StockDriftsStockDriftsTop 50 Alterna Wealth Management, Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SLQD | ISHARES TR 0-5 YR INVT GRADE CORP BDETF | 5.62% | 147.0K | $7.4M | -1.40%(-2.08K) | $49.81(+1.08%) | 2026-03-31 | |
| SHY | ISHARES TR 1-3 YR TREAS BD ETF | 5.23% | 83.6K | $6.9M | +10.03%(+7.62K) | $82.56(-0.45%) | 2026-03-31 | |
| SHV | ISHARES TR 0-1 YR TREAS BD ETF | 4.69% | 56.1K | $6.2M | -15.40%(-10.21K) | $110.40(-0.19%) | 2026-03-31 | |
| IUSB | ISHARES TR CORE UNIVERSAL USD BD ETF | 4.25% | 121.6K | $5.6M | +52.50%(+41.84K) | $47.06(-2.27%) | 2026-03-31 | |
| IEMG | ISHARES INC CORE MSCI EMERGING MKTSETF | 3.92% | 74.2K | $5.2M | +32.08%(+18.02K) | $59.55(+37.78%) | 2026-03-31 | |
| SGOV | ISHARES TR ISHARES 0-3 MNTH TREAS BDETF | 3.63% | 47.6K | $4.8M | +25.73%(+9.73K) | $100.57(-0.06%) | 2026-03-31 | |
| IVW | ISHARES TR S&P 500 GROWTH ETF | 3.57% | 41.7K | $4.7M | +40.35%(+11.98K) | $94.39(+45.41%) | 2026-03-31 | |
| IAGG | ISHARES TR CORE INTL AGGREGATE BD ETF | 2.88% | 75.9K | $3.8M | +42.94%(+22.80K) | $50.52(-1.16%) | 2026-03-31 | |
| IVV | ISHARES TR CORE S&P 500 ETF | 2.79% | 5.6K | $3.7M | +26.40%(+1.18K) | $515.98(+44.53%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR UNIT SER 1 | 2.31% | 5.3K | $3.1M | +7.83%(+384) | $466.57(+53.18%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.62% | +28.15% |
| Top 20 Holdings Unweighted | +11.09% | +37.09% |
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