StockDriftsStockDriftsTop 50 RMG Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | 21.33% | 5.41M | $184.8M | +228621.00%(+5.41M) | $30.87(+12.36%) | 2026-03-31 | |
| VTV | VANGUARD VALUE INDEX FUND ETF SHARES | 19.22% | 799.7K | $166.5M | +3.17%(+24.59K) | $182.44(+14.56%) | 2026-03-31 | |
| IMCB | ISHARES MORNINGSTAR MID-CAP ETF | 13.54% | 1.28M | $117.3M | new | $77.59(+17.70%) | 2026-03-31 | |
| RSPT | INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF | 9.98% | 1.47M | $86.5M | new | $45.36(+29.51%) | 2026-03-31 | |
| BWZ | STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | 8.85% | 3.06M | $76.6M | new | $27.16(+0.39%) | 2026-03-31 | |
| IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 6.63% | 1.08M | $57.5M | new | $53.55(-0.97%) | 2026-03-31 | |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | 5.79% | 1.50M | $50.2M | -70.45%(-3.58M) | $27.14(+22.13%) | 2026-03-31 | |
| FLOT | ISHARES FLOATING RATE BOND ETF | 3.53% | 601.1K | $30.6M | new | $50.91(+0.07%) | 2026-03-31 | |
| SPIB | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | 3.39% | 877.1K | $29.4M | new | $33.46(-0.18%) | 2026-03-31 | |
| VUG | VANGUARD MEGA CAP GROWTHINDEX FUND ETF SHARES | 0.64% | 63.1K | $5.5M | +8333.96%(+62.34K) | $76.94(+15.01%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.94% | +44.06% |
| Top 20 Holdings Unweighted | +13.76% | +47.22% |
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