StockDriftsStockDriftsTop 50 Retirement Guys Formula Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JPST | J P MORGAN EXCHANGE TRADED F | 5.58% | 239.6K | $12.1M | +34.38%(+61.30K) | $50.58(-0.12%) | 2026-03-31 | |
| HEGD | LISTED FDS TR | 3.28% | 289.1K | $7.1M | -3.20%(-9.55K) | $18.91(+41.17%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 2.37% | 8.9K | $5.2M | -0.72%(-65) | $433.65(+64.81%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.12% | 18.2K | $4.6M | +1.53%(+274) | $170.68(+75.10%) | 2026-03-31 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 2.07% | 79.5K | $4.5M | +5.71%(+4.29K) | $56.07(-0.25%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 1.98% | 15.0K | $4.3M | +3.84%(+553) | $62.39(+23.48%) | 2026-03-31 | |
| AVEM | AMERICAN CENTY ETF TR | 1.79% | 48.2K | $3.9M | -4.22%(-2.12K) | $71.83(+32.10%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 1.77% | 15.8K | $3.9M | -3.55%(-580) | $168.14(+37.04%) | 2026-03-31 | |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 1.73% | 67.7K | $3.8M | +6.57%(+4.17K) | $54.60(+9.69%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.7% | 5.7K | $3.7M | -16.49%(-1.12K) | $535.08(+38.73%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.84% | +36.18% |
| Top 20 Holdings Unweighted | +10.48% | +34.83% |
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