Top 50 Verde Capital Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ESGV | VANGUARD WORLD FD | 14.58% | 607.1K | $68.2M | -0.21%(-1.26K) | $80.51(+57.91%) | 2026-03-31 | |
| MOAT | VANECK ETF TRUST | 13.61% | 658.2K | $63.7M | +5.10%(+31.93K) | $67.47(+48.10%) | 2026-03-31 | |
| FNDF | SCHWAB STRATEGIC TR | 10.38% | 992.3K | $48.6M | +1.15%(+11.24K) | $31.56(+64.97%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 8.43% | 166.0K | $39.4M | +7.55%(+11.65K) | $152.38(+84.15%) | 2026-03-31 | |
| HEFA | ISHARES TR | 7.56% | 831.5K | $35.3M | +7.36%(+57.01K) | $34.15(+29.55%) | 2026-03-31 | |
| IJH | ISHARES TR | 7.14% | 494.6K | $33.4M | +0.69%(+3.38K) | $52.66(+39.14%) | 2026-03-31 | |
| BIV | VANGUARD BD INDEX FDS | 2.33% | 140.9K | $10.9M | +0.31%(+430) | $85.37(-10.17%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.25% | 60.4K | $10.5M | +7.39%(+4.15K) | $61.50(+219.53%) | 2026-03-31 | |
| IBIT | ISHARES BITCOIN TRUST ETF | 2.16% | 262.5K | $10.1M | +32.49%(+64.36K) | $41.52(+11.48%) | 2026-03-31 | |
| ILTB | ISHARES TR | 1.83% | 174.6K | $8.6M | -4.34%(-7.92K) | $58.85(-17.11%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.47% | +53.96% |
| Top 20 Holdings Unweighted | +20.07% | +73.10% |
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