StockDriftsStockDriftsTop 50 MBL Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 10.73% | 217.8K | $141.7M | +1.94%(+4.15K) | $421.84(+75.97%) | 2026-03-31 | |
| BIL | SPDR SERIES TRUST | 9.15% | 1.32M | $120.8M | +20.09%(+220.60K) | $91.60(-0.12%) | 2026-03-31 | |
| IJH | ISHARES TR | 4.65% | 908.8K | $61.4M | +4.77%(+41.38K) | $51.50(+42.01%) | 2026-03-31 | |
| GLDM | WORLD GOLD TR | 3.59% | 510.9K | $47.4M | -0.40%(-2.06K) | $37.45(+147.75%) | 2026-03-31 | |
| IEMG | ISHARES INC | 3.47% | 656.1K | $45.8M | +2.63%(+16.79K) | $55.53(+47.76%) | 2026-03-31 | |
| DIVO | AMPLIFY ETF TR | 3.34% | 981.8K | $44.0M | +4.27%(+40.24K) | $36.68(+23.86%) | 2026-03-31 | |
| ISTB | ISHARES TR | 3.06% | 834.7K | $40.5M | +7.78%(+60.26K) | $47.69(+1.18%) | 2026-03-31 | |
| DFNM | DIMENSIONAL ETF TRUST | 2.69% | 739.7K | $35.5M | +4.62%(+32.64K) | $47.69(+1.01%) | 2026-03-31 | |
| UITB | VICTORY PORTFOLIOS II | 2.57% | 720.9K | $33.9M | +8.80%(+58.33K) | $46.52(+0.31%) | 2026-03-31 | |
| IJR | ISHARES TR | 2.49% | 264.7K | $32.9M | +3.17%(+8.14K) | $98.55(+37.28%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.04% | +26.13% |
| Top 20 Holdings Unweighted | +7.11% | +22.87% |
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