StockDriftsStockDriftsTop 42 John A Wolfe & Associates INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SMMU | PIMCO ETF TR SHTRM MUN BD ACT | 28.07% | 362.3K | $18.3M | -25.59%(-124.61K) | $50.50(-0.16%) | 2026-03-31 | |
| JEPI | J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM | 18.05% | 207.4K | $11.8M | +6.62%(+12.88K) | $57.17(-0.80%) | 2026-03-31 | |
| VYMI | VANGUARD WHITEHALL FDS INTL HIGH ETF | 7.96% | 55.0K | $5.2M | +885.14%(+49.39K) | $91.63(+8.33%) | 2026-03-31 | |
| IJH | ISHARES TR CORE S&P MCP ETF | 5.54% | 53.4K | $3.6M | +1.10%(+580) | $65.64(+15.92%) | 2026-03-31 | |
| VGT | VANGUARD WORLD FD INF TECH ETF | 4.81% | 4.5K | $3.1M | -1.96%(-90) | $93.78(+22.25%) | 2026-03-31 | |
| IJT | ISHARES TR S&P SML 600 GWT | 4.5% | 20.3K | $2.9M | -1.91%(-394) | $141.33(+24.45%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS MID CAP ETF | 2.81% | 6.4K | $1.8M | -2.84%(-186) | $72.99(+10.30%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS HIGH DIV YLD | 2.67% | 18.2K | $1.7M | +100.18%(+9.11K) | $144.02(+10.73%) | 2026-03-31 | |
| ACWV | ISHARES INC MSCI GBL ETF NEW | 2.59% | 14.1K | $1.7M | -74.61%(-41.47K) | $119.33(+2.28%) | 2026-03-31 | |
| QQQ | INVSC QQQ TRUST SRS 1 | 2.51% | 2.8K | $1.6M | -5.22%(-156) | $607.34(+17.33%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -0.05% | -0.16% |
| Top 20 Holdings Unweighted | +4.30% | +13.46% |
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