StockDriftsStockDriftsTop 50 Retirement Planning Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 9.05% | 488.7K | $292.0M | -5.79%(-30.03K) | $521.04(+30.97%) | 2026-03-31 | |
| QGRW | WISDOMTREE TR | 7.17% | 4.33M | $231.4M | +2.77%(+116.66K) | $47.97(+36.62%) | 2026-03-31 | |
| FSMD | FIDELITY COVINGTON TRUST | 7.16% | 5.17M | $231.0M | +28.47%(+1.14M) | $40.66(+21.34%) | 2026-03-31 | |
| DIVI | FRANKLIN TEMPLETON ETF TR | 6.98% | 5.66M | $225.3M | +14.01%(+695.60K) | $31.52(+36.21%) | 2026-03-31 | |
| PYLD | PIMCO ETF TR | 5.25% | 6.46M | $169.4M | +12.06%(+695.46K) | $26.19(+0.58%) | 2026-03-31 | |
| UBND | VICTORY PORTFOLIOS II | 4.97% | 7.36M | $160.3M | +13.12%(+853.67K) | $21.81(-0.81%) | 2026-03-31 | |
| DIVO | AMPLIFY ETF TR | 4.42% | 3.18M | $142.7M | +9.93%(+287.23K) | $37.78(+20.26%) | 2026-03-31 | |
| FDVV | FIDELITY COVINGTON TRUST | 4.33% | 2.53M | $139.9M | +9.41%(+217.77K) | $50.13(+18.52%) | 2026-03-31 | |
| FRDM | EA SERIES TRUST | 4.32% | 2.55M | $139.3M | +5.52%(+133.48K) | $34.17(+98.54%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 4.02% | 2.84M | $129.7M | +14.20%(+353.67K) | $46.05(-1.17%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.58% | +35.22% |
| Top 20 Holdings Unweighted | +9.96% | +32.97% |
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