StockDriftsStockDriftsTop 50 Monetary Solutions, Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | 11.95% | 403.0K | $12.4M | -7.55%(-32.94K) | $27.36(+16.02%) | 2026-03-31 | |
| SCHM | SCHWAB U.S. MID-CAP ETF | 8.98% | 300.2K | $9.3M | -1.34%(-4.09K) | $29.85(+15.46%) | 2026-03-31 | |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | 7.58% | 305.7K | $7.8M | +0.06%(+190) | $26.62(+9.56%) | 2026-03-31 | |
| FLOT | ISHARES FLOATING RATE BOND ETF | 6.94% | 141.0K | $7.2M | -0.70%(-995) | $50.98(-0.09%) | 2026-03-31 | |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | 6.69% | 238.1K | $6.9M | -1.85%(-4.50K) | $28.19(+17.38%) | 2026-03-31 | |
| AAPL | APPLE INC COM | 4.15% | 16.9K | $4.3M | -0.21%(-35) | $263.24(+13.53%) | 2026-03-31 | |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | 3.88% | 137.9K | $4.0M | -0.18%(-250) | $32.26(+6.37%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO COM | 3.85% | 13.5K | $4.0M | +0.00%(+0) | $318.82(-5.83%) | 2026-03-31 | |
| SJNK | STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | 3.47% | 143.9K | $3.6M | +0.67%(+954) | $25.45(-1.66%) | 2026-03-31 | |
| VOE | VANGUARD MID-CAP VALUE ETF | 3.12% | 17.5K | $3.2M | +0.40%(+70) | $175.99(+9.07%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +3.88% | +12.11% |
| Top 20 Holdings Unweighted | +3.52% | +10.94% |
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