61%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.76% | +32.22% |
| Top 20 Holdings Unweighted | +10.89% | +36.37% |
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