StockDriftsStockDriftsTop 32 Navigation Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ZECP | ZACKS TRUST | 19.01% | 155.9K | $5.3M | -2.27%(-3.62K) | $30.95(+18.33%) | 2026-03-31 | |
| QUIZ | ZACKS TRUST | 8.55% | 88.0K | $2.4M | -3.46%(-3.15K) | $25.35(+15.43%) | 2026-03-31 | |
| SMIZ | ZACKS TRUST | 7.85% | 58.7K | $2.2M | -1.32%(-786) | $32.51(+28.84%) | 2026-03-31 | |
| JNK | SPDR SERIES TRUST | 7.66% | 22.2K | $2.1M | -62.93%(-37.66K) | $99.43(-3.27%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 7.57% | 3.2K | $2.1M | -94.47%(-55.12K) | $580.00(+27.99%) | 2026-03-31 | |
| AGG | ISHARES TR | 7.17% | 20.1K | $2.0M | +11.49%(+2.07K) | $99.07(-0.40%) | 2026-03-31 | |
| SCHE | SCHWAB STRATEGIC TR | 3.67% | 30.9K | $1.0M | -3.65%(-1.17K) | $29.94(+21.63%) | 2026-03-31 | |
| VMBS | VANGUARD SCOTTSDALE FDS | 2.37% | 14.0K | $657K | -5.35%(-791) | $46.40(+0.62%) | 2026-03-31 | |
| BIL | SPDR SERIES TRUST | 2.18% | 6.6K | $604K | +81.64%(+2.96K) | $91.63(-0.15%) | 2026-03-31 | |
| VONV | VANGUARD SCOTTSDALE FDS | 2.09% | 6.2K | $580K | -4.57%(-296) | $84.09(+22.43%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.75% | +35.84% |
| Top 20 Holdings Unweighted | +2.16% | +6.63% |
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