StockDriftsStockDriftsTop 50 Daviman Financial, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 8.77% | 193.8K | $14.8M | +22.20%(+35.22K) | $79.12(+10.43%) | 2026-03-31 | |
| IVE | ISHARES TR | 6.4% | 51.3K | $10.8M | +2.51%(+1.26K) | $209.35(+7.31%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 5.52% | 160.4K | $9.3M | -8.29%(-14.49K) | $60.01(+10.72%) | 2026-03-31 | |
| SCHZ | SCHWAB STRATEGIC TR | 5.46% | 397.5K | $9.2M | +1.94%(+7.56K) | $23.42(-1.44%) | 2026-03-31 | |
| IVW | ISHARES TR | 5.27% | 78.8K | $8.9M | +2.78%(+2.13K) | $121.89(+12.60%) | 2026-03-31 | |
| XTEN | BONDBLOXX ETF TRUST | 4.3% | 158.6K | $7.3M | +5.47%(+8.22K) | $46.41(-2.62%) | 2026-03-31 | |
| USFR | WISDOMTREE TR | 3.66% | 123.0K | $6.2M | +0.00%(+0) | $50.30(+0.25%) | 2026-03-31 | |
| IUSB | ISHARES TR | 3.55% | 129.8K | $6.0M | +3.94%(+4.92K) | $46.62(-1.34%) | 2026-03-31 | |
| CORO | BLACKROCK ETF TRUST | 3.4% | 179.0K | $5.8M | new | $31.61(+13.43%) | 2026-03-31 | |
| ACWX | ISHARES TR | 3.11% | 76.8K | $5.3M | new | $67.80(+11.28%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -8.70% | -23.91% |
| Top 20 Holdings Unweighted | -6.62% | -18.58% |
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