Top 50 Wright Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VGSH | VANGUARD SCOTTSDALE FDS | 11.96% | 305.4K | $17.9M | +3.13%(+9.26K) | $58.79(-1.03%) | 2026-03-31 | |
| RSSB | TIDAL TRUST II | 10.82% | 594.1K | $16.2M | +7.94%(+43.71K) | $28.11(+6.24%) | 2026-03-31 | |
| AAPL | APPLE INC | 6.89% | 40.6K | $10.3M | -3.05%(-1.27K) | $263.24(+14.05%) | 2026-03-31 | |
| AVIV | AMERICAN CENTY ETF TR | 6.01% | 120.1K | $9.0M | +1.37%(+1.62K) | $69.38(+12.50%) | 2026-03-31 | |
| VTIP | VANGUARD MALVERN FDS | 5.8% | 173.5K | $8.7M | +4.76%(+7.89K) | $50.03(+0.70%) | 2026-03-31 | |
| DGRO | ISHARES TR | 5.45% | 116.1K | $8.1M | +6.09%(+6.66K) | $68.81(+6.61%) | 2026-03-31 | |
| GCC | WISDOMTREE TR | 4.84% | 302.1K | $7.2M | +3.80%(+11.06K) | $21.32(+20.19%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 4.65% | 108.4K | $6.9M | +5.82%(+5.97K) | $61.31(+12.67%) | 2026-03-31 | |
| FRDM | EA SERIES TRUST | 4.5% | 123.1K | $6.7M | -2.82%(-3.58K) | $47.79(+37.29%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 4.35% | 58.9K | $6.5M | +3.09%(+1.77K) | $100.92(+16.18%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.12% | +16.17% |
| Top 20 Holdings Unweighted | +7.58% | +24.52% |
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