StockDriftsStockDriftsTop 50 Balance Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 8.96% | 50.0K | $28.8M | +8.99%(+4.12K) | $577.04(+23.86%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 7.49% | 40.4K | $24.1M | +53.48%(+14.07K) | $574.71(+18.74%) | 2026-03-31 | |
| JPEF | J P MORGAN EXCHANGE TRADED F | 5.99% | 268.4K | $19.3M | -26.18%(-95.21K) | $66.79(+20.28%) | 2026-03-31 | |
| VPLS | VANGUARD MALVERN FDS | 4.57% | 189.6K | $14.7M | +0.32%(+597) | $77.61(-0.34%) | 2026-03-31 | |
| XLV | SELECT SECTOR SPDR TR | 4.21% | 92.4K | $13.5M | -14.19%(-15.28K) | $136.98(+7.10%) | 2026-03-31 | |
| GRNY | TIDAL TRUST I | 3.71% | 500.7K | $12.0M | new | $24.32(+10.92%) | 2026-03-31 | |
| IJJ | ISHARES TR | 3.36% | 81.7K | $10.8M | -34.57%(-43.16K) | $126.65(+9.96%) | 2026-03-31 | |
| VBR | VANGUARD INDEX FDS | 3.31% | 49.1K | $10.7M | +2.76%(+1.32K) | $202.20(+13.76%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 3.04% | 382.3K | $9.8M | -27.42%(-144.44K) | $22.69(+28.54%) | 2026-03-31 | |
| BINV | 2023 ETF SERIES TRUST | 2.33% | 181.9K | $7.5M | -0.97%(-1.78K) | $33.52(+27.30%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.52% | +42.44% |
| Top 20 Holdings Unweighted | +10.60% | +35.28% |
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