StockDriftsStockDriftsTop 49 Legacy Advisory Services, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SHV | ISHARES TR | 19.27% | 228.7K | $25.2M | -6.48%(-15.84K) | $110.31(-0.10%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 14% | 239.5K | $18.3M | -5.65%(-14.34K) | $53.75(+63.82%) | 2026-03-31 | |
| SGOV | ISHARES TR | 12.7% | 165.2K | $16.6M | -0.53%(-882) | $100.62(-0.10%) | 2026-03-31 | |
| USMV | ISHARES TR | 7.83% | 110.5K | $10.3M | -14.98%(-19.47K) | $82.08(+15.95%) | 2026-03-31 | |
| QUAL | ISHARES TR | 6.55% | 44.7K | $8.6M | +14.01%(+5.50K) | $152.23(+39.50%) | 2026-03-31 | |
| IWX | ISHARES TR | 4.45% | 62.9K | $5.8M | -7.27%(-4.93K) | $68.48(+49.89%) | 2026-03-31 | |
| IVV | ISHARES TR | 4.31% | 8.6K | $5.6M | +1.80%(+153) | $482.74(+55.69%) | 2026-03-31 | |
| IWM | ISHARES TR | 3.26% | 17.2K | $4.3M | +4.99%(+820) | $214.39(+32.68%) | 2026-03-31 | |
| IQLT | ISHARES TR | 3.15% | 89.2K | $4.1M | new | $45.84(+7.20%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 3.03% | 68.2K | $4.0M | new | $59.50(+12.92%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.97% | +36.66% |
| Top 20 Holdings Unweighted | +13.71% | +47.03% |
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