StockDriftsStockDriftsTop 50 Holos Integrated Wealth Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BUFR | First Trust Laddered Buffer ETF | 10.09% | 585.3K | $19.9M | -0.86%(-5.07K) | $30.22(+18.41%) | 2026-03-31 | |
| BUFF | Innovator Laddered Allocation Power Buffer | 8.19% | 325.1K | $16.2M | +0.21%(+697) | $44.78(+15.67%) | 2026-03-31 | |
| LGCY | LEGACY ED INC COM | 5.22% | 852.5K | $10.3M | -8.76%(-81.80K) | $7.37(+52.03%) | 2026-03-31 | |
| FBND | Fidelity Total Bond | 5.17% | 223.5K | $10.2M | +7.33%(+15.26K) | $45.58(-0.08%) | 2026-03-31 | |
| FLTB | Fidelity Limited Term Bond | 4.15% | 163.5K | $8.2M | +0.25%(+406) | $50.02(+0.39%) | 2026-03-31 | |
| VGMS | Vanguard Multi-Sector Income Bond ETF | 4.01% | 155.4K | $7.9M | +16.58%(+22.11K) | $51.62(-0.89%) | 2026-03-31 | |
| VGHY | Vanguard High Yield ETF | 3.42% | 90.6K | $6.8M | +17.53%(+13.51K) | $75.26(-0.69%) | 2026-03-31 | |
| SCHD | Schwab US Dividend Equity | 3.12% | 201.5K | $6.2M | -0.33%(-670) | $27.65(+14.62%) | 2026-03-31 | |
| FESM | Fidelity Enhanced Small Cap | 3.09% | 157.2K | $6.1M | +9.49%(+13.62K) | $31.57(+40.88%) | 2026-03-31 | |
| VO | Vanguard Mid Cap | 3.08% | 20.9K | $6.1M | -6.06%(-1.35K) | $66.00(+17.72%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.06% | +22.72% |
| Top 20 Holdings Unweighted | +6.00% | +19.09% |
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