StockDriftsStockDriftsTop 50 Saxony Capital Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 5.08% | 14.6K | $8.7M | +13.65%(+1.76K) | $506.28(+34.79%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 4.48% | 13.4K | $7.7M | +40.03%(+3.82K) | $530.13(+34.82%) | 2026-03-31 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 3.39% | 103.0K | $5.8M | +18.61%(+16.16K) | $57.35(-2.47%) | 2026-03-31 | |
| JIVE | J P MORGAN EXCHANGE TRADED F | 3.22% | 64.9K | $5.6M | +27.21%(+13.88K) | $78.66(+17.03%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.2% | 31.6K | $5.5M | +2.34%(+723) | $54.74(+312.54%) | 2026-03-31 | |
| DFAE | DIMENSIONAL ETF TRUST | 2.36% | 120.2K | $4.1M | +3.68%(+4.27K) | $26.79(+48.39%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 2.29% | 101.4K | $3.9M | +6.84%(+6.49K) | $31.14(+33.71%) | 2026-03-31 | |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 2.16% | 67.2K | $3.7M | +4.32%(+2.78K) | $55.51(+7.89%) | 2026-03-31 | |
| CGSD | CAPITAL GRP FIXED INCM ETF T | 2.12% | 141.7K | $3.7M | +4.33%(+5.88K) | $25.73(+0.35%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 2.1% | 71.4K | $3.6M | -27.41%(-26.97K) | $50.62(-0.20%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.45% | +34.75% |
| Top 20 Holdings Unweighted | +10.45% | +34.74% |
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