StockDriftsStockDriftsTop 50 Resonant Capital Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 8.31% | 242.1K | $158.1M | +15.95%(+33.30K) | $482.81(+54.46%) | 2026-03-31 | |
| JMST | J P MORGAN EXCHANGE TRADED F | 4.6% | 1.72M | $87.6M | +20.06%(+287.23K) | $50.72(+0.31%) | 2026-03-31 | |
| MEAR | ISHARES U S ETF TR | 4.41% | 1.67M | $83.9M | +21.37%(+293.49K) | $50.10(+0.34%) | 2026-03-31 | |
| SCHR | SCHWAB STRATEGIC TR | 3.93% | 3.00M | $74.8M | +4.68%(+134.15K) | $25.24(-2.22%) | 2026-03-31 | |
| DSTL | ETF SER SOLUTIONS | 3.53% | 1.16M | $67.2M | +11.00%(+114.93K) | $40.41(+43.03%) | 2026-03-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 3.2% | 769.7K | $61.0M | -10.84%(-93.62K) | $78.87(+0.19%) | 2026-03-31 | |
| IJH | ISHARES TR | 2.75% | 776.0K | $52.4M | +0.54%(+4.18K) | $46.51(+57.24%) | 2026-03-31 | |
| GARP | ISHARES TR | 2.64% | 784.6K | $50.2M | new | $66.03(+17.06%) | 2026-03-31 | |
| FNDX | SCHWAB STRATEGIC TR | 2.14% | 1.47M | $40.8M | +7.11%(+97.33K) | $16.91(+80.30%) | 2026-03-31 | |
| IEFA | ISHARES TR | 1.93% | 406.3K | $36.8M | -10.26%(-46.44K) | $72.30(+34.35%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.25% | +23.37% |
| Top 20 Holdings Unweighted | +7.38% | +23.82% |
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