Top 31 Tull Financial Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 23.57% | 689.6K | $52.8M | +2.72%(+18.23K) | $67.63(+29.62%) | 2026-03-31 | |
| VCRB | VANGUARD MALVERN FDS | 16.65% | 482.0K | $37.3M | +1.29%(+6.14K) | $77.43(-0.74%) | 2026-03-31 | |
| IEFA | ISHARES TR | 12.93% | 320.0K | $29.0M | -3.89%(-12.96K) | $76.03(+27.98%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 11.27% | 38.8K | $25.2M | -0.99%(-388) | $559.29(+33.17%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 9.98% | 384.0K | $22.3M | +73.97%(+163.30K) | $54.60(+22.94%) | 2026-03-31 | |
| JQUA | J P MORGAN EXCHANGE TRADED F | 9.21% | 336.4K | $20.6M | -43.07%(-254.51K) | $55.50(+29.68%) | 2026-03-31 | |
| VYMI | VANGUARD WHITEHALL FDS | 7.53% | 179.0K | $16.9M | +2.74%(+4.78K) | $72.08(+37.72%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.23% | 133.9K | $7.2M | +34.42%(+34.29K) | $47.56(+24.13%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 0.66% | 47.8K | $1.5M | -31.38%(-21.87K) | $27.05(+19.75%) | 2026-03-31 | |
| IWF | ISHARES TR | 0.52% | 2.7K | $1.2M | +0.00%(+0) | $372.69(-67.49%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.38% | +23.80% |
| Top 20 Holdings Unweighted | +10.45% | +34.75% |
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