StockDriftsStockDriftsTop 50 Security Financial Services, INC. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 8.3% | 685.7K | $52.5M | +41.26%(+200.26K) | $60.57(+44.74%) | 2026-03-31 | |
| CORO | BLACKROCK ETF TRUST | 4.81% | 946.2K | $30.4M | new | $31.61(+13.56%) | 2026-03-31 | |
| IVE | ISHARES TR | 4.47% | 133.7K | $28.2M | -6.98%(-10.03K) | $191.55(+20.18%) | 2026-03-31 | |
| IVW | ISHARES TR | 4.45% | 248.8K | $28.1M | +4.15%(+9.91K) | $81.83(+65.48%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 3.8% | 413.0K | $24.0M | -23.75%(-128.61K) | $45.69(+46.91%) | 2026-03-31 | |
| SPTL | SPDR SERIES TRUST | 3.27% | 787.1K | $20.7M | +13.26%(+92.12K) | $28.63(-9.21%) | 2026-03-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 2.8% | 250.0K | $17.7M | -3.26%(-8.41K) | $49.34(+65.39%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 2.45% | 25.9K | $15.5M | +2.55%(+646) | $423.42(+61.74%) | 2026-03-31 | |
| DFAU | DIMENSIONAL ETF TRUST | 2.39% | 335.2K | $15.1M | +1.10%(+3.65K) | $32.05(+60.83%) | 2026-03-31 | |
| THRO | BLACKROCK ETF TRUST | 2.04% | 356.0K | $12.9M | +2.44%(+8.49K) | $33.47(+27.41%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.59% | +42.72% |
| Top 20 Holdings Unweighted | +10.55% | +35.11% |
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