StockDriftsStockDriftsTop 44 Sound Portfolio Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 18.91% | 72.6K | $23.3M | -0.40%(-290) | $331.72(+11.17%) | 2026-03-31 | |
| BIL | SPDR SERIES TRUST | 18.13% | 243.5K | $22.3M | +1.76%(+4.21K) | $91.56(-0.14%) | 2026-03-31 | |
| FNDF | SCHWAB STRATEGIC TR | 15.26% | 383.9K | $18.8M | -0.43%(-1.67K) | $44.08(+19.63%) | 2026-03-31 | |
| USMV | ISHARES TR | 5.02% | 66.7K | $6.2M | -1.59%(-1.07K) | $94.65(+3.42%) | 2026-03-31 | |
| MTUM | ISHARES TR | 4.89% | 25.1K | $6.0M | +0.84%(+209) | $253.31(+24.96%) | 2026-03-31 | |
| EYLD | CAMBRIA ETF TR | 4.73% | 140.5K | $5.8M | -0.74%(-1.05K) | $37.77(+20.75%) | 2026-03-31 | |
| CVLC | MORGAN STANLEY ETF TRUST | 4.47% | 68.7K | $5.5M | +0.17%(+114) | $83.05(+13.07%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 4.13% | 10.6K | $5.1M | +0.22%(+23) | $493.89(+2.81%) | 2026-03-31 | |
| FMDE | FIDELITY COVINGTON TRUST | 3.56% | 121.9K | $4.4M | -0.26%(-320) | $36.27(+11.35%) | 2026-03-31 | |
| SDVY | FIRST TR EXCHANGE TRADED FD | 3.08% | 96.1K | $3.8M | -1.73%(-1.69K) | $38.17(+13.07%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +0.09% | +0.28% |
| Top 20 Holdings Unweighted | +0.76% | +2.29% |
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