StockDriftsStockDriftsTop 50 Moneywise, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 7.94% | 709.6K | $18.2M | -3.97%(-29.31K) | $11.19(+160.63%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 6.86% | 24.2K | $15.7M | -1.06%(-260) | $536.46(+38.37%) | 2026-03-31 | |
| IWV | ISHARES TR | 6.52% | 40.3K | $14.9M | +1.90%(+753) | $310.46(+35.31%) | 2026-03-31 | |
| VV | VANGUARD INDEX FDS | 5.94% | 45.5K | $13.6M | -5.44%(-2.62K) | $261.96(+30.28%) | 2026-03-31 | |
| IEFA | ISHARES TR | 3.7% | 93.6K | $8.5M | -18.81%(-21.68K) | $81.66(+18.95%) | 2026-03-31 | |
| ITOT | ISHARES TR | 3.65% | 58.7K | $8.4M | -18.36%(-13.20K) | $114.94(+40.94%) | 2026-03-31 | |
| PTL | NORTHERN LTS FD TR IV | 3.36% | 30.8K | $7.7M | -12.87%(-4.54K) | $208.21(+33.02%) | 2026-03-31 | |
| ESUM | STRATEGY SHS | 3.17% | 277.5K | $7.3M | +3.08%(+8.28K) | $24.95(+15.41%) | 2026-03-31 | |
| IEF | ISHARES TR | 3.06% | 73.4K | $7.0M | new | $95.80(-1.54%) | 2026-03-31 | |
| EEM | ISHARES TR | 3.03% | 122.1K | $6.9M | +188.99%(+79.83K) | $52.38(+28.32%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.10% | +37.15% |
| Top 20 Holdings Unweighted | +9.03% | +29.59% |
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