StockDriftsStockDriftsTop 32 Jhp Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 28.04% | 44.9K | $29.3M | +0.82%(+367) | $677.05(+9.66%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 19.59% | 34.3K | $20.5M | +5.78%(+1.87K) | $619.35(+9.70%) | 2026-03-31 | |
| FNDF | SCHWAB STRATEGIC TR | 15.17% | 324.3K | $15.9M | +6.38%(+19.46K) | $44.26(+18.76%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 7.53% | 123.0K | $7.9M | +19.75%(+20.28K) | $61.54(+12.26%) | 2026-03-31 | |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 4.34% | 60.4K | $4.5M | +17.99%(+9.21K) | $74.31(+11.12%) | 2026-03-31 | |
| IGSB | ISHARES TR | 3.3% | 65.8K | $3.5M | -49.42%(-64.27K) | $52.95(-1.33%) | 2026-03-31 | |
| AGG | ISHARES TR | 3.17% | 33.4K | $3.3M | +20.00%(+5.56K) | $99.98(-1.96%) | 2026-03-31 | |
| IJR | ISHARES TR | 3.17% | 26.6K | $3.3M | +41.99%(+7.88K) | $120.32(+11.32%) | 2026-03-31 | |
| IWM | ISHARES TR | 2.61% | 11.0K | $2.7M | +0.01%(+1) | $244.06(+13.74%) | 2026-03-31 | |
| XMMO | INVESCO EXCHANGE TRADED FD T | 1.97% | 14.2K | $2.1M | +3.73%(+511) | $137.02(+19.59%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -5.60% | -15.87% |
| Top 20 Holdings Unweighted | -7.09% | -19.79% |
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