Top 50 Bucket List Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 13.49% | 69.8K | $22.4M | +2.30%(+1.57K) | $331.64(+11.19%) | 2026-03-31 | |
| PVAL | PUTNAM ETF TRUST | 9.65% | 345.5K | $16.0M | new | $45.99(+12.36%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 8.4% | 126.3K | $13.9M | +4.27%(+5.17K) | $100.98(+22.31%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 7.98% | 135.3K | $13.2M | -9.89%(-14.86K) | $105.60(+10.98%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 7.97% | 55.7K | $13.2M | -13.03%(-8.34K) | $250.02(+17.36%) | 2026-03-31 | |
| IDMO | INVESCO EXCH TRADED FD TR II | 7.09% | 214.9K | $11.8M | +13.14%(+24.95K) | $54.83(+9.74%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 5.57% | 163.6K | $9.3M | -53.47%(-187.95K) | $56.07(+9.93%) | 2026-03-31 | |
| IWR | ISHARES TR | 4.02% | 68.7K | $6.7M | -58.89%(-98.35K) | $96.41(+14.45%) | 2026-03-31 | |
| REGL | PROSHARES TR | 3.95% | 75.9K | $6.6M | new | $85.32(+8.21%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 3.22% | 9.3K | $5.3M | -9.51%(-973) | $607.34(+17.33%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
Sign up free to track Bucket List Wealth Management, LLC, compare funds side by side, and get alerts the moment positions change.