StockDriftsStockDriftsTop 50 Jim Saulnier & Associates, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AOR | ISHARES TR | 12.91% | 412.3K | $26.5M | +5.16%(+20.22K) | $60.06(+15.34%) | 2026-03-31 | |
| AOA | ISHARES TR | 9.01% | 209.3K | $18.5M | +9.01%(+17.30K) | $80.95(+19.81%) | 2026-03-31 | |
| VBIL | VANGUARD INSTL INDEX FD | 6.8% | 184.8K | $14.0M | +30.24%(+42.91K) | $75.54(-0.03%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.86% | 123.6K | $7.9M | +5.71%(+6.68K) | $51.47(+37.58%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 2.19% | 14.0K | $4.5M | +87.29%(+6.52K) | $304.71(+21.02%) | 2026-03-31 | |
| PBJN | PGIM ROCK ETF TR | 1.9% | 130.9K | $3.9M | -0.03%(-42) | $26.59(+15.85%) | 2026-03-31 | |
| PBJL | PGIM ROCK ETF TR | 1.84% | 127.4K | $3.8M | +0.00%(+0) | $26.79(+16.71%) | 2026-03-31 | |
| BIL | SPDR SERIES TRUST | 1.66% | 37.1K | $3.4M | -13.36%(-5.72K) | $91.79(-0.39%) | 2026-03-31 | |
| ILCV | ISHARES TR | 1.59% | 35.2K | $3.3M | -1.74%(-622) | $79.79(+29.32%) | 2026-03-31 | |
| PBNV | PGIM ROCK ETF TR | 1.58% | 112.1K | $3.2M | +0.00%(+0) | $28.61(+7.04%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.10% | +19.46% |
| Top 20 Holdings Unweighted | +5.95% | +18.95% |
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