StockDriftsStockDriftsTop 50 Mullooly Asset Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VLUE | ISHARES TR | 12.79% | 243.7K | $34.7M | -2.46%(-6.15K) | $106.93(+80.47%) | 2026-03-31 | |
| MTUM | ISHARES TR | 12.19% | 137.6K | $33.0M | -2.02%(-2.83K) | $205.93(+53.71%) | 2026-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 11.94% | 430.8K | $32.3M | -0.93%(-4.03K) | $59.69(+39.02%) | 2026-03-31 | |
| IJH | ISHARES TR | 10.38% | 416.5K | $28.1M | -1.39%(-5.88K) | $60.57(+25.62%) | 2026-03-31 | |
| SHV | ISHARES TR | 9.35% | 229.4K | $25.3M | +3.11%(+6.92K) | $110.30(-0.19%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 8.77% | 74.1K | $23.8M | +0.33%(+244) | $286.73(+28.61%) | 2026-03-31 | |
| IJR | ISHARES TR | 6.94% | 151.2K | $18.8M | -2.23%(-3.45K) | $109.96(+33.22%) | 2026-03-31 | |
| AGG | ISHARES TR | 5.38% | 146.8K | $14.6M | +1.58%(+2.29K) | $98.25(+0.36%) | 2026-03-31 | |
| BOND | PIMCO ETF TR | 5.19% | 152.3K | $14.1M | +2.10%(+3.13K) | $91.74(+0.07%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 4.23% | 19.8K | $11.5M | -4.05%(-838) | $490.08(+45.41%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.32% | +53.35% |
| Top 20 Holdings Unweighted | +8.64% | +28.23% |
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