Top 50 United Community Bank Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW COM | 9.17% | 57.4K | $27.5M | -0.25%(-143) | $290.43(+67.17%) | 2026-03-31 | |
| IAUM | ISHARES GOLD TR SHARES REPRESENT ETF | 5.86% | 376.3K | $17.6M | -3.42%(-13.32K) | $31.95(+46.22%) | 2026-03-31 | |
| PBP | INVESCO EXCHANGE TRADED FD TR ETF | 3.53% | 481.7K | $10.6M | +0.31%(+1.48K) | $22.05(+3.34%) | 2026-03-31 | |
| EFA | ISHARES MSCI EAFE ETF | 3.01% | 92.9K | $9.0M | -3.85%(-3.72K) | $70.75(+46.75%) | 2026-03-31 | |
| IVV | ISHARES TR CORE S&P500 ETF | 2.29% | 10.5K | $6.9M | -12.50%(-1.50K) | $462.79(+61.14%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP COM | 2.17% | 17.6K | $6.5M | -4.56%(-841) | $358.67(+12.98%) | 2026-03-31 | |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 2% | 18.7K | $6.0M | +40.38%(+5.38K) | $292.36(+24.74%) | 2026-03-31 | |
| IJH | ISHARES CORE S&P MIDCAP ETF | 1.91% | 84.7K | $5.7M | +8.02%(+6.28K) | $54.38(+34.47%) | 2026-03-31 | |
| SPHQ | INVESCO EXCHANGE TRADED FD TR S&P500 | 1.55% | 61.9K | $4.7M | +38.58%(+17.24K) | $73.36(+12.32%) | 2026-03-31 | |
| VXF | VANGUARD EXTENDED MARKET ETF | 1.51% | 22.1K | $4.5M | +3.49%(+744) | $155.90(+46.00%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.66% | +46.85% |
| Top 20 Holdings Unweighted | +10.89% | +36.38% |
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