StockDriftsStockDriftsTop 50 Family Asset Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | 11.7% | 186.7K | $19.5M | +1.34%(+2.46K) | — | 2024-09-30 | |
| QUAL | ISHARES TR | 6.2% | 57.5K | $10.3M | +5.22%(+2.85K) | — | 2024-09-30 | |
| IEFA | ISHARES TR | 5.72% | 121.9K | $9.5M | -8.26%(-10.97K) | — | 2024-09-30 | |
| IVW | ISHARES TR | 4.18% | 72.5K | $6.9M | -1.47%(-1.08K) | — | 2024-09-30 | |
| DGRO | ISHARES TR | 3.95% | 104.8K | $6.6M | +37.92%(+28.80K) | — | 2024-09-30 | |
| AAPL | APPLE INC | 2.96% | 21.1K | $4.9M | +0.00%(+0) | — | 2024-09-30 | |
| EFA | ISHARES TR | 2.73% | 54.3K | $4.5M | -3.80%(-2.15K) | — | 2024-09-30 | |
| LQD | ISHARES TR | 2.37% | 34.9K | $3.9M | -5.29%(-1.95K) | — | 2024-09-30 | |
| MBB | ISHARES TR | 2.3% | 39.8K | $3.8M | +85.87%(+18.40K) | — | 2024-09-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 2.24% | 73.5K | $3.7M | +33.71%(+18.52K) | — | 2024-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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