StockDriftsStockDriftsTop 50 Ballast Rock Private Wealth Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 4.43% | 31.6K | $8.0M | +7.76%(+2.27K) | $263.21(+7.97%) | 2026-03-31 | |
| PAAA | PGIM ETF TR | 3.91% | 137.4K | $7.1M | +54.49%(+48.47K) | $51.32(-0.01%) | 2026-03-31 | |
| VTEC | VANGUARD CALIF TAX FREE FDS | 2.72% | 49.7K | $4.9M | new | $99.67(-0.04%) | 2026-03-31 | |
| CMF | ISHARES TR | 2.66% | 84.6K | $4.8M | +110.55%(+44.40K) | $57.20(-0.14%) | 2026-03-31 | |
| BALT | INNOVATOR ETFS TRUST | 2.43% | 131.5K | $4.4M | +50.55%(+44.17K) | $33.27(+2.21%) | 2026-03-31 | |
| JAAA | JANUS DETROIT STR TR | 2.31% | 82.6K | $4.2M | +89.45%(+39.01K) | $50.58(-0.05%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 2.08% | 6.3K | $3.8M | +2.31%(+142) | $619.59(+7.38%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 1.94% | 136.5K | $3.5M | +0.05%(+72) | $26.62(+7.04%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.91% | 5.3K | $3.5M | -5.00%(-279) | $674.05(+7.38%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 1.88% | 11.6K | $3.4M | -0.03%(-4) | $318.82(-2.96%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +0.01% | +0.02% |
| Top 20 Holdings Unweighted | +0.00% | +0.01% |
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