StockDriftsStockDriftsTop 50 Bridgewealth Advisory Group Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VBIL | VANGUARD INSTL INDEX FD | 12.45% | 793.2K | $60.0M | +25.31%(+160.24K) | $75.50(+0.10%) | 2026-03-31 | |
| PYLD | PIMCO ETF TR | 6.26% | 1.15M | $30.2M | +9.72%(+102.01K) | $26.34(-0.47%) | 2026-03-31 | |
| CGSD | CAPITAL GRP FIXED INCM ETF T | 5.53% | 1.03M | $26.7M | +7.28%(+70.21K) | $25.86(-0.40%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 5.49% | 580.3K | $26.5M | +11.80%(+61.23K) | $45.74(-1.14%) | 2026-03-31 | |
| JAAA | JANUS DETROIT STR TR | 4.8% | 459.5K | $23.1M | -5.83%(-28.43K) | $50.72(-0.18%) | 2026-03-31 | |
| SPTM | SPDR SERIES TRUST | 4.73% | 288.4K | $22.8M | +8.95%(+23.68K) | $70.51(+26.87%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 4.72% | 115.9K | $22.7M | +14.72%(+14.87K) | $175.61(+17.68%) | 2026-03-31 | |
| JSCP | J P MORGAN EXCHANGE TRADED F | 3.65% | 372.5K | $17.6M | +5.11%(+18.09K) | $47.31(-0.68%) | 2026-03-31 | |
| CGUS | CAPITAL GROUP CORE EQUITY ET | 2.84% | 356.2K | $13.7M | +7.95%(+26.24K) | $33.62(+29.28%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 2.75% | 135.6K | $13.3M | +15.38%(+18.08K) | $88.21(+34.20%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.06% | +22.71% |
| Top 20 Holdings Unweighted | +7.50% | +24.22% |
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