StockDriftsStockDriftsTop 50 Retirement Financial Solutions, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVUS | AMERICAN CENTY ETF TR | 10.68% | 336.0K | $37.4M | +0.83%(+2.78K) | $110.25(+13.45%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 6.78% | 214.6K | $23.7M | +0.73%(+1.56K) | $95.45(+23.43%) | 2026-03-31 | |
| AVSC | AMERICAN CENTY ETF TR | 6.71% | 376.9K | $23.5M | +1.88%(+6.97K) | $54.52(+23.14%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 6.02% | 275.3K | $21.1M | +2.02%(+5.46K) | $60.42(+44.60%) | 2026-03-31 | |
| VGLT | VANGUARD SCOTTSDALE FDS | 5.04% | 318.4K | $17.6M | +0.94%(+2.97K) | $56.44(-3.83%) | 2026-03-31 | |
| QQQJ | INVESCO EXCH TRADED FD TR II | 4.72% | 455.8K | $16.5M | +2.67%(+11.85K) | $33.95(+23.76%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 4.64% | 300.1K | $16.2M | +2.47%(+7.24K) | $51.88(+15.54%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 4.13% | 470.5K | $14.4M | -3.48%(-16.94K) | $26.94(+17.85%) | 2026-03-31 | |
| IEF | ISHARES TR | 3.41% | 125.1K | $11.9M | -30.68%(-55.39K) | $95.58(-1.32%) | 2026-03-31 | |
| AVEM | AMERICAN CENTY ETF TR | 3.33% | 144.6K | $11.7M | +1.06%(+1.51K) | $76.09(+24.69%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.27% | +34.09% |
| Top 20 Holdings Unweighted | +8.16% | +26.53% |
Sign up free to track Retirement Financial Solutions, Llc, compare funds side by side, and get alerts the moment positions change.