StockDriftsStockDriftsTop 44 Global Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JMST | J P MORGAN EXCHANGE TRADED F | 14.53% | 522.7K | $26.6M | +0.00%(+6) | $50.83(+0.08%) | 2026-03-31 | |
| VUSB | VANGUARD BD INDEX FDS | 11.95% | 440.3K | $21.9M | +16.14%(+61.18K) | $49.74(-0.15%) | 2026-03-31 | |
| SCHB | SCHWAB STRATEGIC TR | 11.19% | 817.8K | $20.5M | -6.93%(-60.85K) | $21.57(+29.56%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 10.34% | 618.0K | $19.0M | -7.39%(-49.30K) | $27.05(+17.16%) | 2026-03-31 | |
| IVV | ISHARES TR | 8.31% | 23.3K | $15.2M | -11.06%(-2.90K) | $563.41(+29.03%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 6% | 51.2K | $11.0M | -3.63%(-1.93K) | $190.47(+20.17%) | 2026-03-31 | |
| IJR | ISHARES TR | 5.05% | 74.5K | $9.3M | -8.41%(-6.84K) | $111.81(+23.52%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 3.85% | 22.0K | $7.1M | -3.80%(-870) | $275.54(+29.56%) | 2026-03-31 | |
| IJH | ISHARES TR | 3.65% | 99.2K | $6.7M | -0.73%(-728) | $60.45(+21.20%) | 2026-03-31 | |
| VTIP | VANGUARD MALVERN FDS | 3.56% | 130.9K | $6.5M | new | $49.70(+1.32%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.08% | +22.78% |
| Top 20 Holdings Unweighted | +8.75% | +28.60% |
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