StockDriftsStockDriftsTop 50 Royal Harbor Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 9.15% | 635.5K | $27.0M | -0.38%(-2.41K) | $35.07(+36.28%) | 2026-03-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 8.61% | 358.7K | $25.4M | +21.76%(+64.12K) | $66.39(+21.59%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 7.62% | 386.8K | $22.5M | +1.75%(+6.66K) | $45.26(+46.79%) | 2026-03-31 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 6.82% | 428.2K | $20.2M | -28.64%(-171.87K) | $46.74(+0.06%) | 2026-03-31 | |
| CGCB | CAPITAL GRP FIXED INCM ETF T | 5.87% | 660.8K | $17.4M | new | $26.39(-0.83%) | 2026-03-31 | |
| JBND | J P MORGAN EXCHANGE TRADED F | 5.79% | 317.8K | $17.1M | +89.38%(+150.01K) | $53.47(-0.27%) | 2026-03-31 | |
| IEFA | ISHARES TR | 5.55% | 181.1K | $16.4M | +0.72%(+1.30K) | $77.16(+25.89%) | 2026-03-31 | |
| GSY | INVESCO ACTIVELY MANAGED EXC | 4.83% | 284.5K | $14.3M | new | $50.18(+0.09%) | 2026-03-31 | |
| SPTM | SPDR SERIES TRUST | 4.25% | 158.7K | $12.5M | -31.02%(-71.37K) | $53.81(+67.05%) | 2026-03-31 | |
| CGMU | CAPITAL GRP FIXED INCM ETF T | 4.17% | 453.3K | $12.3M | +2.28%(+10.11K) | $26.95(+1.31%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.79% | +32.35% |
| Top 20 Holdings Unweighted | +10.06% | +33.31% |
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