StockDriftsStockDriftsTop 50 A&I Financial Services, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SHV | ISHARES TR | 20.81% | 397.9K | $43.9M | new | $110.27(-0.16%) | 2026-03-31 | |
| TSEL | TOUCHSTONE ETF TRUST | 14% | 1.20M | $29.6M | +14.09%(+147.63K) | $23.83(+19.70%) | 2026-03-31 | |
| BUSA | 2023 ETF SERIES TRUST | 7.79% | 444.2K | $16.4M | -4.02%(-18.59K) | $32.31(+24.43%) | 2026-03-31 | |
| OAKM | HARRIS OAKMARK ETF TRUST | 7.77% | 595.2K | $16.4M | -0.82%(-4.92K) | $24.03(+21.20%) | 2026-03-31 | |
| DBMF | LITMAN GREGORY FDS TR | 5.11% | 357.5K | $10.8M | +10.90%(+35.13K) | $26.93(+12.60%) | 2026-03-31 | |
| ASMF | VIRTUS ETF TR II | 5.01% | 417.2K | $10.6M | +11.86%(+44.23K) | $23.09(+10.38%) | 2026-03-31 | |
| ITOT | ISHARES TR | 3.77% | 55.9K | $8.0M | -6.33%(-3.78K) | $128.36(+27.58%) | 2026-03-31 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 2.67% | 140.2K | $5.6M | +12.86%(+15.97K) | $37.76(+23.22%) | 2026-03-31 | |
| CGUS | CAPITAL GROUP CORE EQUITY ET | 2.62% | 144.0K | $5.5M | +12.15%(+15.61K) | $35.67(+23.80%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.57% | 84.5K | $5.4M | -10.60%(-10.02K) | $50.55(+40.09%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +3.52% | +10.94% |
| Top 20 Holdings Unweighted | +7.19% | +23.17% |
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