StockDriftsStockDriftsTop 50 Base Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 15.73% | 47.1K | $28.1M | -6.90%(-3.49K) | $557.46(+22.41%) | 2026-03-31 | |
| PYLD | PIMCO ETF TR | 8.52% | 581.1K | $15.2M | +21.43%(+102.58K) | $26.31(+0.11%) | 2026-03-31 | |
| CGBL | CAPITAL GROUP CORE BALANCED | 6.07% | 315.3K | $10.8M | -7.41%(-25.22K) | $31.33(+19.25%) | 2026-03-31 | |
| HCI | HCI GROUP INC | 5.65% | 65.3K | $10.1M | +0.00%(+0) | $132.88(+15.71%) | 2026-03-31 | |
| HDV | ISHARES TR | 5.36% | 70.6K | $9.6M | +2.71%(+1.87K) | $23.51(+15.61%) | 2026-03-31 | |
| INCM | FRANKLIN TEMPLETON ETF TR | 5.14% | 319.3K | $9.2M | -6.62%(-22.62K) | $26.80(+8.67%) | 2026-03-31 | |
| VONG | VANGUARD SCOTTSDALE FDS | 4.97% | 81.0K | $8.9M | -9.84%(-8.84K) | $100.25(+27.67%) | 2026-03-31 | |
| FMDE | FIDELITY COVINGTON TRUST | 4.42% | 219.8K | $7.9M | +30.92%(+51.90K) | $36.24(+6.86%) | 2026-03-31 | |
| FDVV | FIDELITY COVINGTON TRUST | 4.24% | 137.2K | $7.6M | -4.79%(-6.90K) | $54.37(+9.27%) | 2026-03-31 | |
| JIRE | J P MORGAN EXCHANGE TRADED F | 4.1% | 96.8K | $7.3M | +3.92%(+3.65K) | $68.93(+16.80%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.28% | +30.52% |
| Top 20 Holdings Unweighted | +8.09% | +26.28% |
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