StockDriftsStockDriftsTop 50 Defined Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IEFA | ISHARES TR | 6.13% | 115.6K | $10.5M | +0.76%(+876) | $67.78(+40.78%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 5.38% | 15.4K | $9.2M | +0.93%(+142) | $382.70(+73.84%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 4.16% | 16.3K | $7.1M | +1.88%(+300) | $42.70(+97.45%) | 2026-03-31 | |
| IEMG | ISHARES INC | 3.57% | 87.4K | $6.1M | +2.37%(+2.02K) | $53.73(+49.16%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.54% | 9.3K | $6.0M | -1.02%(-96) | $362.49(+99.67%) | 2026-03-31 | |
| IUSV | ISHARES TR | 3.49% | 58.2K | $6.0M | +0.83%(+482) | $74.67(+45.34%) | 2026-03-31 | |
| IVV | ISHARES TR | 3.4% | 8.9K | $5.8M | +0.11%(+10) | $372.58(+95.12%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 3.31% | 28.8K | $5.7M | -0.41%(-120) | $137.58(+50.10%) | 2026-03-31 | |
| DIVI | FRANKLIN TEMPLETON ETF TR | 2.78% | 119.3K | $4.7M | +0.31%(+371) | $28.04(+50.06%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 2.75% | 24.4K | $4.7M | -0.50%(-123) | $121.67(+67.04%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.37% | +45.71% |
| Top 20 Holdings Unweighted | +13.00% | +44.28% |
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