StockDriftsStockDriftsTop 24 Independence Asset Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CLOI | VANECK ETF TRUST | 35.5% | 1.86M | $98.2M | +17.20%(+273.53K) | $52.90(-0.10%) | 2026-03-31 | |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 26.7% | 982.3K | $73.9M | new | $75.12(+9.68%) | 2026-03-31 | |
| CLOB | VANECK ETF TRUST | 16.48% | 911.8K | $45.6M | +1.81%(+16.24K) | $50.82(-0.74%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 5.72% | 49.3K | $15.8M | +9.58%(+4.31K) | $317.18(+14.99%) | 2026-03-31 | |
| JBND | J P MORGAN EXCHANGE TRADED F | 5.43% | 279.4K | $15.0M | -0.03%(-75) | $54.11(-1.45%) | 2026-03-31 | |
| IWD | ISHARES TR | 2.88% | 37.3K | $8.0M | +0.00%(+0) | $191.19(+22.75%) | 2026-03-31 | |
| FLRT | PACER FDS TR | 1.16% | 69.5K | $3.2M | -0.83%(-585) | $47.49(-1.29%) | 2026-03-31 | |
| VNQ | VANGUARD INDEX FDS | 1.14% | 35.4K | $3.1M | +66.31%(+14.12K) | $91.20(+5.14%) | 2026-03-31 | |
| VFMV | VANGUARD WELLINGTON FD | 0.89% | 18.5K | $2.5M | +0.00%(+0) | $123.00(+13.10%) | 2026-03-31 | |
| JIRE | J P MORGAN EXCHANGE TRADED F | 0.76% | 27.7K | $2.1M | +345.41%(+21.46K) | $75.06(+7.26%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +2.71% | +8.35% |
| Top 20 Holdings Unweighted | +3.30% | +10.24% |
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