StockDriftsStockDriftsTop 50 Element Pointe Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 37.58% | 304.9K | $199.2M | +3.25%(+9.61K) | $398.76(+87.69%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 8.87% | 72.3K | $47.0M | -0.09%(-65) | $333.86(+123.08%) | 2026-03-31 | |
| IEFA | ISHARES TR | 5.42% | 317.1K | $28.7M | +17.22%(+46.59K) | $81.83(+18.91%) | 2026-03-31 | |
| SHY | ISHARES TR | 5.09% | 326.6K | $27.0M | -2.74%(-9.21K) | $81.26(+0.84%) | 2026-03-31 | |
| JPIE | J P MORGAN EXCHANGE TRADED F | 4.11% | 472.9K | $21.8M | +2.09%(+9.70K) | $46.01(-0.25%) | 2026-03-31 | |
| XTN | SPDR SERIES TRUST | 3.93% | 223.9K | $20.8M | new | $92.19(+25.70%) | 2026-03-31 | |
| IHF | ISHARES TR | 3.51% | 444.6K | $18.6M | +9.61%(+39.00K) | $48.57(+18.37%) | 2026-03-31 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 3.28% | 297.2K | $17.4M | +28.08%(+65.16K) | $58.69(-1.05%) | 2026-03-31 | |
| QUAL | ISHARES TR | 2.84% | 78.4K | $15.0M | -7.29%(-6.16K) | $124.22(+75.85%) | 2026-03-31 | |
| EWJ | ISHARES INC | 2.53% | 158.9K | $13.4M | +9.87%(+14.28K) | $70.94(+31.29%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.71% | +39.42% |
| Top 20 Holdings Unweighted | +14.32% | +49.41% |
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