StockDriftsStockDriftsTop 50 Clear Rock Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JMBS | JANUS DETROIT STR TR | 9.89% | 518.2K | $23.1M | +1.89%(+9.62K) | — | 2024-06-30 | |
| VB | VANGUARD INDEX FDS | 9.1% | 97.6K | $21.3M | -0.63%(-623) | — | 2024-06-30 | |
| GOVT | ISHARES TR | 9.04% | 937.1K | $21.1M | +1.78%(+16.39K) | — | 2024-06-30 | |
| USFR | WISDOMTREE TR | 6.28% | 292.0K | $14.7M | -18.09%(-64.48K) | — | 2024-06-30 | |
| CORP | PIMCO ETF TR | 6.24% | 153.5K | $14.6M | -2.08%(-3.26K) | — | 2024-06-30 | |
| SCHX | SCHWAB STRATEGIC TR | 3.27% | 119.3K | $7.7M | -5.19%(-6.53K) | — | 2024-06-30 | |
| MUNI | PIMCO ETF TR | 2.59% | 116.5K | $6.1M | +6.08%(+6.68K) | — | 2024-06-30 | |
| AVGO | BROADCOM INC | 2.32% | 3.4K | $5.4M | -7.48%(-273) | — | 2024-06-30 | |
| MSFT | MICROSOFT CORP | 1.85% | 9.7K | $4.3M | +0.90%(+87) | — | 2024-06-30 | |
| LRCX | LAM RESEARCH CORP | 1.85% | 4.1K | $4.3M | -1.98%(-82) | — | 2024-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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