StockDriftsStockDriftsTop 50 Centricity Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDSS&P 500 ETF SHS | 12.67% | 27.9K | $15.9M | — | — | — | 2025-06-30 |
| EFA | ISHARES TRMSCI EAFE ETF | 5.38% | 75.3K | $6.7M | — | — | — | 2025-06-30 |
| JPST | J P MORGAN EXCHANGE TRADED FULTRA SHRT ETF | 5.22% | 128.8K | $6.5M | — | — | — | 2025-06-30 |
| IBDT | ISHARES TRIBDS DEC28 ETF | 3.98% | 195.8K | $5.0M | — | — | — | 2025-06-30 |
| IBDS | ISHARES TRIBONDS 27 ETF | 3.94% | 203.2K | $4.9M | — | — | — | 2025-06-30 |
| IVV | ISHARES TRCORE S&P500 ETF | 3.8% | 7.7K | $4.8M | — | — | — | 2025-06-30 |
| VOOG | VANGUARD ADMIRAL FDS INC500 GRTH IDX F | 3.23% | 10.2K | $4.0M | — | — | — | 2025-06-30 |
| VOOV | VANGUARD ADMIRAL FDS INC500 VAL IDX FD | 2.85% | 18.9K | $3.6M | — | — | — | 2025-06-30 |
| DGRO | ISHARES TRCORE DIV GRWTH | 2.74% | 53.5K | $3.4M | — | — | — | 2025-06-30 |
| GLD | SPDR GOLD TR | 2.72% | 11.2K | $3.4M | — | — | — | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +2.35% | +1.17% |
| Top 20 Holdings Unweighted | -2.80% | -1.41% |
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