StockDriftsStockDriftsTop 50 Retirement Income Solutions, Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 24.33% | 1.86M | $142.3M | +3.42%(+61.49K) | $64.92(+34.58%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 7.76% | 69.8K | $45.4M | -0.85%(-600) | $272.66(+172.25%) | 2026-03-31 | |
| SPMD | SPDR SERIES TRUST | 7.26% | 717.2K | $42.5M | +2.07%(+14.57K) | $50.95(+25.85%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 6.22% | 719.5K | $36.4M | +0.73%(+5.22K) | $50.65(-0.26%) | 2026-03-31 | |
| IVV | ISHARES TR | 6.15% | 55.1K | $36.0M | -1.02%(-570) | $404.27(+84.47%) | 2026-03-31 | |
| MINT | PIMCO ETF TR | 5.97% | 347.4K | $34.9M | +5.98%(+19.61K) | $100.57(-0.04%) | 2026-03-31 | |
| IWF | ISHARES TR | 3.06% | 42.0K | $17.9M | -1.65%(-706) | $92.66(+34.16%) | 2026-03-31 | |
| IJH | ISHARES TR | 2.71% | 234.4K | $15.8M | +0.45%(+1.05K) | $51.94(+40.79%) | 2026-03-31 | |
| GLDM | WORLD GOLD TR | 2.06% | 129.8K | $12.0M | -1.31%(-1.72K) | $34.51(+168.86%) | 2026-03-31 | |
| SPYX | SPDR SERIES TRUST | 1.54% | 169.4K | $9.0M | -2.09%(-3.62K) | $31.87(+90.60%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.68% | +50.81% |
| Top 20 Holdings Unweighted | +14.27% | +49.22% |
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