StockDriftsStockDriftsTop 13 MTC Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | 21.18% | 449.2K | $44.6M | +8.90%(+36.72K) | $104.50(-5.58%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 15.75% | 51.0K | $33.2M | -13.12%(-7.70K) | $425.25(+74.56%) | 2026-03-31 | |
| IEFA | ISHARES TR | 14.94% | 347.4K | $31.5M | +41.95%(+102.68K) | $76.12(+27.61%) | 2026-03-31 | |
| IGSB | ISHARES TR | 6.38% | 255.4K | $13.4M | +9.41%(+21.98K) | $52.79(-0.77%) | 2026-03-31 | |
| LQD | ISHARES TR | 6.3% | 121.7K | $13.3M | +8.16%(+9.18K) | $106.83(+1.68%) | 2026-03-31 | |
| IJH | ISHARES TR | 5.5% | 171.6K | $11.6M | -0.86%(-1.49K) | $50.48(+44.86%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 5.18% | 55.6K | $10.9M | -50.42%(-56.54K) | $127.20(+63.81%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 5.09% | 24.5K | $10.7M | +41.92%(+7.25K) | $63.73(+37.31%) | 2026-03-31 | |
| SPTS | SPDR SERIES TRUST | 4.27% | 308.0K | $9.0M | +10.41%(+29.04K) | $29.13(-0.33%) | 2026-03-31 | |
| IEF | ISHARES TR | 4.2% | 92.7K | $8.8M | +8.29%(+7.09K) | $96.38(-2.13%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.99% | +22.48% |
| Top 20 Holdings Unweighted | +7.40% | +23.87% |
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