StockDriftsStockDriftsTop 31 J Mark Nickell & CO Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QUAL | ISHARES TR | 13.73% | 69.0K | $13.2M | -18.78%(-15.96K) | $196.56(+7.07%) | 2026-03-31 | |
| IUSB | ISHARES TR | 11.29% | 235.6K | $10.9M | -5.90%(-14.77K) | $46.63(-1.98%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 9.78% | 15.8K | $9.4M | -23.57%(-4.86K) | $619.76(+9.63%) | 2026-03-31 | |
| QLTY | GMO ETF TRUST | 9.01% | 240.1K | $8.7M | +16.31%(+33.68K) | $37.32(+7.95%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 8.94% | 170.3K | $8.6M | -5.24%(-9.42K) | $50.66(-0.32%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 7.1% | 129.6K | $6.8M | -13.66%(-20.51K) | $48.01(+14.25%) | 2026-03-31 | |
| PYLD | PIMCO ETF TR | 5.95% | 219.0K | $5.7M | -6.28%(-14.68K) | $26.76(-2.02%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 4.97% | 156.1K | $4.8M | -11.36%(-20.00K) | $27.36(+15.91%) | 2026-03-31 | |
| IVW | ISHARES TR | 4.94% | 42.1K | $4.8M | -8.29%(-3.81K) | $121.99(+12.07%) | 2026-03-31 | |
| BINC | BLACKROCK ETF TRUST II | 4.14% | 76.9K | $4.0M | -8.14%(-6.82K) | $53.01(-1.76%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -6.17% | -17.40% |
| Top 20 Holdings Unweighted | -5.92% | -16.74% |
Sign up free to track J Mark Nickell & CO, compare funds side by side, and get alerts the moment positions change.