StockDriftsStockDriftsTop 50 Fsa Wealth Partners, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 13.92% | 45.0K | $29.3M | +2.87%(+1.25K) | $500.72(+48.25%) | 2026-03-31 | |
| IVV | ISHARES TR | 8.9% | 28.6K | $18.7M | -27.05%(-10.62K) | $579.93(+28.59%) | 2026-03-31 | |
| ACWX | ISHARES TR | 6.43% | 197.4K | $13.5M | -52.38%(-217.12K) | $61.22(+23.25%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 6.08% | 66.6K | $12.8M | new | $163.65(+23.99%) | 2026-03-31 | |
| SCHV | SCHWAB STRATEGIC TR | 5.87% | 404.7K | $12.3M | new | $27.59(+19.04%) | 2026-03-31 | |
| SH | PROSHARES TR | 5.71% | 316.5K | $12.0M | new | $36.98(-9.65%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 5.48% | 270.9K | $11.5M | -53.86%(-316.25K) | $35.14(+36.03%) | 2026-03-31 | |
| MGC | VANGUARD WORLD FD | 4.47% | 39.7K | $9.4M | -55.57%(-49.70K) | $169.12(+61.54%) | 2026-03-31 | |
| OEF | ISHARES TR | 3.35% | 22.1K | $7.0M | -22.67%(-6.49K) | $200.27(+85.16%) | 2026-03-31 | |
| AGG | ISHARES TR | 2.86% | 60.6K | $6.0M | +40.44%(+17.45K) | $99.38(-0.72%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.95% | +40.31% |
| Top 20 Holdings Unweighted | +12.03% | +40.62% |
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