StockDriftsStockDriftsTop 50 Lifelong Wealth Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GSLC | GOLDMAN SACHS ETF TR | 18.31% | 548.2K | $68.6M | +1.42%(+7.65K) | $114.35(+20.75%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 16.35% | 800.5K | $61.3M | +0.58%(+4.64K) | $68.36(+24.62%) | 2026-03-31 | |
| JBND | J P MORGAN EXCHANGE TRADED F | 9.6% | 669.3K | $36.0M | +2.89%(+18.77K) | $53.56(-0.29%) | 2026-03-31 | |
| FMDE | FIDELITY COVINGTON TRUST | 7.31% | 761.6K | $27.4M | +1.83%(+13.66K) | $36.26(+6.97%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 6.62% | 224.5K | $24.8M | -0.82%(-1.86K) | $89.30(+34.56%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 2.64% | 169.7K | $9.9M | +18.55%(+26.56K) | $53.37(+20.91%) | 2026-03-31 | |
| HELO | J P MORGAN EXCHANGE TRADED F | 2.52% | 147.7K | $9.4M | +3.51%(+5.01K) | $61.47(+9.89%) | 2026-03-31 | |
| IVE | ISHARES TR | 2.49% | 44.3K | $9.3M | +10.64%(+4.26K) | $200.60(+11.56%) | 2026-03-31 | |
| IYW | ISHARES TR | 2.47% | 51.0K | $9.3M | -1.71%(-885) | $155.57(+44.75%) | 2026-03-31 | |
| IAU | ISHARES GOLD TR | 2.13% | 90.7K | $8.0M | -17.58%(-19.35K) | $60.44(+41.79%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.35% | +13.62% |
| Top 20 Holdings Unweighted | +4.85% | +15.26% |
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