StockDriftsStockDriftsTop 50 Sard Wealth Management Group, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FV | FIRST TR EXCHANGE TRADED FD | 15.39% | 468.3K | $28.3M | -0.41%(-1.91K) | $48.43(+39.33%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 14.37% | 579.5K | $26.4M | +2.55%(+14.40K) | $45.24(+0.68%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 9.72% | 55.7K | $17.9M | -0.58%(-325) | $233.76(+52.72%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 9.41% | 90.1K | $17.3M | +0.07%(+61) | $163.53(+24.28%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 7.63% | 457.4K | $14.0M | +0.16%(+748) | $26.47(+19.70%) | 2026-03-31 | |
| SDY | SPDR SERIES TRUST | 7.63% | 96.1K | $14.0M | +0.27%(+255) | $121.26(+22.46%) | 2026-03-31 | |
| IJR | ISHARES TR | 4.85% | 71.7K | $8.9M | -0.03%(-25) | $108.94(+26.78%) | 2026-03-31 | |
| ITOT | ISHARES TR | 4.69% | 60.5K | $8.6M | -1.13%(-689) | $99.72(+58.94%) | 2026-03-31 | |
| CGIC | CAPITAL GROUP INTERNATIONAL | 2.86% | 159.1K | $5.3M | +5.01%(+7.59K) | $28.38(+24.65%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 2.7% | 23.1K | $5.0M | -0.23%(-53) | $168.96(+35.46%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.65% | +28.25% |
| Top 20 Holdings Unweighted | +11.17% | +37.41% |
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