StockDriftsStockDriftsTop 50 Jenkins Wealth Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BIL | SPDR SER TR | 18.59% | 505.5K | $46.2M | new | — | 2022-12-31 | |
| VTV | VANGUARD INDEX FDS | 17.4% | 308.4K | $43.3M | new | — | 2022-12-31 | |
| QQQ | INVESCO QQQ TR | 10.28% | 110.4K | $25.6M | new | — | 2022-12-31 | |
| VUG | VANGUARD INDEX FDS | 9.43% | 110.1K | $23.5M | new | — | 2022-12-31 | |
| SPY | SPDR S&P 500 ETF TR | 9.15% | 59.5K | $22.8M | new | — | 2022-12-31 | |
| IEF | ISHARES TR | 3.12% | 81.1K | $7.8M | new | — | 2022-12-31 | |
| HYG | ISHARES TR | 1.97% | 66.6K | $4.9M | new | — | 2022-12-31 | |
| IEI | ISHARES TR | 1.87% | 40.6K | $4.7M | new | — | 2022-12-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 1.77% | 105.0K | $4.4M | new | — | 2022-12-31 | |
| MBB | ISHARES TR | 1.68% | 45.0K | $4.2M | new | — | 2022-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Jenkins Wealth reports $248.76M in US-listed equity holdings across 81 positions in its most recent 13F filing. Its largest disclosed positions are BIL (18.6%), VTV (17.4%) and QQQ (10.3%). Figures reflect the Q4 2022 filing.
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Holdings on this page are parsed from Jenkins Wealth’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1666667). View Jenkins Wealth’s 13F filings on SEC