StockDriftsStockDriftsTop 50 Midwestern Financial, LLC /IA Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 10.21% | 20.0K | $13.0M | +18.64%(+3.14K) | $612.69(+21.16%) | 2026-03-31 | |
| AGG | ISHARES TR | 7.7% | 98.6K | $9.8M | +18.01%(+15.04K) | $99.13(-0.46%) | 2026-03-31 | |
| FLV | AMERICAN CENTY ETF TR | 7.43% | 123.2K | $9.4M | +10.23%(+11.43K) | $70.45(+13.00%) | 2026-03-31 | |
| ACWX | ISHARES TR | 6.5% | 120.7K | $8.3M | +18.58%(+18.90K) | $61.06(+23.56%) | 2026-03-31 | |
| AVEM | AMERICAN CENTY ETF TR | 5.31% | 83.8K | $6.8M | +7.16%(+5.60K) | $66.24(+43.24%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 5.3% | 79.5K | $6.7M | +7.91%(+5.82K) | $71.99(+26.92%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 4.36% | 109.5K | $5.5M | +33.39%(+27.41K) | $50.64(-0.24%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 3.89% | 25.2K | $4.9M | -19.90%(-6.26K) | $173.79(+19.90%) | 2026-03-31 | |
| SCHB | SCHWAB STRATEGIC TR | 3.56% | 180.3K | $4.5M | -3.06%(-5.69K) | $22.64(+26.18%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 2.79% | 11.0K | $3.5M | -15.85%(-2.08K) | $289.39(+26.03%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.72% | +28.50% |
| Top 20 Holdings Unweighted | +6.67% | +21.38% |
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