StockDriftsStockDriftsTop 50 Lifestyle Asset Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 13.29% | 62.5K | $40.7M | -0.22%(-135) | $517.05(+39.98%) | 2026-03-31 | |
| AGG | ISHARES TR | 12.77% | 393.7K | $39.1M | +136.63%(+227.33K) | $99.30(-0.53%) | 2026-03-31 | |
| IEF | ISHARES TR | 4.25% | 136.4K | $13.0M | new | $95.79(-1.31%) | 2026-03-31 | |
| BIL | SPDR SERIES TRUST | 4.24% | 141.8K | $13.0M | new | $91.52(-0.10%) | 2026-03-31 | |
| SPMO | INVESCO EXCH TRADED FD TR II | 3.72% | 101.7K | $11.4M | +12.95%(+11.65K) | $116.64(+18.21%) | 2026-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 3.68% | 246.6K | $11.3M | +3.27%(+7.80K) | $33.73(+45.83%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 3.56% | 64.3K | $10.9M | +0.14%(+91) | $112.49(+37.69%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 2.43% | 38.7K | $7.4M | +3.05%(+1.14K) | $155.64(+30.58%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 2.39% | 86.3K | $7.3M | +13.27%(+10.11K) | $71.99(+23.94%) | 2026-03-31 | |
| QQH | NORTHERN LTS FD TR III | 2.34% | 102.4K | $7.1M | +40.71%(+29.62K) | $59.14(+33.76%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.43% | +34.68% |
| Top 20 Holdings Unweighted | +10.76% | +35.87% |
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