Top 50 Traveka Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 9.63% | 38.6K | $25.2M | +49.05%(+12.71K) | $636.80(+17.11%) | 2026-03-31 | |
| VBR | VANGUARD INDEX FDS | 5.72% | 69.0K | $15.0M | -4.48%(-3.23K) | $176.78(+30.12%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 4.5% | 60.1K | $11.8M | -3.20%(-1.99K) | $155.49(+34.01%) | 2026-03-31 | |
| IXUS | ISHARES TR | 4.18% | 126.4K | $11.0M | +49.08%(+41.62K) | $79.97(+19.55%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 3.43% | 15.1K | $9.0M | -3.75%(-586) | $422.89(+61.37%) | 2026-03-31 | |
| GOVT | ISHARES TR | 2.84% | 324.8K | $7.4M | +97.43%(+160.27K) | $23.02(-1.37%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.76% | 41.4K | $7.2M | +2.17%(+879) | $65.23(+246.20%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.47% | 25.5K | $6.5M | +2.81%(+695) | $192.17(+55.52%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.29% | 20.9K | $6.0M | +35.46%(+5.47K) | $188.89(+113.15%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 2.28% | 18.7K | $6.0M | +1.22%(+225) | $239.12(+52.52%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.97% | +29.40% |
| Top 20 Holdings Unweighted | +10.01% | +33.14% |
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