Top 44 Woodside Wealth Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 23.07% | 49.4K | $29.5M | -4.55%(-2.36K) | $529.04(+25.76%) | 2026-03-31 | |
| SPSB | SPDR SERIES TRUST | 11.87% | 505.3K | $15.2M | +5.31%(+25.48K) | $29.99(-0.07%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 7.25% | 21.2K | $9.3M | -4.75%(-1.06K) | $65.47(+28.78%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 6.69% | 220.4K | $8.6M | +0.19%(+420) | $33.85(+26.12%) | 2026-03-31 | |
| PRF | INVESCO EXCHANGE TRADED FD T | 6.48% | 174.4K | $8.3M | +2.77%(+4.71K) | $40.58(+28.35%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 5.02% | 127.0K | $6.4M | +47.48%(+40.87K) | $50.55(-0.19%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 3.73% | 16.6K | $4.8M | +0.00%(+0) | $173.33(+121.69%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.68% | 16.4K | $4.7M | +0.00%(+0) | $171.97(+125.87%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 3.39% | 13.5K | $4.3M | +1.36%(+181) | $283.13(+26.09%) | 2026-03-31 | |
| USMV | ISHARES TR | 3.01% | 41.5K | $3.8M | -7.80%(-3.51K) | $91.23(+3.55%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.80% | +15.12% |
| Top 20 Holdings Unweighted | +5.38% | +17.04% |
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