StockDriftsStockDriftsTop 50 Cardinal Strategic Wealth Guidance Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 23.21% | 134.7K | $88.0M | +2.78%(+3.65K) | $406.86(+83.29%) | 2026-03-31 | |
| IUSG | ISHARES TR | 13.88% | 339.2K | $52.6M | +1.40%(+4.69K) | $98.85(+89.68%) | 2026-03-31 | |
| QUAL | ISHARES TR | 7.88% | 155.8K | $29.9M | -2.30%(-3.67K) | $134.87(+56.42%) | 2026-03-31 | |
| EMXC | ISHARES INC | 7.03% | 339.0K | $26.7M | +0.08%(+255) | $55.71(+72.58%) | 2026-03-31 | |
| EFV | ISHARES TR | 6.44% | 328.6K | $24.4M | -0.39%(-1.29K) | $50.26(+56.28%) | 2026-03-31 | |
| OEF | ISHARES TR | 5.64% | 67.2K | $21.4M | +3.42%(+2.23K) | $277.46(+33.64%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 5.05% | 338.3K | $19.1M | +4.92%(+15.85K) | $52.93(+13.69%) | 2026-03-31 | |
| MUB | ISHARES TR | 4.97% | 177.4K | $18.8M | -2.69%(-4.90K) | $106.40(+0.22%) | 2026-03-31 | |
| GLDM | WORLD GOLD TR | 3.28% | 134.2K | $12.4M | +0.72%(+962) | $60.18(+54.18%) | 2026-03-31 | |
| EFG | ISHARES TR | 3.13% | 106.7K | $11.9M | -0.99%(-1.07K) | $88.47(+37.21%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.67% | +46.88% |
| Top 20 Holdings Unweighted | +11.14% | +37.29% |
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