StockDriftsStockDriftsTop 50 Rooted Wealth Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 14.02% | 81.6K | $53.2M | -0.13%(-108) | $411.06(+66.01%) | 2026-03-31 | |
| IDMO | INVESCO EXCH TRADED FD TR II | 5.97% | 379.2K | $22.6M | +12.61%(+42.45K) | $53.02(+15.01%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 5.6% | 192.0K | $21.2M | +4.36%(+8.02K) | $70.80(+67.85%) | 2026-03-31 | |
| DGRO | ISHARES TR | 4.59% | 237.9K | $17.4M | -9.42%(-24.74K) | $56.04(+30.57%) | 2026-03-31 | |
| GTO | INVESCO ACTIVELY MANAGED EXC | 3.63% | 291.4K | $13.8M | +7.43%(+20.14K) | $47.30(-0.87%) | 2026-03-31 | |
| FDVV | FIDELITY COVINGTON TRUST | 3.5% | 224.7K | $13.3M | +8.45%(+17.51K) | $56.18(+5.75%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 3.11% | 44.3K | $11.8M | +2.16%(+938) | $196.27(+49.87%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 3.09% | 254.6K | $11.7M | -0.21%(-536) | $45.48(+0.07%) | 2026-03-31 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 2.76% | 181.4K | $10.5M | -19.87%(-44.99K) | $56.02(-0.17%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 2.55% | 125.7K | $9.7M | +244.48%(+89.23K) | $70.32(+9.56%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.41% | +30.98% |
| Top 20 Holdings Unweighted | +8.28% | +26.96% |
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