StockDriftsStockDriftsTop 50 Single Point Partners, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 29.12% | 224.0K | $146.3M | +0.94%(+2.10K) | $374.00(+94.38%) | 2026-03-31 | |
| IJH | ISHARES TR | 9.61% | 715.2K | $48.3M | +0.72%(+5.12K) | $45.76(+60.13%) | 2026-03-31 | |
| AGG | ISHARES TR | 9.35% | 1.56M | $47.0M | +234.57%(+1.10M) | $101.65(-2.83%) | 2026-03-31 | |
| IJR | ISHARES TR | 6.03% | 243.7K | $30.3M | +0.42%(+1.01K) | $91.36(+51.17%) | 2026-03-31 | |
| IWB | ISHARES TR | 4.03% | 56.8K | $20.2M | -0.89%(-512) | $209.21(+89.01%) | 2026-03-31 | |
| IEFA | ISHARES TR | 3.88% | 215.4K | $19.5M | -0.57%(-1.25K) | $70.22(+35.90%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 3.62% | 63.4K | $18.2M | -0.41%(-263) | $50.38(+54.22%) | 2026-03-31 | |
| VTEB | VANGUARD MUN BD FDS | 3.15% | 317.4K | $15.8M | +1.12%(+3.53K) | $49.95(+0.38%) | 2026-03-31 | |
| MUB | ISHARES TR | 2.74% | 129.8K | $13.8M | +0.21%(+266) | $108.69(-1.77%) | 2026-03-31 | |
| ITOT | ISHARES TR | 2.62% | 2.23M | $13.2M | +2835.49%(+2.16M) | $143.56(+10.40%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.33% | +34.29% |
| Top 20 Holdings Unweighted | +10.93% | +36.50% |
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