StockDriftsStockDriftsTop 50 Livet Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BNDX | VANGUARD CHARLOTTE FDS | 8.02% | 262.5K | $12.6M | +2.53%(+6.48K) | $48.87(-1.99%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 7.58% | 481.6K | $11.9M | -1.14%(-5.57K) | $23.66(+15.43%) | 2026-03-31 | |
| VONG | VANGUARD SCOTTSDALE FDS | 7.32% | 105.0K | $11.5M | +0.66%(+684) | $120.82(+5.93%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 5.79% | 296.8K | $9.1M | +0.81%(+2.38K) | $27.38(+15.97%) | 2026-03-31 | |
| AGG | ISHARES TR | 5.06% | 80.1K | $8.0M | +3.22%(+2.50K) | $100.05(-1.38%) | 2026-03-31 | |
| SHYG | ISHARES TR | 4.2% | 156.1K | $6.6M | +0.54%(+836) | $43.08(-1.54%) | 2026-03-31 | |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | 2.89% | 233.2K | $4.6M | -6.34%(-15.79K) | $19.57(-0.01%) | 2026-03-31 | |
| SLYG | SPDR SERIES TRUST | 2.87% | 46.6K | $4.5M | -1.15%(-545) | $94.25(+13.67%) | 2026-03-31 | |
| SCHM | SCHWAB STRATEGIC TR | 2.26% | 115.0K | $3.6M | +1.44%(+1.63K) | $29.86(+15.42%) | 2026-03-31 | |
| BSCR | INVESCO EXCH TRD SLF IDX FD | 2.09% | 167.6K | $3.3M | +7.04%(+11.02K) | $19.72(-0.26%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +0.75% | +2.28% |
| Top 20 Holdings Unweighted | +2.87% | +8.86% |
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