StockDriftsStockDriftsTop 50 49 Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IEFA | ISHARES CORE MSCI EAFE ETF | 12.13% | 1.79M | $162.1M | +9.65%(+157.54K) | $78.09(+24.10%) | 2026-03-31 | |
| DIVZ | POLEN DIVIDEND INCOME ETF | 11.91% | 4.28M | $159.2M | new | $32.90(+15.45%) | 2026-03-31 | |
| IDVZ | POLEN INTERNATIONAL DIVIDEND INCOME ETF | 10.16% | 4.05M | $135.8M | +10.41%(+381.50K) | $27.85(+26.11%) | 2026-03-31 | |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | 8.07% | 1.41M | $107.9M | -29.46%(-588.53K) | $68.85(+27.90%) | 2026-03-31 | |
| PFDE | RBB FD TR PATHFINDER DISCIPLINED US EQUITY ETF | 7.36% | 4.18M | $98.3M | +2588.49%(+4.02M) | $24.25(+14.32%) | 2026-03-31 | |
| PFOE | PATHFINDER FOCUSED OPPORTUNITIES ETF | 6.96% | 4.17M | $93.1M | +2125.47%(+3.98M) | $23.69(-2.23%) | 2026-03-31 | |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 4.62% | 885.7K | $61.8M | +10.21%(+82.07K) | $58.01(+41.85%) | 2026-03-31 | |
| BIV | VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES | 3.98% | 688.5K | $53.1M | +114.12%(+366.97K) | $77.72(-1.50%) | 2026-03-31 | |
| SPHY | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | 3.83% | 2.20M | $51.2M | +602.59%(+1.88M) | $23.55(-0.66%) | 2026-03-31 | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES | 3.54% | 737.4K | $47.3M | +10.86%(+72.26K) | $53.52(+31.84%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.78% | +28.70% |
| Top 20 Holdings Unweighted | +7.78% | +25.20% |
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