StockDriftsStockDriftsTop 50 Financial Management Professionals, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GSLC | Goldman Sachs Actvbeta US LRG ETF | 11.89% | 847.5K | $106.0M | +2.03%(+16.89K) | $80.03(+72.54%) | 2026-03-31 | |
| DFAI | Dimensional Intern Core EQT MKT ETF | 7.4% | 1.69M | $66.0M | +1.80%(+29.92K) | $30.39(+34.53%) | 2026-03-31 | |
| JHMM | John Hancock Multifctr Mid CP ETF | 6.72% | 892.8K | $59.9M | +0.83%(+7.37K) | $52.47(+37.65%) | 2026-03-31 | |
| GSIE | Goldman Sachs Actvbt International Equity ETF | 6.61% | 1.37M | $59.0M | +2.64%(+35.17K) | $33.04(+36.51%) | 2026-03-31 | |
| SCHX | Schwab US Large Cap ETF | 6.43% | 2.23M | $57.3M | +1.57%(+34.65K) | $22.53(+26.52%) | 2026-03-31 | |
| SCHV | Schwab US Large Cap Value ETF | 5.91% | 1.73M | $52.6M | new | $30.05(+8.30%) | 2026-03-31 | |
| IWB | iShares Russell 1000 ETF IV | 4.66% | 116.4K | $41.5M | +0.35%(+409) | $192.28(+105.64%) | 2026-03-31 | |
| BND | Vanguard Total Bond Market ETF | 4.47% | 541.1K | $39.8M | +5.32%(+27.34K) | $75.08(-2.45%) | 2026-03-31 | |
| SMLF | iShares MSCI USA Multifct ETF | 4.43% | 523.2K | $39.5M | +1.17%(+6.05K) | $51.31(+62.36%) | 2026-03-31 | |
| IEMG | iShares Core MSCI Emerging ETF | 3.8% | 485.2K | $33.8M | -2.03%(-10.08K) | $58.18(+37.76%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.84% | +39.89% |
| Top 20 Holdings Unweighted | +9.93% | +32.83% |
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