StockDriftsStockDriftsTop 41 Summit Financial Consulting Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LQD | ISHARES TR | 15.94% | 204.3K | $22.3M | +3.40%(+6.72K) | $110.48(-1.65%) | 2026-03-31 | |
| HYG | ISHARES TR | 15.91% | 279.4K | $22.2M | +4.17%(+11.20K) | $80.84(-1.14%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 13.08% | 712.7K | $18.3M | +160.29%(+438.87K) | $25.00(+13.99%) | 2026-03-31 | |
| IYZ | ISHARES TR | 6.26% | 222.5K | $8.7M | -2.51%(-5.74K) | $27.57(+53.84%) | 2026-03-31 | |
| EEM | ISHARES TR | 5.45% | 134.1K | $7.6M | -2.28%(-3.13K) | $49.45(+32.25%) | 2026-03-31 | |
| IJS | ISHARES TR | 5.39% | 63.6K | $7.5M | new | $105.50(+22.55%) | 2026-03-31 | |
| VTWO | VANGUARD SCOTTSDALE FDS | 5.23% | 73.0K | $7.3M | new | $99.84(+14.37%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 5.01% | 29.5K | $7.0M | -0.00%(-1) | $206.64(+35.80%) | 2026-03-31 | |
| IYJ | ISHARES TR | 4.98% | 47.2K | $7.0M | new | $147.85(+5.79%) | 2026-03-31 | |
| IVW | ISHARES TR | 4.94% | 61.0K | $6.9M | +0.41%(+248) | $99.38(+32.27%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.15% | +12.99% |
| Top 20 Holdings Unweighted | +3.80% | +11.83% |
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