StockDriftsStockDriftsTop 50 Spectrum Planning & Advisory Services Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BIL | SPDR SERIES TRUST | 7.07% | 156.0K | $14.3M | -5.54%(-9.15K) | $91.64(-0.23%) | 2026-03-31 | |
| SGOV | ISHARES TR | 6.1% | 122.5K | $12.3M | -6.13%(-8.01K) | $100.65(-0.21%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 5.5% | 219.8K | $11.1M | -13.09%(-33.11K) | $50.66(-0.39%) | 2026-03-31 | |
| IVW | ISHARES TR | 3.92% | 70.0K | $7.9M | +3.02%(+2.05K) | $89.79(+46.39%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 3.8% | 132.0K | $7.7M | -13.82%(-21.16K) | $48.17(+33.97%) | 2026-03-31 | |
| CORO | BLACKROCK ETF TRUST | 3.76% | 236.3K | $7.6M | new | $31.61(+10.62%) | 2026-03-31 | |
| VUSB | VANGUARD BD INDEX FDS | 3.5% | 142.0K | $7.1M | new | $49.81(-0.29%) | 2026-03-31 | |
| MINT | PIMCO ETF TR | 2.94% | 59.1K | $5.9M | new | $100.45(-0.00%) | 2026-03-31 | |
| IEMG | ISHARES INC | 2.87% | 83.2K | $5.8M | -31.63%(-38.46K) | $58.99(+35.86%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 2.84% | 74.9K | $5.7M | +4.32%(+3.10K) | $49.89(+70.77%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.20% | +33.81% |
| Top 20 Holdings Unweighted | +9.62% | +31.72% |
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