Top 50 Vigil Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 9.97% | 290.0K | $12.3M | +7.52%(+20.28K) | $42.85(+14.23%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 9.55% | 304.1K | $11.8M | +3.00%(+8.85K) | $39.08(+13.22%) | 2026-03-31 | |
| CGUS | CAPITAL GROUP CORE EQUITY ET | 9.48% | 305.4K | $11.7M | +5.38%(+15.60K) | $39.86(+10.80%) | 2026-03-31 | |
| DFAU | DIMENSIONAL ETF TRUST | 6.71% | 183.9K | $8.3M | +1.70%(+3.08K) | $46.27(+11.38%) | 2026-03-31 | |
| PM | PHILIP MORRIS INTL INC | 6.53% | 48.9K | $8.1M | +0.06%(+28) | $161.30(+13.00%) | 2026-03-31 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 5.23% | 161.1K | $6.5M | +22.67%(+29.77K) | $43.85(+6.11%) | 2026-03-31 | |
| CGMS | CAPITAL GRP FIXED INCM ETF T | 4.63% | 210.5K | $5.7M | +7.54%(+14.76K) | $27.67(-1.04%) | 2026-03-31 | |
| CGCP | CAPITAL GRP FIXED INCM ETF T | 4.16% | 230.6K | $5.2M | +7.96%(+17.01K) | $22.67(-1.66%) | 2026-03-31 | |
| CGCB | CAPITAL GRP FIXED INCM ETF T | 4.07% | 191.9K | $5.0M | +8.20%(+14.53K) | $26.54(-1.39%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.77% | 5.3K | $3.4M | -2.67%(-144) | $677.12(+10.53%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -8.69% | -23.88% |
| Top 20 Holdings Unweighted | -5.27% | -15.00% |
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