Top 50 Yarger Wealth Strategies, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AORT | ARTIVION INC | 9.42% | 634.2K | $23.2M | new | $41.11(-44.23%) | 2026-03-31 | |
| TDVG | T ROWE PRICE ETF INC | 7.08% | 391.2K | $17.5M | -2.19%(-8.75K) | $37.55(+26.38%) | 2026-03-31 | |
| VONG | VANGUARD SCOTTSDALE FDS | 6.59% | 148.2K | $16.3M | -15.34%(-26.85K) | $89.96(+44.02%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 4.46% | 74.2K | $11.0M | +2.58%(+1.87K) | $121.09(+29.86%) | 2026-03-31 | |
| HTAB | HARTFORD FDS EXCHANGE TRADED | 3.68% | 477.7K | $9.1M | +4.13%(+18.95K) | $19.26(-1.14%) | 2026-03-31 | |
| DGRO | ISHARES TR | 3.48% | 122.3K | $8.6M | +0.42%(+510) | $53.82(+37.11%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.46% | 33.7K | $8.5M | -0.51%(-172) | $165.72(+79.95%) | 2026-03-31 | |
| JAAA | JANUS DETROIT STR TR | 3.2% | 156.6K | $7.9M | +22.03%(+28.27K) | $50.23(+0.81%) | 2026-03-31 | |
| JBND | J P MORGAN EXCHANGE TRADED F | 2.69% | 123.5K | $6.6M | -44.03%(-97.11K) | $53.55(-0.44%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 2.55% | 32.1K | $6.3M | +4.35%(+1.34K) | $145.51(+43.64%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.73% | +35.76% |
| Top 20 Holdings Unweighted | +10.64% | +35.43% |
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