StockDriftsStockDriftsTop 50 Ifs Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | 15.63% | 46.4K | $30.3M | -0.90%(-422) | $425.98(+70.66%) | 2026-03-31 | |
| IBDR | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | 12.09% | 967.8K | $23.5M | +3.38%(+31.67K) | $24.27(-0.32%) | 2026-03-31 | |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | 9.19% | 177.2K | $17.8M | +1.16%(+2.03K) | $100.54(-0.11%) | 2026-03-31 | |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | 8.72% | 241.1K | $16.9M | +1.66%(+3.94K) | $50.94(+44.01%) | 2026-03-31 | |
| BSCQ | INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | 7.64% | 759.2K | $14.8M | +1.21%(+9.09K) | $19.56(-0.07%) | 2026-03-31 | |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | 7.51% | 500.1K | $14.6M | +4.07%(+19.57K) | $28.15(+18.02%) | 2026-03-31 | |
| IEFA | ISHARES CORE MSCI EAFE ETF | 7.16% | 153.6K | $13.9M | -1.95%(-3.06K) | $80.14(+19.08%) | 2026-03-31 | |
| IJH | ISHARES CORE S&P MID-CAP ETF | 5.68% | 163.2K | $11.0M | -0.43%(-713) | $54.23(+35.11%) | 2026-03-31 | |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 4.36% | 185.5K | $8.5M | +4.97%(+8.79K) | $43.67(+12.65%) | 2026-03-31 | |
| IJR | ISHARES CORE S&P SMALL CAP ETF | 4.05% | 63.3K | $7.9M | -1.75%(-1.12K) | $100.49(+37.44%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.66% | +46.82% |
| Top 20 Holdings Unweighted | +12.27% | +41.51% |
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