StockDriftsStockDriftsTop 50 LJI Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | 27.83% | 1.22M | $174.0M | +1.05%(+12.64K) | $103.44(+56.60%) | 2026-03-31 | |
| SLQD | ISHARES TR | 11.05% | 1.37M | $69.1M | +4.53%(+59.32K) | $48.84(+3.10%) | 2026-03-31 | |
| FLOT | ISHARES TR | 5.31% | 651.5K | $33.2M | -0.59%(-3.87K) | $50.70(+0.46%) | 2026-03-31 | |
| ONEQ | FIDELITY COMWLTH TR | 5.21% | 383.3K | $32.5M | +3.92%(+14.47K) | $51.34(+102.23%) | 2026-03-31 | |
| IWM | ISHARES TR | 4.84% | 122.1K | $30.3M | +4.44%(+5.19K) | $191.02(+47.98%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 4.27% | 83.1K | $26.7M | -3.72%(-3.21K) | $252.71(+44.32%) | 2026-03-31 | |
| YYY | AMPLIFY ETF TR | 3.14% | 1.78M | $19.6M | +4.03%(+69.00K) | $11.62(-0.53%) | 2026-03-31 | |
| IWR | ISHARES TR | 3.02% | 194.5K | $18.9M | +7.28%(+13.20K) | $74.35(+40.87%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.43% | 59.9K | $15.2M | +0.63%(+372) | $135.99(+119.77%) | 2026-03-31 | |
| IVOG | VANGUARD ADMIRAL FDS INC | 2.43% | 121.5K | $15.2M | +3.63%(+4.25K) | $92.61(+50.43%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.53% | +42.49% |
| Top 20 Holdings Unweighted | +13.78% | +47.29% |
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