StockDriftsStockDriftsTop 34 Consolidated Portfolio Review Corp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 39.27% | 661.6K | $430.2M | -1.07%(-7.18K) | $672.19(+10.43%) | 2026-03-31 | |
| IVV | ISHARES TR | 8.05% | 135.0K | $88.2M | +0.01%(+13) | $670.96(+11.14%) | 2026-03-31 | |
| IBIT | ISHARES BITCOIN TRUST ETF | 7.51% | 2.14M | $82.3M | +0.00%(+0) | $57.29(-21.25%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 6.8% | 129.1K | $74.5M | +0.07%(+87) | $597.09(+19.70%) | 2026-03-31 | |
| IJH | ISHARES TR | 5.54% | 899.1K | $60.7M | +0.00%(+0) | $65.00(+12.51%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 4.91% | 839.4K | $53.8M | +0.00%(+0) | $57.62(+22.59%) | 2026-03-31 | |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 4.5% | 834.4K | $49.3M | +0.00%(+0) | $84.85(-18.32%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 2.95% | 112.4K | $32.3M | +0.00%(+0) | $72.28(+6.59%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 2.8% | 71.2K | $30.6M | +0.00%(+0) | $339.40(+26.84%) | 2026-03-31 | |
| IJR | ISHARES TR | 2.4% | 211.7K | $26.3M | +0.00%(+0) | $117.71(+14.93%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.34% | +34.35% |
| Top 20 Holdings Unweighted | +12.36% | +41.86% |
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