StockDriftsStockDriftsTop 50 Red Mountain Financial, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHD | SCHWAB STRATEGIC TR | 10.88% | 376.3K | $11.5M | +0.26%(+976) | $24.83(+27.88%) | 2026-03-31 | |
| JPIE | J P MORGAN EXCHANGE TRADED F | 5.11% | 117.7K | $5.4M | +2.56%(+2.93K) | $45.39(+1.33%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.92% | 20.6K | $5.2M | +1.02%(+207) | $183.67(+62.72%) | 2026-03-31 | |
| SCHY | SCHWAB STRATEGIC TR | 4.23% | 141.9K | $4.5M | +5.58%(+7.50K) | $24.47(+32.18%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 4% | 8.9K | $4.2M | -3.26%(-298) | $360.31(+34.75%) | 2026-03-31 | |
| IAU | ISHARES GOLD TR | 3.6% | 43.3K | $3.8M | -2.35%(-1.04K) | $37.01(+138.29%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.46% | 21.1K | $3.7M | -2.68%(-580) | $46.51(+385.55%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 3.43% | 79.8K | $3.6M | -4.62%(-3.87K) | $45.01(+1.11%) | 2026-03-31 | |
| VPLS | VANGUARD MALVERN FDS | 3.4% | 46.5K | $3.6M | +117.38%(+25.10K) | $77.93(-0.74%) | 2026-03-31 | |
| JMUB | J P MORGAN EXCHANGE TRADED F | 3.33% | 70.7K | $3.5M | +2.07%(+1.43K) | $50.12(+0.20%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.46% | +31.14% |
| Top 20 Holdings Unweighted | +11.07% | +37.02% |
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