Top 46 Wealth Analytics Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 18.94% | 106.6K | $46.6M | -0.97%(-1.04K) | $80.62(+8.44%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 18.9% | 236.9K | $46.5M | +0.20%(+462) | $188.75(+9.49%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 10.03% | 335.0K | $24.7M | +7.16%(+22.38K) | $74.20(-1.96%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 5.8% | 239.4K | $14.3M | +3.96%(+9.12K) | $59.97(-2.25%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 5.05% | 57.7K | $12.4M | -1.57%(-919) | $217.78(+5.33%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 4.55% | 42.8K | $11.2M | -1.47%(-638) | $256.12(+10.04%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 4.19% | 59.1K | $10.3M | -5.35%(-3.34K) | $186.54(+20.79%) | 2026-03-31 | |
| COST | COSTCO WHSL CORP NEW | 3.66% | 9.0K | $9.0M | -1.44%(-132) | $893.99(+17.33%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 3.35% | 28.7K | $8.2M | -2.12%(-621) | $278.67(+41.14%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.03% | 35.7K | $7.4M | +1.30%(+459) | $225.12(+17.33%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -14.17% | -36.78% |
| Top 20 Holdings Unweighted | -16.85% | -42.51% |
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