StockDriftsStockDriftsTop 50 Harvest Group Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYV | SPDR S&P 500 Value ETF | 8.49% | 335.4K | $13.7M | +0.29%(+956) | — | 2023-03-31 | |
| SCHO | SCHWAB SHORT-TERM US TREASURY ETF | 6.07% | 200.3K | $9.8M | -25.75%(-69.45K) | — | 2023-03-31 | |
| IXUS | iShares International ETF | 5.81% | 150.9K | $9.3M | +3.81%(+5.54K) | — | 2023-03-31 | |
| SCHG | Schwab Large Cap Growth ETF | 5.7% | 140.8K | $9.2M | +38.04%(+38.79K) | — | 2023-03-31 | |
| SCHR | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | 5.32% | 169.8K | $8.6M | +23.86%(+32.71K) | — | 2023-03-31 | |
| SPEM | SPDR Emerging Markets ETF | 5.21% | 245.6K | $8.4M | +7.56%(+17.26K) | — | 2023-03-31 | |
| LMBS | FIRST TRUST LOW DURATION OPPORTUNITIES ETF | 4.72% | 158.8K | $7.6M | -4.56%(-7.59K) | — | 2023-03-31 | |
| SPSM | SPDR Small Cap Value ETF | 4.56% | 194.1K | $7.3M | -3.31%(-6.65K) | — | 2023-03-31 | |
| MBB | iShares MBS ETF | 4.53% | 76.9K | $7.3M | -21.08%(-20.54K) | — | 2023-03-31 | |
| GIGB | Goldman Sachs Investment Grade Corporate Bond ETF | 4.19% | 147.2K | $6.7M | +1.88%(+2.71K) | — | 2023-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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