StockDriftsStockDriftsTop 39 LCW Services, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 19.69% | 60.7K | $39.6M | +6.23%(+3.56K) | $676.65(+10.21%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 15.77% | 1.28M | $31.7M | +6.37%(+76.84K) | $23.70(+15.21%) | 2026-03-31 | |
| IJH | ISHARES TR | 10.06% | 299.8K | $20.2M | +1.89%(+5.56K) | $65.65(+11.39%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 6.54% | 178.7K | $13.2M | +15.35%(+23.78K) | $74.17(-1.34%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 6.21% | 231.4K | $12.5M | +1.03%(+2.36K) | $53.97(+11.06%) | 2026-03-31 | |
| SDVY | FIRST TR EXCHANGE TRADED FD | 4.02% | 205.1K | $8.1M | new | $38.88(+5.72%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 3.89% | 40.8K | $7.8M | -2.67%(-1.12K) | $190.63(+6.45%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.49% | 10.8K | $7.0M | -13.00%(-1.61K) | $674.05(+10.13%) | 2026-03-31 | |
| XLRE | SELECT SECTOR SPDR TR | 3.06% | 150.8K | $6.2M | new | $40.59(+8.92%) | 2026-03-31 | |
| PDBC | INVESCO ACTVELY MNGD ETC FD | 2.89% | 335.7K | $5.8M | +13.17%(+39.06K) | $13.57(+37.84%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +1.65% | +5.04% |
| Top 20 Holdings Unweighted | +5.13% | +16.20% |
Sign up free to track LCW Services, LLC, compare funds side by side, and get alerts the moment positions change.