StockDriftsStockDriftsTop 50 Ledge Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 11.75% | 202.2K | $30.2M | +1.39%(+2.78K) | — | 2023-12-31 | |
| AGG | ISHARES TR | 10.16% | 263.2K | $26.1M | +64.64%(+103.34K) | — | 2023-12-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 9.56% | 155.9K | $24.6M | +1.16%(+1.79K) | — | 2023-12-31 | |
| VUG | VANGUARD INDEX FDS | 7.24% | 59.9K | $18.6M | +1.13%(+667) | — | 2023-12-31 | |
| MUSI | AMERICAN CENTY ETF TR | 5.59% | 329.6K | $14.4M | +2.43%(+7.83K) | — | 2023-12-31 | |
| XLF | SELECT SECTOR SPDR TR | 4.36% | 298.2K | $11.2M | +0.05%(+138) | — | 2023-12-31 | |
| QGRO | AMERICAN CENTY ETF TR | 4.15% | 140.3K | $10.7M | new | — | 2023-12-31 | |
| VOE | VANGUARD INDEX FDS | 2.81% | 49.9K | $7.2M | +0.59%(+294) | — | 2023-12-31 | |
| SLYV | SPDR SER TR | 2.73% | 84.2K | $7.0M | -0.28%(-237) | — | 2023-12-31 | |
| VCLT | VANGUARD SCOTTSDALE FDS | 2.46% | 78.9K | $6.3M | +2.97%(+2.27K) | — | 2023-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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