StockDriftsStockDriftsTop 50 Cedarwood Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 13.53% | 20.5K | $13.4M | +5.83%(+1.13K) | $676.68(+10.60%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 8.8% | 15.1K | $8.7M | +8.42%(+1.17K) | $606.44(+17.51%) | 2026-03-31 | |
| AAPL | APPLE INC | 5.46% | 21.3K | $5.4M | +12.02%(+2.28K) | $263.20(+17.26%) | 2026-03-31 | |
| GPIX | GOLDMAN SACHS ETF TR | 4.77% | 94.4K | $4.7M | +114.94%(+50.47K) | $51.93(+5.99%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 4.4% | 6.7K | $4.4M | +0.06%(+4) | $674.05(+10.49%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 3.99% | 128.8K | $4.0M | +7.47%(+8.95K) | $27.47(+17.89%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.85% | 21.9K | $3.8M | +19.40%(+3.55K) | $185.55(+5.00%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 3.28% | 5.4K | $3.2M | -1.68%(-93) | $619.76(+10.50%) | 2026-03-31 | |
| GPIQ | GOLDMAN SACHS ETF TR | 3.2% | 64.1K | $3.2M | +164.40%(+39.83K) | $51.74(+10.45%) | 2026-03-31 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 2.68% | 46.8K | $2.7M | +22.84%(+8.70K) | $57.13(-0.74%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -15.42% | -39.49% |
| Top 20 Holdings Unweighted | -13.69% | -35.70% |
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