StockDriftsStockDriftsTop 50 Swmg, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 18.57% | 99.6K | $65.0M | +15.75%(+13.55K) | $461.48(+61.60%) | 2026-03-31 | |
| IVW | ISHARES TR | 6.97% | 215.9K | $24.4M | +8.50%(+16.91K) | $95.61(+43.55%) | 2026-03-31 | |
| SPSB | SPDR SERIES TRUST | 6.09% | 709.0K | $21.3M | +5.01%(+33.84K) | $29.88(+0.41%) | 2026-03-31 | |
| IVE | ISHARES TR | 6% | 99.5K | $21.0M | -8.76%(-9.55K) | $195.17(+15.10%) | 2026-03-31 | |
| IEMG | ISHARES INC | 5.88% | 295.2K | $20.6M | -9.84%(-32.22K) | $56.64(+44.87%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 4.98% | 299.8K | $17.4M | -13.83%(-48.11K) | $48.35(+37.41%) | 2026-03-31 | |
| EFV | ISHARES TR | 4.18% | 197.0K | $14.6M | -0.09%(-168) | $57.32(+37.03%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 3.23% | 35.2K | $11.3M | +18.11%(+5.40K) | $233.10(+56.46%) | 2026-03-31 | |
| EFG | ISHARES TR | 2.68% | 84.3K | $9.4M | new | $110.63(+9.73%) | 2026-03-31 | |
| IEFA | ISHARES TR | 2.62% | 101.3K | $9.2M | -6.97%(-7.59K) | $71.40(+36.06%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.61% | +42.79% |
| Top 20 Holdings Unweighted | +10.50% | +34.93% |
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