StockDriftsStockDriftsTop 50 Gen Financial Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VIG | VANGUARD SPECIALIZED FUNDS | 15.14% | 113.7K | $24.5M | +0.24%(+271) | $201.27(+13.72%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 14.78% | 931.1K | $23.9M | +3.94%(+35.28K) | $23.73(+20.09%) | 2026-03-31 | |
| VIGI | VANGUARD WHITEHALL FDS | 11.11% | 202.8K | $17.9M | +2.27%(+4.50K) | $84.26(+9.42%) | 2026-03-31 | |
| FSMD | FIDELITY COVINGTON TRUST | 8.4% | 303.4K | $13.6M | +1.59%(+4.75K) | $44.08(+12.74%) | 2026-03-31 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 7.88% | 217.5K | $12.7M | -6.35%(-14.76K) | $58.63(-0.62%) | 2026-03-31 | |
| COWZ | PACER FDS TR | 7.79% | 201.2K | $12.6M | -0.83%(-1.68K) | $57.18(+11.32%) | 2026-03-31 | |
| DFIS | DIMENSIONAL ETF TRUST | 6.57% | 315.0K | $10.6M | +2.73%(+8.37K) | $31.47(+13.01%) | 2026-03-31 | |
| VCRB | VANGUARD MALVERN FDS | 5.2% | 108.5K | $8.4M | +5.72%(+5.87K) | $78.12(-1.41%) | 2026-03-31 | |
| SLYG | SPDR SERIES TRUST | 1.71% | 28.6K | $2.8M | -1.78%(-518) | $85.66(+27.57%) | 2026-03-31 | |
| MDYG | SPDR SERIES TRUST | 1.44% | 24.3K | $2.3M | +16.82%(+3.50K) | $84.99(+24.05%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +3.55% | +11.04% |
| Top 20 Holdings Unweighted | +3.72% | +11.59% |
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