StockDriftsStockDriftsTop 50 Hughes Financial Services, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPTM | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | 20.31% | 1.67M | $132.2M | +3.92%(+63.08K) | $71.24(+26.17%) | 2026-03-31 | |
| JCPB | JPMORGAN CORE PLUS BOND ETF | 10.9% | 1.51M | $70.9M | +5.05%(+72.47K) | $47.15(-0.82%) | 2026-03-31 | |
| JIRE | JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | 9.94% | 854.3K | $64.7M | +3.86%(+31.72K) | $63.53(+26.72%) | 2026-03-31 | |
| JQUA | JPMORGAN U.S. QUALITY FACTOR ETF | 8.99% | 953.7K | $58.5M | +8.82%(+77.30K) | $62.97(+7.98%) | 2026-03-31 | |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | 8.71% | 720.8K | $56.7M | +1.55%(+11.03K) | $58.61(+64.04%) | 2026-03-31 | |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | 4.97% | 461.3K | $32.4M | +3.34%(+14.91K) | $62.88(+16.37%) | 2026-03-31 | |
| JTEK | JPMORGAN U.S. TECH LEADERS ETF | 4.64% | 379.9K | $30.2M | +3.74%(+13.71K) | $76.47(+35.54%) | 2026-03-31 | |
| JPIB | JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND | 3.32% | 451.5K | $21.6M | +3.97%(+17.23K) | $48.34(-0.92%) | 2026-03-31 | |
| SPIP | STATE STREET SPDR PORTFOLIO TIPS ETF | 3% | 749.6K | $19.5M | +4.75%(+34.00K) | $25.86(+0.72%) | 2026-03-31 | |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | 2.29% | 180.1K | $14.9M | +2.66%(+4.66K) | $82.61(-0.51%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.09% | +33.41% |
| Top 20 Holdings Unweighted | +9.33% | +30.68% |
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