StockDriftsStockDriftsTop 50 Buck Wealth Strategies, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 10% | 124.0K | $81.0M | +5.69%(+6.68K) | $590.72(+26.70%) | 2026-03-31 | |
| BOND | PIMCO ETF TR | 7.16% | 628.4K | $58.0M | +8.08%(+46.96K) | $92.17(-0.40%) | 2026-03-31 | |
| AGG | ISHARES TR | 4.99% | 406.8K | $40.4M | +10.41%(+38.34K) | $98.27(+0.35%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 3% | 248.3K | $24.3M | +5.45%(+12.83K) | $98.91(+18.49%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.99% | 377.3K | $24.2M | +3.50%(+12.75K) | $52.08(+35.97%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 2.51% | 70.8K | $20.3M | +2.70%(+1.86K) | $64.54(+24.74%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.41% | 76.8K | $19.5M | +2.11%(+1.59K) | $203.31(+51.80%) | 2026-03-31 | |
| DGRO | ISHARES TR | 2.37% | 273.7K | $19.2M | +4.20%(+11.04K) | $61.41(+25.82%) | 2026-03-31 | |
| VNLA | JANUS DETROIT STR TR | 2.3% | 380.4K | $18.6M | +26.33%(+79.29K) | $48.75(+0.33%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.09% | 45.7K | $16.9M | +21.76%(+8.17K) | $393.24(-0.70%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.13% | +22.97% |
| Top 20 Holdings Unweighted | +7.17% | +23.08% |
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