StockDriftsStockDriftsTop 50 Members Wealth Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 15.71% | 36.8K | $26.3M | +4.05%(+1.43K) | $548.51(+35.96%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 7.27% | 264.9K | $12.2M | -3.08%(-8.41K) | $45.42(+0.19%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 5.92% | 88.7K | $9.9M | +3.56%(+3.05K) | $78.91(+50.60%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 5.23% | 118.4K | $8.7M | -0.67%(-795) | $73.28(-0.14%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 5.22% | 148.1K | $8.7M | +2.97%(+4.28K) | $52.64(+14.32%) | 2026-03-31 | |
| IBDV | ISHARES TR | 2.7% | 206.3K | $4.5M | +6.38%(+12.38K) | $21.44(+1.66%) | 2026-03-31 | |
| IBDU | ISHARES TR | 2.56% | 183.8K | $4.3M | +6.33%(+10.93K) | $22.96(+0.93%) | 2026-03-31 | |
| IBDT | ISHARES TR | 2.54% | 167.9K | $4.3M | +1.36%(+2.26K) | $25.02(+0.86%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 2.05% | 44.7K | $3.4M | +387.88%(+35.55K) | $70.71(+8.96%) | 2026-03-31 | |
| IBDS | ISHARES TR | 2% | 138.0K | $3.3M | -5.40%(-7.88K) | $24.19(-0.00%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -4.24% | -12.18% |
| Top 20 Holdings Unweighted | -4.76% | -13.61% |
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