StockDriftsStockDriftsTop 50 Financial Life Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES TR | 12.72% | 361.0K | $40.8M | +1.51%(+5.35K) | $55.07(+149.23%) | 2026-03-31 | |
| IVE | ISHARES TR | 10.98% | 167.0K | $35.3M | +0.46%(+771) | $130.56(+72.06%) | 2026-03-31 | |
| SCHZ | SCHWAB STRATEGIC TR | 10.85% | 1.50M | $34.8M | +1.54%(+22.82K) | $23.04(+0.16%) | 2026-03-31 | |
| SPMB | SPDR SERIES TRUST | 7.26% | 1.04M | $23.3M | +9.26%(+88.22K) | $21.97(+1.15%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 5.99% | 330.6K | $19.2M | +5.02%(+15.79K) | $47.77(+39.10%) | 2026-03-31 | |
| EFV | ISHARES TR | 5.44% | 234.7K | $17.5M | -1.24%(-2.95K) | $45.84(+71.34%) | 2026-03-31 | |
| VGLT | VANGUARD SCOTTSDALE FDS | 5.05% | 292.9K | $16.2M | +4.91%(+13.71K) | $56.81(-4.45%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.76% | 223.4K | $12.1M | +9.25%(+18.91K) | $51.53(+16.31%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 3.72% | 27.3K | $11.9M | +7.00%(+1.79K) | $31.78(+175.39%) | 2026-03-31 | |
| IUSB | ISHARES TR | 3.7% | 257.2K | $11.9M | +10.56%(+24.57K) | $45.32(+1.48%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.05% | +29.68% |
| Top 20 Holdings Unweighted | +8.36% | +27.25% |
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