StockDriftsStockDriftsTop 50 Invst, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 5.85% | 161.2K | $51.7M | -3.72%(-6.23K) | $282.12(+30.23%) | 2026-03-31 | |
| SPMO | INVESCO EXCH TRADED FD TR II | 3.94% | 310.8K | $34.8M | +1.29%(+3.97K) | $110.21(+33.86%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 3.28% | 996.8K | $29.0M | -3.49%(-36.01K) | $16.83(+106.07%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.07% | 424.1K | $27.2M | -3.15%(-13.79K) | $57.31(+23.11%) | 2026-03-31 | |
| LQD | ISHARES TR | 2.42% | 196.0K | $21.4M | +34.63%(+50.41K) | $110.35(-1.63%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.41% | 32.6K | $21.3M | +26.36%(+6.81K) | $482.19(+55.86%) | 2026-03-31 | |
| IUSB | ISHARES TR | 2.31% | 441.8K | $20.4M | -2.68%(-12.18K) | $46.12(-0.33%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 2.09% | 746.2K | $18.5M | -0.14%(-1.04K) | $17.55(+55.48%) | 2026-03-31 | |
| HYG | ISHARES TR | 2.08% | 231.2K | $18.4M | +7.80%(+16.73K) | $80.83(-1.22%) | 2026-03-31 | |
| EMB | ISHARES TR | 2.03% | 191.6K | $18.0M | -4.09%(-8.17K) | $93.32(+2.38%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.53% | +46.35% |
| Top 20 Holdings Unweighted | +12.42% | +42.09% |
Sign up free to track Invst, LLC, compare funds side by side, and get alerts the moment positions change.