StockDriftsStockDriftsTop 44 Leverty Financial Group, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 37.23% | 257.6K | $168.3M | +2.47%(+6.21K) | $576.56(+26.09%) | 2026-03-31 | |
| IEFA | ISHARES TR | 12.29% | 613.5K | $55.5M | +1.91%(+11.53K) | $80.46(+18.61%) | 2026-03-31 | |
| CGCB | CAPITAL GRP FIXED INCM ETF T | 9.8% | 1.69M | $44.3M | +6.61%(+104.59K) | $26.10(+0.29%) | 2026-03-31 | |
| IJH | ISHARES TR | 7.42% | 496.5K | $33.5M | +1.83%(+8.94K) | $62.19(+17.81%) | 2026-03-31 | |
| IEMG | ISHARES INC | 6.75% | 437.6K | $30.5M | +0.85%(+3.68K) | $57.25(+39.99%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 5.79% | 516.8K | $26.2M | new | $50.60(-0.28%) | 2026-03-31 | |
| JPEF | J P MORGAN EXCHANGE TRADED F | 5.39% | 339.2K | $24.4M | +5.31%(+17.11K) | $67.61(+15.91%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 3.19% | 562.5K | $14.4M | +28.27%(+123.97K) | $20.96(+35.96%) | 2026-03-31 | |
| JMUB | J P MORGAN EXCHANGE TRADED F | 2.7% | 244.1K | $12.2M | +7.08%(+16.14K) | $49.97(+0.60%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 1.66% | 302.3K | $7.5M | +1.64%(+4.89K) | $19.19(+38.88%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.52% | +46.29% |
| Top 20 Holdings Unweighted | +9.87% | +32.62% |
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