Top 39 Three Cord True Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| RECS | COLUMBIA ETF TR I | 14.42% | 665.8K | $26.0M | +5.28%(+33.38K) | $35.56(+20.17%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 13.55% | 249.1K | $24.4M | +5.16%(+12.23K) | $86.57(+37.26%) | 2026-03-31 | |
| AVLV | AMERICAN CENTY ETF TR | 13.27% | 296.2K | $23.9M | +5.70%(+15.97K) | $67.71(+30.36%) | 2026-03-31 | |
| JAAA | JANUS DETROIT STR TR | 10.79% | 385.5K | $19.4M | +4.11%(+15.20K) | $50.77(-0.27%) | 2026-03-31 | |
| FNX | FIRST TR EXCHANGE-TRADED ALP | 9.75% | 136.8K | $17.5M | +5.12%(+6.66K) | $117.42(+16.98%) | 2026-03-31 | |
| IDMO | INVESCO EXCH TRADED FD TR II | 8.84% | 290.0K | $15.9M | +6.49%(+17.69K) | $48.93(+24.64%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 7.45% | 121.3K | $13.4M | +5.89%(+6.75K) | $96.65(+21.90%) | 2026-03-31 | |
| EDIV | SPDR INDEX SHS FDS | 4.31% | 196.6K | $7.8M | +6.05%(+11.21K) | $36.86(+12.42%) | 2026-03-31 | |
| OUNZ | VANECK MERK GOLD ETF | 4.09% | 163.2K | $7.4M | +5.51%(+8.53K) | $33.12(+36.15%) | 2026-03-31 | |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 3.63% | 193.2K | $6.5M | +6.91%(+12.48K) | $33.85(+6.70%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.25% | +34.01% |
| Top 20 Holdings Unweighted | +12.25% | +41.43% |
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