StockDriftsStockDriftsTop 50 Opes Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 15.78% | 364.1K | $92.4M | -2.76%(-10.33K) | $146.09(+104.57%) | 2026-03-31 | |
| FNDF | SCHWAB STRATEGIC TR | 5.96% | 713.9K | $34.9M | -0.08%(-553) | $28.29(+89.32%) | 2026-03-31 | |
| CMF | ISHARES TR | 4.54% | 468.0K | $26.6M | +6.61%(+29.00K) | $56.23(+1.40%) | 2026-03-31 | |
| GILD | GILEAD SCIENCES INC | 4.04% | 169.7K | $23.6M | +0.00%(+0) | $76.22(+74.57%) | 2026-03-31 | |
| FNDB | SCHWAB STRATEGIC TR | 3.46% | 744.8K | $20.3M | +0.96%(+7.12K) | $16.80(+77.16%) | 2026-03-31 | |
| JBND | J P MORGAN EXCHANGE TRADED F | 3.42% | 372.8K | $20.0M | +102.45%(+188.64K) | $53.47(-0.26%) | 2026-03-31 | |
| IUSB | ISHARES TR | 2.74% | 347.5K | $16.0M | -0.13%(-455) | $47.18(-2.52%) | 2026-03-31 | |
| VOT | VANGUARD INDEX FDS | 2.48% | 56.5K | $14.5M | +2.04%(+1.13K) | $194.49(+47.73%) | 2026-03-31 | |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 2.39% | 186.3K | $14.0M | -0.69%(-1.29K) | $41.66(+97.78%) | 2026-03-31 | |
| SCHB | SCHWAB STRATEGIC TR | 2.31% | 539.1K | $13.5M | -2.96%(-16.43K) | $13.49(+111.67%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.11% | +40.91% |
| Top 20 Holdings Unweighted | +11.23% | +37.62% |
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