StockDriftsStockDriftsTop 28 Lee Financial Group Hawaii, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 26.91% | 71.5K | $34.4M | -0.28%(-198) | — | 2024-03-31 | |
| COWZ | PACER FDS TR | 24.11% | 530.4K | $30.8M | +0.39%(+2.08K) | — | 2024-03-31 | |
| GSLC | GOLDMAN SACHS ETF TR | 10.53% | 129.7K | $13.5M | +796.95%(+115.22K) | — | 2024-03-31 | |
| BOTZ | GLOBAL X FDS | 7.22% | 290.2K | $9.2M | +59.56%(+108.33K) | — | 2024-03-31 | |
| XAR | SPDR SER TR | 4.76% | 43.3K | $6.1M | -1.97%(-871) | — | 2024-03-31 | |
| BOND | PIMCO ETF TR | 4.71% | 65.6K | $6.0M | +0.78%(+506) | — | 2024-03-31 | |
| JVAL | J P MORGAN EXCHANGE TRADED F | 4.69% | 144.0K | $6.0M | -0.09%(-133) | — | 2024-03-31 | |
| UCON | FIRST TR EXCHNG TRADED FD VI | 4.56% | 237.0K | $5.8M | +0.90%(+2.12K) | — | 2024-03-31 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 1.66% | 36.7K | $2.1M | +5.45%(+1.90K) | — | 2024-03-31 | |
| VBK | VANGUARD INDEX FDS | 1.39% | 6.8K | $1.8M | +0.59%(+40) | — | 2024-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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