StockDriftsStockDriftsTop 31 Roberts Financial Services Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IEUR | ISHARES TR | 18.04% | 807.2K | $56.7M | +48.57%(+263.90K) | $60.15(+23.19%) | 2026-03-31 | |
| SPIB | SPDR SERIES TRUST | 12.21% | 1.14M | $38.4M | +28.94%(+256.95K) | $33.51(-0.31%) | 2026-03-31 | |
| USHY | ISHARES TR | 11.43% | 975.3K | $35.9M | -15.64%(-180.78K) | $36.36(+1.70%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 9.89% | 549.6K | $31.1M | +10.71%(+53.15K) | $44.26(+35.50%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 8.95% | 287.4K | $28.1M | -12.52%(-41.14K) | $67.56(+68.37%) | 2026-03-31 | |
| GOVT | ISHARES TR | 5.94% | 815.9K | $18.7M | -11.87%(-109.93K) | $23.99(-5.27%) | 2026-03-31 | |
| IPAC | ISHARES TR | 5.11% | 209.9K | $16.1M | +51.01%(+70.90K) | $67.75(+18.62%) | 2026-03-31 | |
| IUSG | ISHARES TR | 4.53% | 91.9K | $14.2M | -10.45%(-10.71K) | $95.79(+87.64%) | 2026-03-31 | |
| VOE | VANGUARD INDEX FDS | 4.53% | 77.3K | $14.2M | -19.39%(-18.60K) | $120.05(+61.39%) | 2026-03-31 | |
| VOT | VANGUARD INDEX FDS | 4.06% | 49.6K | $12.8M | -16.16%(-9.56K) | $176.48(+63.84%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.39% | +27.33% |
| Top 20 Holdings Unweighted | +8.61% | +28.11% |
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