StockDriftsStockDriftsTop 15 hemming& Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JQUA | J P MORGAN EXCHANGE TRADED F | 18.96% | 442.8K | $27.2M | -5.90%(-27.78K) | $63.05(+7.84%) | 2026-03-31 | |
| IVW | ISHARES TR | 17.89% | 226.6K | $25.6M | +23.43%(+43.01K) | $121.27(+13.18%) | 2026-03-31 | |
| IVV | ISHARES TR | 14.49% | 31.8K | $20.8M | +16.67%(+4.54K) | $675.97(+10.32%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 12.22% | 300.7K | $17.5M | +30.18%(+69.73K) | $60.01(+10.72%) | 2026-03-31 | |
| EFV | ISHARES TR | 11.86% | 228.6K | $17.0M | -1.43%(-3.31K) | $69.62(+12.81%) | 2026-03-31 | |
| IYW | ISHARES TR | 8.73% | 68.9K | $12.5M | +59.45%(+25.71K) | $195.08(+23.37%) | 2026-03-31 | |
| IVE | ISHARES TR | 7.81% | 53.0K | $11.2M | -37.98%(-32.46K) | $209.29(+7.33%) | 2026-03-31 | |
| IJR | ISHARES TR | 5.48% | 63.1K | $7.8M | -29.55%(-26.49K) | $119.51(+13.20%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 0.57% | 2.2K | $814K | +0.00%(+0) | $500.79(-19.09%) | 2026-03-31 | |
| KO | COCA COLA CO | 0.55% | 10.3K | $785K | +0.00%(+0) | $68.12(+17.83%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -11.35% | -30.34% |
| Top 20 Holdings Unweighted | -11.21% | -30.00% |
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