Top 50 Towercrest Capital Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 10.64% | 104.2K | $68.3M | +4.88%(+4.85K) | $363.96(+104.89%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 8.69% | 2.18M | $55.8M | -1.62%(-35.87K) | $11.49(+153.78%) | 2026-03-31 | |
| AGG | ISHARES TR | 6.32% | 408.3K | $40.5M | +6.72%(+25.71K) | $103.38(-4.56%) | 2026-03-31 | |
| HYG | ISHARES TR | 5.74% | 462.6K | $36.8M | +4.55%(+20.14K) | $67.44(+18.49%) | 2026-03-31 | |
| LQD | ISHARES TR | 4.95% | 291.3K | $31.7M | +20.38%(+49.31K) | $113.16(-4.02%) | 2026-03-31 | |
| FLOT | ISHARES TR | 4.26% | 537.2K | $27.4M | -4.56%(-25.69K) | $50.71(+0.43%) | 2026-03-31 | |
| IEFA | ISHARES TR | 4.15% | 294.3K | $26.7M | +3.65%(+10.35K) | $65.30(+48.76%) | 2026-03-31 | |
| SCHZ | SCHWAB STRATEGIC TR | 3.67% | 1.01M | $23.6M | -0.40%(-4.07K) | $25.66(-10.06%) | 2026-03-31 | |
| IEMG | ISHARES TR | 3.6% | 330.8K | $23.1M | +4.46%(+14.12K) | $52.99(+54.85%) | 2026-03-31 | |
| EMB | ISHARES TR | 3.25% | 221.8K | $20.8M | +3.98%(+8.49K) | $100.08(-4.54%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.13% | +26.43% |
| Top 20 Holdings Unweighted | +7.94% | +25.75% |
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