StockDriftsStockDriftsTop 50 Dynamic Wealth Strategies, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BND | VANGUARD TOTAL BOND MARKET ETF | 9.61% | 225.6K | $16.6M | +7.81%(+16.35K) | $72.84(+0.44%) | 2026-03-31 | |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | 7.04% | 120.9K | $12.2M | -0.12%(-148) | $100.64(-0.12%) | 2026-03-31 | |
| IGM | ISHARES EXPANDED TECH SECTOR ETF | 6.97% | 101.7K | $12.1M | +2.63%(+2.61K) | $82.46(+90.13%) | 2026-03-31 | |
| VTV | VANGUARD VALUE ETF | 6.66% | 58.7K | $11.5M | +0.85%(+496) | $146.50(+42.67%) | 2026-03-31 | |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | 5.69% | 209.4K | $9.8M | +8.75%(+16.84K) | $46.44(+0.51%) | 2026-03-31 | |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | 5.18% | 150.4K | $9.0M | +2.74%(+4.01K) | $59.11(-0.33%) | 2026-03-31 | |
| SPHQ | INVESCO S&P 500 QUALITY ETF | 4.1% | 94.2K | $7.1M | +2.28%(+2.10K) | $53.87(+54.43%) | 2026-03-31 | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 3.53% | 95.2K | $6.1M | +6.67%(+5.95K) | $59.15(+19.29%) | 2026-03-31 | |
| EFA | ISHARES MSCI EAFE ETF | 3.34% | 59.4K | $5.8M | -1.63%(-986) | $73.18(+41.38%) | 2026-03-31 | |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | 3.03% | 53.4K | $5.2M | +6.42%(+3.22K) | $80.42(+49.56%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.31% | +34.23% |
| Top 20 Holdings Unweighted | +10.47% | +34.82% |
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