StockDriftsStockDriftsTop 50 Pfg Private Wealth Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 12.91% | 46.6K | $30.4M | +2.56%(+1.16K) | $462.29(+60.60%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 10.59% | 389.8K | $25.0M | +4.14%(+15.50K) | $51.94(+33.01%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 10.03% | 241.7K | $23.7M | +1.85%(+4.40K) | $102.10(+15.94%) | 2026-03-31 | |
| IBDX | ISHARES TR | 5.89% | 549.8K | $13.9M | +10.74%(+53.31K) | $24.92(+0.47%) | 2026-03-31 | |
| IBDZ | ISHARES TR | 5.88% | 532.4K | $13.9M | +9.45%(+45.95K) | $25.76(+0.24%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 5.79% | 92.2K | $13.7M | +36.81%(+24.81K) | $136.92(+13.76%) | 2026-03-31 | |
| IBDV | ISHARES TR | 5.76% | 621.0K | $13.6M | +5.90%(+34.61K) | $21.65(+0.29%) | 2026-03-31 | |
| IBDW | ISHARES TR | 5.59% | 629.5K | $13.2M | +4.96%(+29.73K) | $20.66(+0.39%) | 2026-03-31 | |
| IBTO | ISHARES TR | 5.4% | 492.7K | $12.7M | new | $24.47(-2.28%) | 2026-03-31 | |
| MGV | VANGUARD WORLD FD | 4.59% | 74.6K | $10.8M | +49.76%(+24.79K) | $121.16(+27.13%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.63% | +28.20% |
| Top 20 Holdings Unweighted | +8.00% | +25.97% |
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