StockDriftsStockDriftsTop 50 Gen-Wealth Partners Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | 5.63% | 233.5K | $17.9M | +6.69%(+14.65K) | $63.29(+38.51%) | 2026-03-31 | |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | 3.68% | 200.7K | $11.7M | +5.33%(+10.15K) | $47.78(+40.49%) | 2026-03-31 | |
| IVE | ISHARES S&P 500 VALUE ETF | 3.25% | 48.9K | $10.3M | +4.25%(+1.99K) | $194.90(+18.11%) | 2026-03-31 | |
| IVW | ISHARES S&P 500 GROWTH ETF | 2.95% | 82.9K | $9.4M | +5.31%(+4.18K) | $89.03(+52.10%) | 2026-03-31 | |
| IVV | ISHARES CORE S&P 500 ETF | 2.81% | 13.7K | $8.9M | +18.72%(+2.15K) | $552.78(+35.39%) | 2026-03-31 | |
| EFV | ISHARES MSCI EAFE VALUE ETF | 1.97% | 84.1K | $6.3M | -26.76%(-30.73K) | $57.27(+35.93%) | 2026-03-31 | |
| CORO | ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF | 1.8% | 177.8K | $5.7M | new | $31.61(+13.56%) | 2026-03-31 | |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | 1.57% | 26.0K | $5.0M | +6.29%(+1.54K) | $162.80(+34.17%) | 2026-03-31 | |
| THRO | ISHARES U.S. THEMATIC ROTATION ACTIVE ETF | 1.57% | 137.2K | $5.0M | +7.37%(+9.42K) | $34.34(+24.18%) | 2026-03-31 | |
| ACWX | ISHARES MSCI ACWI EX U.S. ETF | 1.53% | 71.1K | $4.9M | new | $67.80(+10.96%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.49% | +42.34% |
| Top 20 Holdings Unweighted | +13.36% | +45.67% |
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