StockDriftsStockDriftsTop 50 Element Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 8.36% | 30.9K | $20.2M | +4.15%(+1.23K) | $369.19(+101.99%) | 2026-03-31 | |
| ITOT | ISHARES TR | 3.82% | 64.7K | $9.2M | +3.94%(+2.45K) | $108.81(+48.88%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 3.56% | 335.1K | $8.6M | +0.39%(+1.29K) | $15.13(+92.79%) | 2026-03-31 | |
| TFLO | ISHARES TR | 3.32% | 158.1K | $8.0M | -7.50%(-12.83K) | $50.48(+0.14%) | 2026-03-31 | |
| DIVO | AMPLIFY ETF TR | 3.15% | 169.6K | $7.6M | -3.00%(-5.24K) | $34.22(+32.77%) | 2026-03-31 | |
| AMLP | ALPS ETF TR | 2.74% | 125.6K | $6.6M | +7.33%(+8.58K) | $50.24(+5.84%) | 2026-03-31 | |
| AGG | ISHARES TR | 2.57% | 62.5K | $6.2M | +4.31%(+2.58K) | $100.09(-1.42%) | 2026-03-31 | |
| IJR | ISHARES TR | 1.89% | 36.7K | $4.6M | -6.90%(-2.72K) | $83.17(+62.65%) | 2026-03-31 | |
| IEMG | ISHARES INC | 1.88% | 65.1K | $4.5M | -2.26%(-1.51K) | $56.66(+44.81%) | 2026-03-31 | |
| IEFA | ISHARES TR | 1.86% | 49.7K | $4.5M | +5.18%(+2.44K) | $65.97(+47.25%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.31% | +30.62% |
| Top 20 Holdings Unweighted | +8.28% | +26.96% |
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