StockDriftsStockDriftsTop 50 Carr Financial Group Corp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BND | VANGUARD TOTAL BOND MARKET ETF | 9.2% | 473.6K | $34.9M | +9.04%(+39.27K) | $72.77(+0.54%) | 2026-03-31 | |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | 6.84% | 329.7K | $25.9M | +1.30%(+4.24K) | $60.11(+61.73%) | 2026-03-31 | |
| IQLT | ISHARES MSCI INTL QUALITY FACTOR ETF | 6.51% | 534.0K | $24.7M | -7.85%(-45.48K) | $40.89(+20.19%) | 2026-03-31 | |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 6.46% | 113.8K | $24.5M | -5.12%(-6.14K) | $183.01(+26.15%) | 2026-03-31 | |
| GLD | SPDR GOLD SHARES | 5.34% | 47.0K | $20.2M | +4.70%(+2.11K) | $279.87(+52.65%) | 2026-03-31 | |
| HELO | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | 4.21% | 249.7K | $16.0M | +15.44%(+33.40K) | $61.42(+10.52%) | 2026-03-31 | |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 4.03% | 47.6K | $15.3M | -2.06%(-1.00K) | $207.27(+77.26%) | 2026-03-31 | |
| GARP | ISHARES MSCI USA QUALITY GARP ETF | 3.21% | 190.1K | $12.2M | new | $66.03(+18.15%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TRUST SERIES I | 2.99% | 19.6K | $11.3M | +2.67%(+511) | $368.41(+95.38%) | 2026-03-31 | |
| IJH | ISHARES CORE S&P MID-CAP ETF | 2.42% | 136.1K | $9.2M | -16.42%(-26.74K) | $51.74(+41.93%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.77% | +39.64% |
| Top 20 Holdings Unweighted | +14.13% | +48.68% |
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