StockDriftsStockDriftsTop 50 Quotient Wealth Partners, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 13.63% | 793.1K | $518.1M | +4.13%(+31.43K) | $526.11(+38.18%) | 2026-03-31 | |
| SPYG | SPDR SER TR | 9.49% | 3.68M | $360.5M | -0.17%(-6.34K) | $66.76(+70.39%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 7.81% | 6.50M | $296.6M | +32.89%(+1.61M) | $45.60(-0.12%) | 2026-03-31 | |
| BINC | BLACKROCK ETF TRUST II | 7.59% | 5.55M | $288.3M | +51.25%(+1.88M) | $52.02(+0.16%) | 2026-03-31 | |
| IEFA | ISHARES TR | 6.13% | 2.57M | $233.1M | +8.77%(+207.63K) | $72.08(+32.39%) | 2026-03-31 | |
| SPYV | SPDR SER TR | 5.72% | 3.84M | $217.3M | +7.65%(+272.93K) | $47.76(+25.55%) | 2026-03-31 | |
| AGG | ISHARES TR | 4.91% | 1.88M | $186.6M | -19.01%(-441.31K) | $97.45(+1.35%) | 2026-03-31 | |
| MBB | ISHARES TR | 4.07% | 1.63M | $154.6M | +18.47%(+253.79K) | $92.46(+2.00%) | 2026-03-31 | |
| HEFA | ISHARES TR | 3.77% | 3.37M | $143.1M | -2.95%(-102.50K) | $31.89(+38.72%) | 2026-03-31 | |
| IEMG | ISHARES INC | 3.4% | 1.85M | $129.2M | -5.53%(-108.45K) | $50.46(+58.85%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.61% | +35.32% |
| Top 20 Holdings Unweighted | +7.61% | +24.62% |
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