StockDriftsStockDriftsTop 50 Sonoma Allocations LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 11.76% | 51.5K | $34.1M | -5.79%(-3.17K) | $647.03(+15.67%) | 2026-03-31 | |
| IWF | ISHARES TR | 7.13% | 47.9K | $20.7M | -6.15%(-3.14K) | $447.92(-72.95%) | 2026-03-31 | |
| UJAN | INNOVATOR ETFS TRUST | 6.05% | 410.1K | $17.5M | +5.47%(+21.27K) | $41.37(+9.52%) | 2026-03-31 | |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | 5% | 312.1K | $14.5M | -2.31%(-7.37K) | $35.40(+14.77%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 4.49% | 22.1K | $13.0M | -4.92%(-1.14K) | $576.99(+23.50%) | 2026-03-31 | |
| OPPE | WISDOMTREE TR | 3.95% | 208.7K | $11.4M | +9.75%(+18.53K) | $49.12(+15.46%) | 2026-03-31 | |
| RWL | INVESCO EXCH TRADED FD TR II | 3.9% | 97.1K | $11.3M | -5.51%(-5.66K) | $107.92(+19.92%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 3.06% | 193.8K | $8.9M | -2.98%(-5.95K) | $46.00(-1.14%) | 2026-03-31 | |
| JBND | J P MORGAN EXCHANGE TRADED F | 2.73% | 147.1K | $7.9M | -13.33%(-22.62K) | $53.87(-1.10%) | 2026-03-31 | |
| AGG | ISHARES TR | 2.62% | 76.4K | $7.6M | -25.99%(-26.84K) | $100.05(-1.44%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +1.89% | +5.77% |
| Top 20 Holdings Unweighted | +5.17% | +16.31% |
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