StockDriftsStockDriftsTop 50 Embree Financial Group Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 6.88% | 101.3K | $58.4M | -6.46%(-7.00K) | $392.40(+82.14%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 5.67% | 74.0K | $48.1M | -5.73%(-4.50K) | $463.46(+60.17%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 4.3% | 627.2K | $36.5M | +20.72%(+107.67K) | $58.05(+14.46%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.29% | 143.5K | $36.4M | +4.72%(+6.46K) | $187.82(+59.12%) | 2026-03-31 | |
| PVAL | PUTNAM ETF TRUST | 4.18% | 765.0K | $35.5M | +26.04%(+158.05K) | $42.19(+17.74%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 3.81% | 1.26M | $32.4M | -11.63%(-166.10K) | $18.27(+59.69%) | 2026-03-31 | |
| PULS | PGIM ETF TR | 2.88% | 494.3K | $24.5M | +11.81%(+52.21K) | $49.69(-0.14%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.5% | 57.4K | $21.2M | +6.36%(+3.43K) | $358.66(+12.98%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.38% | 70.3K | $20.2M | +7.84%(+5.11K) | $149.90(+168.59%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 2.38% | 382.4K | $20.2M | +0.76%(+2.88K) | $43.13(+29.03%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.48% | +50.04% |
| Top 20 Holdings Unweighted | +15.44% | +53.86% |
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