StockDriftsStockDriftsTop 33 AJ Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 24.14% | 108.9K | $65.1M | +4.26%(+4.45K) | $392.90(+73.68%) | 2026-03-31 | |
| IGRO | ISHARES TR | 13.78% | 443.5K | $37.2M | +3.31%(+14.23K) | $62.56(+40.73%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 11.67% | 54.5K | $31.5M | +4.04%(+2.12K) | $341.10(+109.53%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 6.53% | 61.3K | $17.6M | +3.62%(+2.14K) | $53.32(+44.49%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 6.37% | 65.5K | $17.2M | +2.29%(+1.47K) | $190.12(+50.26%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 5.87% | 80.7K | $15.8M | +1.97%(+1.55K) | $142.92(+45.80%) | 2026-03-31 | |
| STIP | ISHARES TR | 5.66% | 147.5K | $15.3M | +3.88%(+5.50K) | $98.01(+5.83%) | 2026-03-31 | |
| AOM | ISHARES TR | 4.83% | 274.9K | $13.0M | +2.14%(+5.77K) | $47.65(+3.73%) | 2026-03-31 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 4.53% | 178.7K | $12.2M | +1.88%(+3.30K) | $46.07(+60.41%) | 2026-03-31 | |
| VCRB | VANGUARD MALVERN FDS | 4.1% | 142.7K | $11.0M | +3.10%(+4.30K) | $76.83(+0.20%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.53% | +42.49% |
| Top 20 Holdings Unweighted | +12.59% | +42.74% |
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