StockDriftsStockDriftsTop 50 MFA Wealth Services Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 9.54% | 22.1K | $14.4M | +0.65%(+143) | $584.26(+27.64%) | 2026-03-31 | |
| QGRO | AMERICAN CENTY ETF TR | 5.8% | 83.4K | $8.8M | +1.00%(+823) | $95.99(+16.86%) | 2026-03-31 | |
| IQLT | ISHARES TR | 4.47% | 146.0K | $6.7M | +12.37%(+16.07K) | $41.97(+17.66%) | 2026-03-31 | |
| IEI | ISHARES TR | 4.13% | 52.6K | $6.2M | +2.76%(+1.41K) | $117.72(-0.12%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 4.11% | 202.2K | $6.2M | -11.30%(-25.78K) | $27.75(+14.42%) | 2026-03-31 | |
| SHY | ISHARES TR | 2.86% | 52.3K | $4.3M | -7.23%(-4.08K) | $82.57(-0.46%) | 2026-03-31 | |
| VNQ | VANGUARD INDEX FDS | 2.55% | 43.5K | $3.9M | +3.00%(+1.26K) | $92.87(+3.25%) | 2026-03-31 | |
| IEF | ISHARES TR | 2.24% | 35.4K | $3.4M | +4.23%(+1.44K) | $95.25(-0.97%) | 2026-03-31 | |
| IVW | ISHARES TR | 1.85% | 24.7K | $2.8M | -0.26%(-64) | $98.72(+39.03%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.81% | 10.8K | $2.7M | -0.38%(-41) | $232.35(+28.63%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.04% | +19.25% |
| Top 20 Holdings Unweighted | +7.44% | +24.04% |
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