StockDriftsStockDriftsTop 50 Jvl Associates Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | 17.08% | 357.6K | $50.9M | -22.30%(-102.63K) | $83.31(+90.24%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 15.45% | 143.6K | $46.1M | -1.66%(-2.43K) | $186.05(+91.87%) | 2026-03-31 | |
| IJH | ISHARES TR | 6.96% | 307.6K | $20.8M | +3.14%(+9.37K) | $44.36(+65.18%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 6.2% | 31.0K | $18.5M | +2652.00%(+29.84K) | $610.97(+8.89%) | 2026-03-31 | |
| IJR | ISHARES TR | 5.93% | 142.3K | $17.7M | +0.75%(+1.05K) | $88.14(+56.70%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 5.16% | 26.7K | $15.4M | -2.71%(-744) | $271.91(+150.67%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 5.1% | 53.0K | $15.2M | -0.94%(-500) | $47.95(+62.05%) | 2026-03-31 | |
| MDY | STATE STR SPDR S&P MIDCAP 40 | 4.07% | 19.7K | $12.1M | +0.00%(+0) | $322.57(+107.34%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.01% | 47.1K | $12.0M | -0.06%(-26) | $106.58(+166.64%) | 2026-03-31 | |
| IVV | ISHARES TR | 3.93% | 17.9K | $11.7M | +9.02%(+1.48K) | $355.69(+104.38%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.13% | +52.62% |
| Top 20 Holdings Unweighted | +16.12% | +56.59% |
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