StockDriftsStockDriftsTop 50 Mfa Wealth Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BIV | VANGUARD BD INDEX FDS | 9.34% | 614.8K | $47.5M | +7.35%(+42.11K) | $76.46(+0.21%) | 2026-03-31 | |
| IGIB | ISHARES TR | 9.29% | 887.4K | $47.2M | +11.30%(+90.06K) | $52.68(+0.75%) | 2026-03-31 | |
| FNDF | SCHWAB STRATEGIC TR | 8.69% | 902.9K | $44.2M | +0.67%(+6.00K) | $31.62(+69.38%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 8.02% | 68.2K | $40.8M | +11.64%(+7.11K) | $591.52(+15.36%) | 2026-03-31 | |
| FLRN | SPDR SERIES TRUST | 4.85% | 800.2K | $24.6M | +9.21%(+67.47K) | $30.49(+0.95%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 3.9% | 772.0K | $19.8M | +9.95%(+69.87K) | $25.52(+14.32%) | 2026-03-31 | |
| IXC | ISHARES TR | 3.59% | 316.5K | $18.2M | +4.13%(+12.56K) | $25.18(+117.61%) | 2026-03-31 | |
| PAVE | GLOBAL X FDS | 3.36% | 335.9K | $17.1M | +4.75%(+15.24K) | $26.20(+115.54%) | 2026-03-31 | |
| AVEM | AMERICAN CENTY ETF TR | 3.28% | 206.7K | $16.7M | +7.10%(+13.70K) | $72.44(+30.99%) | 2026-03-31 | |
| IUSV | ISHARES TR | 3.21% | 159.6K | $16.3M | +6.94%(+10.36K) | $78.33(+38.78%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.20% | +30.22% |
| Top 20 Holdings Unweighted | +10.52% | +34.99% |
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