StockDriftsStockDriftsTop 50 Bos Asset Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| YEAR | AB ACTIVE ETFS INC | 12.29% | 953.6K | $48.1M | +6.86%(+61.23K) | $50.48(-0.30%) | 2026-03-31 | |
| TLT | ISHARES TR | 4.61% | 208.3K | $18.1M | -0.13%(-265) | $95.91(-11.58%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 4.52% | 27.2K | $17.7M | +0.84%(+227) | $510.86(+45.31%) | 2026-03-31 | |
| DFLV | DIMENSIONAL ETF TRUST | 3.48% | 381.4K | $13.6M | +2.11%(+7.90K) | $29.28(+30.72%) | 2026-03-31 | |
| IUSG | ISHARES TR | 3.05% | 76.9K | $11.9M | +7.55%(+5.40K) | $118.66(+58.02%) | 2026-03-31 | |
| PULS | PGIM ETF TR | 2.82% | 223.3K | $11.1M | +69.07%(+91.23K) | $49.60(+0.04%) | 2026-03-31 | |
| DFSV | DIMENSIONAL ETF TRUST | 2.79% | 312.0K | $10.9M | -1.15%(-3.63K) | $29.77(+23.42%) | 2026-03-31 | |
| QUAL | ISHARES TR | 2.21% | 45.1K | $8.7M | +4.74%(+2.04K) | $161.16(+30.91%) | 2026-03-31 | |
| IDHQ | INVESCO EXCH TRADED FD TR II | 2.16% | 239.6K | $8.5M | -0.20%(-473) | $29.92(+36.16%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.02% | 31.2K | $7.9M | -0.15%(-46) | $137.65(+117.12%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.10% | +29.86% |
| Top 20 Holdings Unweighted | +11.79% | +39.70% |
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