StockDriftsStockDriftsTop 50 High Note Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | 10.6% | 82.6K | $54.0M | +1.15%(+937) | $509.46(+46.91%) | 2026-03-31 | |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | 5.91% | 314.5K | $30.1M | -0.52%(-1.64K) | $75.07(+37.63%) | 2026-03-31 | |
| SCHM | SCHWAB U.S. MID-CAP ETF | 5.5% | 903.9K | $28.0M | +0.63%(+5.66K) | $24.90(+44.48%) | 2026-03-31 | |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 4.82% | 184.6K | $24.5M | -0.93%(-1.73K) | $66.02(+173.54%) | 2026-03-31 | |
| DBEF | XTRACKERS MSCI EAFE HEDGED EQUITY ETF | 4.2% | 433.0K | $21.4M | +2.05%(+8.68K) | $35.40(+54.64%) | 2026-03-31 | |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | 3.78% | 210.1K | $19.3M | +14.21%(+26.14K) | $91.68(-0.27%) | 2026-03-31 | |
| AAPL | APPLE INC COM | 3.75% | 75.2K | $19.1M | +0.00%(+2) | $129.78(+137.81%) | 2026-03-31 | |
| GOOGL | ALPHABET INC CAP STK CL A | 2.88% | 50.9K | $14.6M | +0.01%(+7) | $98.91(+263.89%) | 2026-03-31 | |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | 2.55% | 130.8K | $13.0M | +6.19%(+7.62K) | $98.72(-0.12%) | 2026-03-31 | |
| FRDM | FREEDOM 100 EMERGING MARKETS ETF | 2.53% | 235.8K | $12.9M | +4.06%(+9.19K) | $38.68(+76.95%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.57% | +42.63% |
| Top 20 Holdings Unweighted | +13.80% | +47.37% |
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