StockDriftsStockDriftsTop 50 Lifeworks Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPDW | SPDR INDEX SHS FDS | 6.82% | 1.16M | $53.1M | +2.03%(+23.10K) | $36.91(+35.67%) | 2026-03-31 | |
| GOVT | ISHARES TR | 3.35% | 1.14M | $26.1M | +2.11%(+23.53K) | $22.98(-1.26%) | 2026-03-31 | |
| LQD | ISHARES TR | 2.62% | 187.0K | $20.4M | +0.95%(+1.75K) | $108.82(-0.16%) | 2026-03-31 | |
| IAU | ISHARES GOLD TR | 2.36% | 208.5K | $18.4M | -8.67%(-19.80K) | $47.05(+64.72%) | 2026-03-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 2.28% | 370.2K | $17.8M | +3.10%(+11.15K) | $48.96(-1.46%) | 2026-03-31 | |
| MBB | ISHARES TR | 2.27% | 186.4K | $17.7M | -0.89%(-1.68K) | $93.47(+0.70%) | 2026-03-31 | |
| VTIP | VANGUARD MALVERN FDS | 1.98% | 308.9K | $15.4M | -0.10%(-296) | $48.62(+1.97%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 1.81% | 32.8K | $14.1M | +23.88%(+6.33K) | $301.71(+25.33%) | 2026-03-31 | |
| FTEC | FIDELITY COVINGTON TRUST | 1.52% | 56.8K | $11.8M | +9.79%(+5.07K) | $169.95(+61.16%) | 2026-03-31 | |
| DELL | DELL TECHNOLOGIES INC | 1.41% | 66.9K | $11.0M | +21.97%(+12.05K) | $120.10(+228.32%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.04% | +29.66% |
| Top 20 Holdings Unweighted | +9.75% | +32.19% |
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