StockDriftsStockDriftsTop 50 Lifeplan Financial, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IAU | ISHARES GOLD TR | 8.83% | 135.5K | $11.9M | -4.35%(-6.15K) | $37.10(+130.98%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 6.75% | 93.3K | $9.1M | +4.63%(+4.13K) | $63.95(+77.88%) | 2026-03-31 | |
| XLP | SELECT SECTOR SPDR TR | 6.65% | 109.8K | $9.0M | +6.49%(+6.70K) | $73.08(+15.02%) | 2026-03-31 | |
| XLB | SELECT SECTOR SPDR TR | 5.53% | 149.8K | $7.5M | +8.81%(+12.13K) | $42.37(+21.63%) | 2026-03-31 | |
| SWAN | AMPLIFY ETF TR | 3.38% | 147.2K | $4.6M | +4.15%(+5.86K) | $25.58(+29.07%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 3.37% | 76.6K | $4.6M | +6.65%(+4.78K) | $58.49(+0.94%) | 2026-03-31 | |
| XLE | SELECT SECTOR SPDR TR | 2.17% | 47.9K | $2.9M | -3.11%(-1.54K) | $43.56(+36.49%) | 2026-03-31 | |
| IBDT | ISHARES TR | 2.11% | 112.6K | $2.9M | +7.01%(+7.37K) | $24.69(+2.15%) | 2026-03-31 | |
| IBDU | ISHARES TR | 2.11% | 122.5K | $2.9M | +6.01%(+6.94K) | $22.83(+1.45%) | 2026-03-31 | |
| IBDS | ISHARES TR | 2.1% | 117.1K | $2.8M | +6.55%(+7.21K) | $23.65(+2.21%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.04% | +48.30% |
| Top 20 Holdings Unweighted | +9.55% | +31.48% |
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