StockDriftsStockDriftsTop 50 Chatterton & Associates Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SER TR | 5.2% | 92.7K | $7.4M | +62.84%(+35.78K) | $78.93(+10.69%) | 2026-03-31 | |
| IVE | ISHARES TR | 3.88% | 25.5K | $5.5M | +16.34%(+3.59K) | $209.62(+7.17%) | 2026-03-31 | |
| GLDM | WORLD GOLD TR | 3.85% | 58.2K | $5.5M | -38.82%(-36.90K) | $80.91(+14.67%) | 2026-03-31 | |
| SCHZ | SCHWAB STRATEGIC TR | 3.79% | 232.3K | $5.4M | +35.87%(+61.32K) | $23.39(-1.31%) | 2026-03-31 | |
| IVW | ISHARES TR | 3.72% | 44.2K | $5.3M | +33.51%(+11.09K) | $121.03(+13.40%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 3.5% | 81.6K | $5.0M | +4.71%(+3.67K) | $59.98(+10.77%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 3.35% | 10.9K | $4.8M | +3.49%(+369) | $377.15(+14.14%) | 2026-03-31 | |
| SGOV | ISHARES TR | 3.1% | 44.0K | $4.4M | +11.88%(+4.67K) | $100.54(-0.03%) | 2026-03-31 | |
| IUSB | BLACKROCK ETF TRUST | 3.09% | 95.1K | $4.4M | +37.19%(+25.78K) | $46.56(-1.22%) | 2026-03-31 | |
| XTEN | BONDBLOXX ETF TRUST | 2.96% | 91.9K | $4.2M | +34.44%(+23.55K) | $46.33(-2.45%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +0.22% | +0.66% |
| Top 20 Holdings Unweighted | +0.69% | +2.07% |
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