StockDriftsStockDriftsTop 50 Phillip James Consulting Co. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BND | VANGUARD SHORT-TERM BOND ETF | 6.38% | 113.6K | $8.4M | new | $73.85(-1.01%) | 2026-03-31 | |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 3.55% | 14.6K | $4.7M | new | $328.04(+12.41%) | 2026-03-31 | |
| SHM | SPDR PORTFOLIO SP 500 MOMENTUM ETF | 2.87% | 49.5K | $3.8M | new | $47.91(-0.02%) | 2026-03-31 | |
| DWM | WISDOMTREE INTL SMALLCAP DIVIDEND FUND | 2.3% | 37.3K | $3.0M | new | $69.33(+6.90%) | 2026-03-31 | |
| SPHY | SPDR PORTFOLIO EMERGING MARKETS ETF | 1.93% | 54.2K | $2.5M | new | $23.49(-0.66%) | 2026-03-31 | |
| DIM | WISDOMTREE TRUE DEVELOPED INTL FUND | 1.6% | 31.0K | $2.1M | new | $81.69(+5.12%) | 2026-03-31 | |
| IWB | ISHARES SELECT DIVIDEND ETF | 1.39% | 12.1K | $1.8M | new | $365.00(+11.99%) | 2026-03-31 | |
| SPYD | SPDR SP 600 SMALL CAP VALUE ETF | 1.22% | 17.0K | $1.6M | new | $44.39(+9.09%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.21% | 6.3K | $1.6M | +2.22%(+136) | $263.24(+17.24%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC | 1.2% | 3.3K | $1.6M | new | $490.93(+3.43%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -24.34% | -56.68% |
| Top 20 Holdings Unweighted | -14.96% | -38.50% |
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