Top 50 YANKCOM Partnership Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | Vanguard FTSE Developed Markets ETF | 7.91% | 300.1K | $19.2M | +10.73%(+29.07K) | $52.19(+35.34%) | 2026-03-31 | |
| SCHV | Schwab Strategic Tr US Large-Cap Value ETF | 6.72% | 536.1K | $16.4M | +13.97%(+65.72K) | $27.04(+21.45%) | 2026-03-31 | |
| VOO | Vanguard Index Funds S&P 500 ETF | 6.03% | 24.6K | $14.7M | +8.72%(+1.97K) | $545.01(+25.21%) | 2026-03-31 | |
| IJH | iShares Tr S&P Midcap 400 ETF | 4.92% | 177.3K | $12.0M | +14.26%(+22.13K) | $62.90(+16.27%) | 2026-03-31 | |
| IWY | iShares Tr Russell Top 200 Growth ETF | 3.86% | 37.7K | $9.4M | +14.80%(+4.86K) | $234.05(+24.76%) | 2026-03-31 | |
| AAPL | Apple Computer Inc | 2.67% | 25.6K | $6.5M | +0.98%(+248) | $233.18(+28.17%) | 2026-03-31 | |
| AMZN | Amazon.com Inc | 2.57% | 30.0K | $6.3M | +2.45%(+719) | $204.30(+32.22%) | 2026-03-31 | |
| MSFT | Microsoft Corp | 2.45% | 16.1K | $6.0M | +7.12%(+1.07K) | $429.08(-5.56%) | 2026-03-31 | |
| NVDA | Nvidia Corp | 2.23% | 31.2K | $5.4M | -0.57%(-180) | $131.02(+72.36%) | 2026-03-31 | |
| VWO | Vanguard FTSE Emerging Markets ETF | 2.04% | 91.9K | $5.0M | +12.97%(+10.54K) | $47.36(+26.57%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.86% | +36.23% |
| Top 20 Holdings Unweighted | +10.90% | +36.41% |
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