StockDriftsStockDriftsTop 22 Sjbenen Advisory, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 34.03% | 62.7K | $40.7M | -32.35%(-29.96K) | $674.05(+7.38%) | 2026-03-31 | |
| IBIT | ISHARES BITCOIN TRUST ETF | 9.17% | 285.6K | $11.0M | -4.74%(-14.20K) | $57.33(-19.27%) | 2026-03-31 | |
| COIN | COINBASE GLOBAL INC | 8.3% | 56.9K | $9.9M | -5.01%(-3.00K) | $281.81(-29.83%) | 2026-03-31 | |
| TLT | ISHARES TR | 8.14% | 112.4K | $9.7M | +15.64%(+15.20K) | $88.08(-3.01%) | 2026-03-31 | |
| ITOT | ISHARES TR | 7.31% | 61.5K | $8.8M | -43.61%(-47.55K) | $147.17(+7.69%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 6.58% | 24.6K | $7.9M | -48.99%(-23.59K) | $331.72(+7.62%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.07% | 19.2K | $4.9M | -0.18%(-34) | $263.24(+7.95%) | 2026-03-31 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 3.6% | 29.4K | $4.3M | +0.00%(+0) | $180.08(-24.53%) | 2026-03-31 | |
| SGOV | ISHARES TR | 2.97% | 35.3K | $3.6M | -18.20%(-7.85K) | $100.54(-0.11%) | 2026-03-31 | |
| TSLA | TESLA INC | 2.52% | 8.1K | $3.0M | +0.00%(+0) | $447.22(-12.94%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -3.43% | -9.93% |
| Top 20 Holdings Unweighted | -2.38% | -6.98% |
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