StockDriftsStockDriftsTop 50 Asset Allocation Strategies LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 5.99% | 440.5K | $33.7M | +96.80%(+216.66K) | $75.35(+15.95%) | 2026-03-31 | |
| RWL | INVESCO EXCH TRADED FD TR II | 5.23% | 256.2K | $29.4M | +8.61%(+20.32K) | $108.42(+15.35%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 4.03% | 95.5K | $22.7M | -3.51%(-3.48K) | $209.20(+40.61%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 4% | 878.0K | $22.5M | +3.43%(+29.09K) | $22.98(+26.91%) | 2026-03-31 | |
| SCHZ | SCHWAB STRATEGIC TR | 3.8% | 922.0K | $21.4M | +4.43%(+39.09K) | $23.21(-0.58%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 3.61% | 661.8K | $20.3M | -1.48%(-9.96K) | $24.29(+30.71%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.47% | 304.7K | $19.5M | +8.50%(+23.88K) | $50.90(+38.75%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 3.22% | 31.4K | $18.1M | new | $338.05(+111.42%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 3.03% | 690.1K | $17.1M | +1.22%(+8.34K) | $20.19(+35.29%) | 2026-03-31 | |
| IOO | ISHARES TR | 3.01% | 139.9K | $16.9M | +2.24%(+3.06K) | $78.09(+80.85%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.87% | +43.80% |
| Top 20 Holdings Unweighted | +12.77% | +43.43% |
Sign up free to track Asset Allocation Strategies LLC, compare funds side by side, and get alerts the moment positions change.