StockDriftsStockDriftsTop 50 Innovative Wealth Building LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 36.46% | 86.7K | $51.8M | +6.96%(+5.65K) | $547.50(+24.64%) | 2026-03-31 | |
| IVV | ISHARES TR | 5.69% | 12.4K | $8.1M | +15.31%(+1.65K) | $596.87(+24.94%) | 2026-03-31 | |
| PULS | PGIM ETF TR | 5.22% | 150.0K | $7.4M | +3.91%(+5.65K) | $49.71(-0.17%) | 2026-03-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 4.34% | 87.0K | $6.2M | -0.42%(-363) | $62.98(+28.18%) | 2026-03-31 | |
| VGT | VANGUARD WORLD FD | 3.39% | 6.9K | $4.8M | +13.44%(+818) | $77.99(+45.47%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 3.32% | 8.2K | $4.7M | +3.68%(+290) | $511.10(+39.84%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 2.97% | 14.7K | $4.2M | +4.99%(+698) | $66.29(+16.22%) | 2026-03-31 | |
| DGRO | ISHARES TR | 2.93% | 59.4K | $4.2M | -0.94%(-564) | $62.16(+17.70%) | 2026-03-31 | |
| BKIE | BNY MELLON ETF TRUST | 2.64% | 40.2K | $3.8M | +0.04%(+17) | $80.67(+22.89%) | 2026-03-31 | |
| AGG | ISHARES TR | 2.5% | 35.8K | $3.6M | -1.77%(-647) | $99.07(-0.40%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.12% | +22.93% |
| Top 20 Holdings Unweighted | +5.54% | +17.54% |
Sign up free to track Innovative Wealth Building LLC, compare funds side by side, and get alerts the moment positions change.