StockDriftsStockDriftsTop 50 MBA Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BIV | VANGUARD BD INDEX FDS | 6.51% | 219.5K | $16.9M | +8.49%(+17.18K) | $79.22(-3.28%) | 2026-03-31 | |
| IQLT | ISHARES TR | 5.23% | 294.7K | $13.6M | +6.40%(+17.73K) | $37.69(+31.00%) | 2026-03-31 | |
| IAU | ISHARES GOLD TR | 4.12% | 121.7K | $10.7M | -1.00%(-1.23K) | $38.22(+130.74%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 3.99% | 405.5K | $10.4M | +1.63%(+6.52K) | $16.61(+75.63%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 3.99% | 338.7K | $10.4M | +4.08%(+13.28K) | $24.27(+30.83%) | 2026-03-31 | |
| DGRW | WISDOMTREE TR | 3.95% | 117.1K | $10.3M | +4.96%(+5.54K) | $62.80(+52.35%) | 2026-03-31 | |
| SHY | ISHARES TR | 3.94% | 124.1K | $10.2M | +10.49%(+11.79K) | $83.49(-1.55%) | 2026-03-31 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 3.65% | 167.5K | $9.5M | +12.12%(+18.11K) | $56.73(-1.41%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 3.58% | 320.2K | $9.3M | -1.41%(-4.58K) | $17.70(+93.95%) | 2026-03-31 | |
| JQUA | J P MORGAN EXCHANGE TRADED F | 3.19% | 135.4K | $8.3M | +1.55%(+2.07K) | $45.60(+49.09%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.67% | +35.54% |
| Top 20 Holdings Unweighted | +10.67% | +35.53% |
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