StockDriftsStockDriftsTop 50 Expressive Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GLD | SPDR GOLD TR | 5.03% | 12.2K | $5.3M | +9.59%(+1.07K) | $379.16(-0.27%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 4.96% | 109.6K | $5.2M | +22.81%(+20.35K) | $42.88(+14.15%) | 2026-03-31 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 3.1% | 70.6K | $3.2M | -23.02%(-21.12K) | $44.19(+5.28%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 2.83% | 108.6K | $3.0M | +15.33%(+14.44K) | $23.83(+15.30%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.74% | 13.8K | $2.9M | +0.69%(+95) | $186.50(+4.47%) | 2026-03-31 | |
| IVW | ISHARES TR | 2.49% | 19.4K | $2.6M | +10.90%(+1.91K) | $121.62(+11.34%) | 2026-03-31 | |
| MDY | STATE STR SPDR S&P MIDCAP 40 | 2.49% | 3.8K | $2.6M | +1.86%(+70) | $599.84(+15.65%) | 2026-03-31 | |
| VGK | VANGUARD INTL EQUITY INDEX F | 2.48% | 29.2K | $2.6M | -0.71%(-208) | $81.71(+9.36%) | 2026-03-31 | |
| EEM | ISHARES TR | 2.28% | 35.4K | $2.4M | +14.93%(+4.60K) | $54.28(+21.05%) | 2026-03-31 | |
| IJR | ISHARES TR | 2.17% | 16.4K | $2.3M | -10.64%(-1.95K) | $119.51(+22.57%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -14.96% | -38.50% |
| Top 20 Holdings Unweighted | -18.11% | -45.08% |
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