Top 50 Taylor Financial Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 16.06% | 60.7K | $26.5M | -1.13%(-696) | $49.65(+78.22%) | 2026-03-31 | |
| NSC | NORFOLK SOUTHN CORP | 13.94% | 80.1K | $23.0M | -2.63%(-2.16K) | $216.74(+46.56%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.95% | 19.2K | $4.9M | -0.91%(-175) | $183.56(+62.46%) | 2026-03-31 | |
| IJT | ISHARES TR | 2.94% | 33.5K | $4.8M | +89.77%(+15.84K) | $131.51(+22.77%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.71% | 9.3K | $4.5M | -2.61%(-250) | $353.48(+36.94%) | 2026-03-31 | |
| DVY | ISHARES TR | 2.67% | 29.1K | $4.4M | +3.31%(+932) | $120.73(+26.31%) | 2026-03-31 | |
| DIVB | ISHARES TR | 2.52% | 77.0K | $4.2M | +3.67%(+2.73K) | $42.91(+36.79%) | 2026-03-31 | |
| CGBL | CAPITAL GROUP CORE BALANCED | 2.42% | 116.0K | $4.0M | +4.14%(+4.61K) | $28.66(+31.02%) | 2026-03-31 | |
| GAL | SSGA ACTIVE ETF TR | 2.36% | 78.5K | $3.9M | +4.49%(+3.37K) | $42.51(+25.51%) | 2026-03-31 | |
| AOM | ISHARES TR | 2.23% | 77.6K | $3.7M | +4.16%(+3.10K) | $42.38(+16.78%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.36% | +45.67% |
| Top 20 Holdings Unweighted | +10.98% | +36.70% |
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