StockDriftsStockDriftsTop 50 Db Wealth Management Group, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P | 15.17% | 56.2K | $26.7M | +895.99%(+50.55K) | — | 2023-12-31 | |
| EFA | ISHARES MSCI | 5.98% | 139.7K | $10.5M | +2.24%(+3.06K) | — | 2023-12-31 | |
| CGDV | CAPITAL GROUP | 5.77% | 340.4K | $10.2M | +16.88%(+49.16K) | — | 2023-12-31 | |
| VTI | VANGUARD TOTAL | 5.04% | 37.4K | $8.9M | +45.18%(+11.65K) | — | 2023-12-31 | |
| IJH | ISHARES CORE | 4.37% | 27.8K | $7.7M | +14.26%(+3.47K) | — | 2023-12-31 | |
| ILCG | ISHARES MORNINGSTAR | 3.93% | 102.1K | $6.9M | +23.33%(+19.31K) | — | 2023-12-31 | |
| DWM | WISDOMTREE DEFA | 2.74% | 92.0K | $4.8M | +0.29%(+270) | — | 2023-12-31 | |
| FV | FIRST TRUST | 2.65% | 90.4K | $4.7M | -30.78%(-40.20K) | — | 2023-12-31 | |
| QQQ | INVESCO QQQ | 2.43% | 10.4K | $4.3M | +21.31%(+1.83K) | — | 2023-12-31 | |
| RSP | INVESCO S&P | 2.05% | 22.9K | $3.6M | -87.12%(-154.73K) | — | 2023-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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