StockDriftsStockDriftsTop 50 Journey Advisory Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES TR | 5.5% | 637.0K | $64.1M | +638.94%(+550.82K) | $100.52(-0.01%) | 2026-03-31 | |
| PYLD | PIMCO ETF TR | 5.17% | 2.30M | $60.3M | new | $26.44(-0.38%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 4.35% | 792.2K | $50.8M | +8.40%(+61.35K) | $50.24(+40.59%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.16% | 145.1K | $36.8M | -1.75%(-2.58K) | $125.97(+137.25%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.81% | 88.6K | $32.8M | +0.16%(+142) | $269.95(+50.11%) | 2026-03-31 | |
| ILF | ISHARES TR | 2.44% | 801.2K | $28.5M | +46.20%(+253.16K) | $28.00(+26.03%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.11% | 85.7K | $24.7M | +4.61%(+3.78K) | $157.94(+154.92%) | 2026-03-31 | |
| PG | PROCTER & GAMBLE CO | 2.03% | 163.6K | $23.6M | -6.22%(-10.85K) | $141.70(+0.38%) | 2026-03-31 | |
| DBND | DOUBLELINE ETF TRUST | 1.95% | 496.1K | $22.7M | +296.46%(+370.97K) | $46.17(-1.37%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 1.8% | 71.3K | $21.0M | -3.01%(-2.21K) | $131.81(+127.78%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.64% | +42.91% |
| Top 20 Holdings Unweighted | +11.89% | +40.07% |
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