StockDriftsStockDriftsTop 50 Spartan Planning & Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BIL | SPDR SERIES TRUST | 10.11% | 149.2K | $13.7M | +3825.07%(+145.39K) | $91.51(-0.09%) | 2026-03-31 | |
| SPTM | SPDR SERIES TRUST | 8.2% | 140.2K | $11.1M | -33.83%(-71.70K) | $60.72(+44.69%) | 2026-03-31 | |
| IEI | ISHARES TR | 6.57% | 74.9K | $8.9M | -44.95%(-61.15K) | $118.88(-1.00%) | 2026-03-31 | |
| GBIL | GOLDMAN SACHS ETF TR | 5.49% | 74.1K | $7.4M | new | $100.07(-0.12%) | 2026-03-31 | |
| TBLL | INVESCO EXCH TRADED FD TR II | 5.46% | 70.0K | $7.4M | new | $105.60(+0.04%) | 2026-03-31 | |
| VTIP | VANGUARD MALVERN FDS | 5.42% | 146.8K | $7.3M | new | $49.59(+1.56%) | 2026-03-31 | |
| HEGD | LISTED FDS TR | 5.39% | 295.0K | $7.3M | -16.01%(-56.24K) | $22.59(+15.95%) | 2026-03-31 | |
| SHV | ISHARES TR | 4.21% | 51.6K | $5.7M | +1574.96%(+48.49K) | $110.28(-0.15%) | 2026-03-31 | |
| OPER | ETF SER SOLUTIONS | 4.21% | 56.8K | $5.7M | +1411.12%(+53.06K) | $100.06(+0.02%) | 2026-03-31 | |
| TFPN | TIDAL TRUST II | 3.82% | 185.6K | $5.2M | +3.71%(+6.64K) | $24.74(+25.90%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.74% | +55.05% |
| Top 20 Holdings Unweighted | +22.61% | +84.34% |
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