Top 50 Visionary Horizons, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | 13.95% | 972.1K | $28.3M | -7.50%(-78.81K) | $21.30(+55.96%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 10.84% | 388.8K | $22.0M | -12.04%(-53.21K) | $45.45(+31.95%) | 2026-03-31 | |
| FNDF | SCHWAB STRATEGIC TR | 6.34% | 262.9K | $12.9M | +27.91%(+57.37K) | $37.62(+38.42%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 4.69% | 86.2K | $9.5M | +8.98%(+7.11K) | $91.97(+30.66%) | 2026-03-31 | |
| AVEM | AMERICAN CENTY ETF TR | 4.66% | 117.3K | $9.5M | +47.75%(+37.90K) | $63.68(+44.84%) | 2026-03-31 | |
| MRSK | NORTHERN LIGHTS FD TR | 3.39% | 194.9K | $6.9M | -25.38%(-66.31K) | $33.54(+11.58%) | 2026-03-31 | |
| AVUS | AMERICAN CENTY ETF TR | 3.34% | 60.9K | $6.8M | +1.72%(+1.03K) | $84.77(+45.23%) | 2026-03-31 | |
| TOTL | SSGA ACTIVE ETF TR | 3.01% | 154.0K | $6.1M | +48.04%(+49.98K) | $40.07(-1.42%) | 2026-03-31 | |
| SPIB | SPDR SERIES TRUST | 2.87% | 173.6K | $5.8M | +41.31%(+50.75K) | $33.29(+0.35%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 2.85% | 10.0K | $5.8M | +5.75%(+544) | $424.15(+60.70%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.85% | +43.71% |
| Top 20 Holdings Unweighted | +9.19% | +30.20% |
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