StockDriftsStockDriftsTop 50 Rational Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHZ | SCHWAB STRATEGIC TR | 7.29% | 3.08M | $71.4M | new | $23.30(-1.05%) | 2026-03-31 | |
| AGG | ISHARES TR | 7.28% | 718.6K | $71.3M | -0.07%(-534) | $114.45(-13.84%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 7.28% | 968.6K | $71.3M | -0.21%(-1.99K) | $85.41(-14.40%) | 2026-03-31 | |
| NTSX | WISDOMTREE TR | 7.08% | 1.30M | $69.3M | +100.68%(+650.48K) | $46.77(+25.68%) | 2026-03-31 | |
| MLPX | GLOBAL X FDS | 5.08% | 673.2K | $49.8M | -14.08%(-110.30K) | $62.19(+17.33%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 4.55% | 187.5K | $44.5M | +3.43%(+6.22K) | $177.92(+64.91%) | 2026-03-31 | |
| XLU | SELECT SECTOR SPDR TR | 4.32% | 923.2K | $42.4M | -4.60%(-44.52K) | $36.33(+25.95%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 3.87% | 176.1K | $37.9M | -1.25%(-2.23K) | $155.47(+53.48%) | 2026-03-31 | |
| IVV | ISHARES TR | 3.52% | 52.8K | $34.5M | -22.12%(-14.98K) | $436.02(+71.65%) | 2026-03-31 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 3.09% | 534.0K | $30.3M | +11.38%(+54.56K) | $59.75(-5.08%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.78% | +21.76% |
| Top 20 Holdings Unweighted | +7.17% | +23.08% |
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