StockDriftsStockDriftsTop 14 Immaculate Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 16.5% | 79.7K | $2.1M | new | $26.44(-0.19%) | 2026-03-31 | |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | 9.89% | 17.8K | $1.3M | new | $69.80(+10.69%) | 2026-03-31 | |
| HEFA | ISHARES CURRENCY HEDGED MSCI EAFE ETF | 9.17% | 27.3K | $1.2M | new | $41.93(+10.54%) | 2026-03-31 | |
| JMUB | JPMORGAN MUNICIPAL ETF | 9.09% | 23.0K | $1.1M | new | $50.25(+0.61%) | 2026-03-31 | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 8.69% | 17.2K | $1.1M | new | $63.28(+11.91%) | 2026-03-31 | |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | 7.16% | 29.5K | $906K | new | $29.06(+11.48%) | 2026-03-31 | |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | 6.11% | 13.2K | $773K | new | $58.64(-0.95%) | 2026-03-31 | |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | 6.07% | 26.4K | $768K | new | $30.87(+10.51%) | 2026-03-31 | |
| STRV | STRIVE 500 ETF | 5.75% | 17.3K | $728K | new | $43.03(+12.09%) | 2026-03-31 | |
| IFRA | ISHARES U.S. INFRASTRUCTURE ETF | 5.68% | 12.6K | $719K | new | $54.91(+13.33%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
Sign up free to track Immaculate Wealth Management LLC, compare funds side by side, and get alerts the moment positions change.