StockDriftsStockDriftsTop 50 Ruggaard & Associates LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JPST | J P MORGAN EXCHANGE TRADED F | 5.89% | 293.8K | $14.9M | +1.67%(+4.83K) | $50.27(+0.30%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 5.66% | 336.1K | $14.3M | -0.78%(-2.63K) | $28.06(+74.43%) | 2026-03-31 | |
| CGCP | CAPITAL GRP FIXED INCM ETF T | 5.62% | 635.0K | $14.2M | +1.64%(+10.24K) | $22.50(-0.93%) | 2026-03-31 | |
| IBHF | ISHARES TR | 4.8% | 528.3K | $12.1M | +0.76%(+4.00K) | $22.76(-0.84%) | 2026-03-31 | |
| IBDU | ISHARES TR | 4.72% | 511.8K | $11.9M | +1.85%(+9.29K) | $23.44(-1.39%) | 2026-03-31 | |
| JBND | J P MORGAN EXCHANGE TRADED F | 4.45% | 209.0K | $11.2M | +1.11%(+2.29K) | $52.44(+1.61%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 4.37% | 38.4K | $11.0M | -0.48%(-185) | $52.45(+53.49%) | 2026-03-31 | |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 4.18% | 140.2K | $10.5M | -4.26%(-6.25K) | $68.51(+28.26%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 3.45% | 45.3K | $8.7M | -3.66%(-1.72K) | $144.74(+48.48%) | 2026-03-31 | |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 3.38% | 255.8K | $8.5M | +3.40%(+8.42K) | $29.93(+36.21%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.02% | +26.03% |
| Top 20 Holdings Unweighted | +8.90% | +29.16% |
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