StockDriftsStockDriftsTop 50 GenWealth Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SHY | ISHARES TR | 14.07% | 996.3K | $82.3M | new | $82.69(-0.91%) | 2026-03-31 | |
| IAU | ISHARES GOLD TR | 9.43% | 625.2K | $55.1M | -9.16%(-63.05K) | $35.90(+115.89%) | 2026-03-31 | |
| SCHV | SCHWAB STRATEGIC TR | 8.89% | 1.70M | $52.0M | +3.37%(+55.58K) | $19.90(+73.03%) | 2026-03-31 | |
| TLT | ISHARES TR | 8.57% | 577.8K | $50.1M | new | $89.18(-4.12%) | 2026-03-31 | |
| IEF | ISHARES TR | 7.99% | 489.3K | $46.7M | +7.02%(+32.11K) | $101.65(-7.41%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 7.23% | 96.7K | $42.2M | +6.05%(+5.52K) | $40.18(+112.78%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 6.46% | 63.2K | $37.8M | +5.07%(+3.05K) | $364.55(+87.86%) | 2026-03-31 | |
| ZROZ | PIMCO ETF TR | 4.23% | 386.3K | $24.7M | +52.57%(+133.09K) | $81.11(-22.81%) | 2026-03-31 | |
| VGLT | VANGUARD SCOTTSDALE FDS | 3.73% | 393.8K | $21.8M | +11.57%(+40.83K) | $66.76(-18.08%) | 2026-03-31 | |
| USDU | WISDOMTREE TR | 3.42% | 759.2K | $20.0M | +30.82%(+178.85K) | $27.24(-1.91%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.35% | +41.80% |
| Top 20 Holdings Unweighted | +13.10% | +44.68% |
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