StockDriftsStockDriftsTop 50 Dominguez Wealth Management Solutions, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 15% | 56.7K | $24.8M | +4.97%(+2.68K) | $45.24(+93.42%) | 2026-03-31 | |
| AAPL | APPLE INC | 11.13% | 72.3K | $18.4M | -0.18%(-134) | $134.95(+121.47%) | 2026-03-31 | |
| SGOV | ISHARES TR | 8.77% | 143.8K | $14.5M | -0.74%(-1.07K) | $100.50(+0.01%) | 2026-03-31 | |
| FIXD | FIRST TR EXCHNG TRADED FD VI | 8.64% | 327.1K | $14.3M | +1.77%(+5.69K) | $43.80(-0.60%) | 2026-03-31 | |
| SPLV | INVESCO EXCH TRADED FD TR II | 7.5% | 169.3K | $12.4M | +9.38%(+14.51K) | $64.52(+12.71%) | 2026-03-31 | |
| BALT | INNOVATOR ETFS TRUST | 5.55% | 273.7K | $9.2M | +7.10%(+18.14K) | $28.05(+21.24%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 3.48% | 23.5K | $5.8M | -1.67%(-399) | $169.07(+36.29%) | 2026-03-31 | |
| EFG | ISHARES TR | 2.72% | 40.3K | $4.5M | +6.80%(+2.57K) | $89.00(+36.39%) | 2026-03-31 | |
| LMBS | FIRST TR EXCHANGE-TRADED FD | 1.99% | 65.9K | $3.3M | +1.64%(+1.06K) | $47.54(+4.93%) | 2026-03-31 | |
| PG | PROCTER & GAMBLE CO | 1.75% | 20.0K | $2.9M | -2.06%(-421) | $139.87(+1.69%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.05% | +22.66% |
| Top 20 Holdings Unweighted | +6.24% | +19.90% |
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