StockDriftsStockDriftsTop 50 Lynch Investment Planning, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BOND | PIMCO ETF TR | 15.94% | 192.2K | $17.7M | +25.52%(+39.09K) | $93.11(-1.40%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 10% | 17.1K | $11.1M | +6.71%(+1.07K) | $673.55(+10.58%) | 2026-03-31 | |
| BSV | VANGUARD BD INDEX FDS | 7.72% | 109.6K | $8.6M | +15.82%(+14.97K) | $78.83(-1.36%) | 2026-03-31 | |
| DUHP | DIMENSIONAL ETF TRUST | 7.61% | 230.5K | $8.5M | +0.01%(+28) | $37.90(+9.74%) | 2026-03-31 | |
| IEFA | ISHARES TR | 6.34% | 77.9K | $7.1M | +55.47%(+27.81K) | $88.96(+9.38%) | 2026-03-31 | |
| AGG | ISHARES TR | 5.14% | 57.6K | $5.7M | +13.77%(+6.97K) | $100.01(-1.40%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 5% | 23.4K | $5.6M | +6.10%(+1.35K) | $249.75(+17.49%) | 2026-03-31 | |
| IJR | ISHARES TR | 4.34% | 38.9K | $4.8M | +48.28%(+12.66K) | $120.40(+21.66%) | 2026-03-31 | |
| DIA | STATE STR SPDR DOW JONES IND | 4.25% | 10.2K | $4.7M | +12.05%(+1.10K) | $472.13(+11.81%) | 2026-03-31 | |
| DGRO | ISHARES TR | 4% | 63.5K | $4.5M | +0.85%(+534) | $68.76(+12.36%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -9.85% | -26.74% |
| Top 20 Holdings Unweighted | -12.25% | -32.42% |
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