StockDriftsStockDriftsTop 50 Selective Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES TR | 24.12% | 808.7K | $81.4M | +3.10%(+24.31K) | $100.61(-0.10%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 21.17% | 109.2K | $71.5M | -8.00%(-9.50K) | $375.41(+81.78%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 4.99% | 201.2K | $16.9M | +0.48%(+969) | $66.83(+30.73%) | 2026-03-31 | |
| DFSD | DIMENSIONAL ETF TRUST | 3.29% | 232.2K | $11.1M | +41.46%(+68.06K) | $47.99(-0.22%) | 2026-03-31 | |
| META | META PLATFORMS INC | 2.88% | 14.5K | $9.7M | -4.67%(-711) | $325.81(+89.26%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 2.54% | 24.5K | $8.6M | +18.00%(+3.74K) | $273.13(+33.53%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.21% | 27.7K | $7.5M | -4.32%(-1.25K) | $159.58(+87.28%) | 2026-03-31 | |
| TWLO | TWILIO INC | 2.16% | 51.7K | $7.3M | -4.81%(-2.61K) | $115.82(+66.30%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.02% | 9.5K | $6.8M | -1.78%(-173) | $358.84(+107.82%) | 2026-03-31 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 1.88% | 111.1K | $6.3M | -4.38%(-5.09K) | $54.72(+2.21%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.42% | +31.01% |
| Top 20 Holdings Unweighted | +8.14% | +26.46% |
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