StockDriftsStockDriftsTop 50 Michels Family Financial, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 6.23% | 13.3K | $8.6M | +2.29%(+297) | $589.80(+25.86%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 5.73% | 258.9K | $7.9M | +3.28%(+8.23K) | $27.74(+14.46%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 3.7% | 30.3K | $5.1M | +0.48%(+146) | $112.56(+34.66%) | 2026-03-31 | |
| IVV | ISHARES TR | 3% | 6.4K | $4.2M | -0.34%(-22) | $584.00(+27.70%) | 2026-03-31 | |
| VONG | VANGUARD SCOTTSDALE FDS | 2.69% | 34.1K | $3.7M | +6.64%(+2.12K) | $101.92(+25.56%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 2.65% | 6.4K | $3.7M | +4.77%(+290) | $522.09(+36.89%) | 2026-03-31 | |
| SPHY | SPDR SERIES TRUST | 2.27% | 134.8K | $3.1M | +2.13%(+2.82K) | $23.75(-1.47%) | 2026-03-31 | |
| AGG | ISHARES TR | 2.26% | 31.6K | $3.1M | +1.04%(+325) | $99.13(-0.46%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 2.08% | 39.1K | $2.9M | +2.06%(+788) | $73.59(-0.55%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 1.9% | 4.4K | $2.6M | +2.34%(+101) | $538.27(+26.78%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.18% | +30.15% |
| Top 20 Holdings Unweighted | +9.41% | +30.96% |
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