StockDriftsStockDriftsTop 50 Johnson Financial Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 30.22% | 1.28M | $834.6M | +2.58%(+32.16K) | $398.21(+87.95%) | 2026-03-31 | |
| IUSB | ISHARES TR | 8.45% | 5.05M | $233.4M | +7026.97%(+4.98M) | $46.37(-0.88%) | 2026-03-31 | |
| IWF | ISHARES TR | 6.37% | 412.9K | $176.0M | +0.71%(+2.93K) | $256.03(-52.68%) | 2026-03-31 | |
| IEFA | ISHARES TR | 6.34% | 1.93M | $175.1M | +6.80%(+123.08K) | $73.69(+32.04%) | 2026-03-31 | |
| XLG | INVESCO EXCHANGE TRADED FD T | 4.09% | 2.07M | $113.0M | +2.67%(+53.88K) | $44.35(+36.92%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.95% | 212.6K | $53.9M | +0.17%(+370) | $123.49(+149.91%) | 2026-03-31 | |
| ACWX | ISHARES TR | 1.72% | 694.8K | $47.6M | -3.36%(-24.18K) | $52.60(+43.04%) | 2026-03-31 | |
| JOUT | JOHNSON OUTDOORS INC | 1.6% | 950.6K | $44.2M | -44.09%(-749.58K) | $12.33(+252.64%) | 2026-03-31 | |
| IXUS | ISHARES TR | 1.47% | 470.0K | $40.7M | -3.21%(-15.57K) | $64.85(+46.05%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.35% | 57.0K | $37.2M | -2.90%(-1.70K) | $290.50(+156.38%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.80% | +36.04% |
| Top 20 Holdings Unweighted | +10.04% | +33.23% |
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