StockDriftsStockDriftsTop 50 FSM Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JPIB | J P MORGAN EXCHANGE TRADED F | 7.16% | 1.16M | $55.7M | +27.04%(+247.96K) | $47.95(-0.12%) | 2026-03-31 | |
| BOND | PIMCO ETF TR | 6.38% | 537.9K | $49.6M | +27.98%(+117.60K) | $92.43(-0.71%) | 2026-03-31 | |
| JAVA | J P MORGAN EXCHANGE TRADED F | 4.84% | 524.9K | $37.7M | +11.36%(+53.53K) | $58.89(+29.71%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 4.28% | 103.8K | $33.3M | +9.53%(+9.03K) | $249.34(+46.27%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 4.16% | 599.3K | $32.4M | +15.21%(+79.11K) | $46.86(+27.92%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 4.02% | 1.26M | $31.3M | +28.03%(+276.76K) | $20.56(+32.83%) | 2026-03-31 | |
| VT | VANGUARD INTL EQUITY INDEX F | 3.96% | 222.7K | $30.8M | +10.33%(+20.85K) | $109.40(+42.04%) | 2026-03-31 | |
| IJH | ISHARES TR | 3.16% | 363.7K | $24.6M | +6.42%(+21.94K) | $56.35(+29.79%) | 2026-03-31 | |
| JMST | J P MORGAN EXCHANGE TRADED F | 3.13% | 477.1K | $24.3M | -22.43%(-137.93K) | $50.82(+0.11%) | 2026-03-31 | |
| VONV | VANGUARD SCOTTSDALE FDS | 2.84% | 235.4K | $22.1M | +7.65%(+16.74K) | $74.09(+38.96%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.67% | +31.90% |
| Top 20 Holdings Unweighted | +9.57% | +31.56% |
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