StockDriftsStockDriftsTop 50 Diversified, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 29.54% | 3.97M | $269.1M | +1.59%(+62.23K) | — | 2024-09-30 | |
| SCHD | SCHWAB STRATEGIC TR | 11.22% | 1.21M | $102.2M | +2.21%(+26.11K) | — | 2024-09-30 | |
| IWM | ISHARES TR | 7.43% | 306.5K | $67.7M | +1.69%(+5.08K) | — | 2024-09-30 | |
| IVV | ISHARES TR | 5.55% | 87.6K | $50.5M | +3.49%(+2.96K) | — | 2024-09-30 | |
| XLC | SELECT SECTOR SPDR TR | 5.32% | 536.4K | $48.5M | +0.28%(+1.50K) | — | 2024-09-30 | |
| SMH | VANECK ETF TRUST | 3.9% | 144.7K | $35.5M | +0.11%(+159) | — | 2024-09-30 | |
| XSVN | BONDBLOXX ETF TRUST | 3.86% | 716.6K | $35.2M | +1.78%(+12.56K) | — | 2024-09-30 | |
| JPIE | J P MORGAN EXCHANGE TRADED F | 3.16% | 620.2K | $28.8M | +3.17%(+19.04K) | — | 2024-09-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 1.96% | 88.9K | $17.9M | +1.10%(+963) | — | 2024-09-30 | |
| AAPL | APPLE INC | 1.57% | 61.2K | $14.3M | -0.65%(-399) | — | 2024-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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