StockDriftsStockDriftsTop 14 Strategic Investment Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD S&P500 ETF | 38.1% | 152.7K | $91.2M | new | $608.09(+12.22%) | 2026-03-31 | |
| IWV | ISHARES RUSSELL 3000 INDEX | 13.44% | 86.8K | $32.2M | +81.50%(+38.99K) | $344.76(+21.84%) | 2026-03-31 | |
| BBCA | JPMorgan BetaBuilders Canada ETF | 13.09% | 333.3K | $31.4M | -6.52%(-23.23K) | $86.24(+14.87%) | 2026-03-31 | |
| GSG | ISHARES S&P GSCI COMMODITY I | 9.51% | 706.0K | $22.8M | -25.50%(-241.60K) | $17.59(+94.06%) | 2026-03-31 | |
| IEFA | MSCI EAFE ETF (iShares Core) | 6.35% | 167.9K | $15.2M | -41.44%(-118.82K) | $73.29(+32.55%) | 2026-03-31 | |
| GLD | SPDR GOLD TRUST | 6.07% | 33.8K | $14.5M | -13.80%(-5.41K) | $180.24(+138.85%) | 2026-03-31 | |
| IEMG | MSCI Emerging Markets ETF (iShares Core) | 4.99% | 171.3K | $11.9M | -61.45%(-273.06K) | $53.59(+53.11%) | 2026-03-31 | |
| JNK | SPDR BARCLAYS CAPITAL HIGH | 3.19% | 79.8K | $7.6M | +0.00%(+0) | $96.77(-0.61%) | 2026-03-31 | |
| TDTT | TDTT US Equity | 2.41% | 238.4K | $5.8M | +0.00%(+0) | $24.22(+0.50%) | 2026-03-31 | |
| SPY | SPDR S&P 500 ETF TRUST | 1.61% | 5.9K | $3.8M | -0.34%(-20) | $371.58(+99.77%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.70% | +43.13% |
| Top 20 Holdings Unweighted | +14.41% | +49.76% |
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