Top 50 Vision Retirement, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ | 14.13% | 86.0K | $49.7M | +0.45%(+388) | $607.29(+17.34%) | 2026-03-31 | |
| AAPL | APPLE INC | 9.73% | 134.8K | $34.2M | -0.18%(-242) | $263.24(+17.24%) | 2026-03-31 | |
| AMZN | AMAZON COM | 6.02% | 101.6K | $21.2M | -0.38%(-391) | $225.20(+7.76%) | 2026-03-31 | |
| DIA | STATE STREET | 4.28% | 32.5K | $15.1M | +2.97%(+938) | $472.15(+11.80%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE | 3.6% | 12.7K | $12.7M | -0.64%(-82) | $893.99(+6.45%) | 2026-03-31 | |
| TSLA | TESLA INC | 3.49% | 33.0K | $12.3M | +0.53%(+174) | $447.03(-11.99%) | 2026-03-31 | |
| VOO | VANGUARD S&P | 2.9% | 17.1K | $10.2M | +5.39%(+874) | $619.38(+10.57%) | 2026-03-31 | |
| XLG | INVESCO S&P | 2.65% | 170.6K | $9.3M | +9.21%(+14.39K) | $58.28(+4.21%) | 2026-03-31 | |
| VYM | VANGUARD HIGH | 2.52% | 59.8K | $8.9M | +1.17%(+692) | $142.27(+12.10%) | 2026-03-31 | |
| V | VISA INC | 2.18% | 25.3K | $7.6M | +0.23%(+59) | $346.00(+4.66%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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