StockDriftsStockDriftsTop 50 Swp Financial Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 10.11% | 30.3K | $19.8M | +11.76%(+3.19K) | $503.45(+44.40%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 9.48% | 94.7K | $18.6M | -7.65%(-7.85K) | $161.17(+28.14%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 7.2% | 32.3K | $14.1M | +7.17%(+2.16K) | $55.89(+50.85%) | 2026-03-31 | |
| IUSB | ISHARES TR | 7.02% | 297.9K | $13.8M | +1.58%(+4.63K) | $45.85(+0.40%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.6% | 35.5K | $9.0M | -8.62%(-3.35K) | $181.99(+56.15%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 4.29% | 144.4K | $8.4M | -14.44%(-24.37K) | $51.65(+24.95%) | 2026-03-31 | |
| GOVT | ISHARES TR | 4.17% | 357.1K | $8.2M | +295.41%(+266.78K) | $23.01(-1.23%) | 2026-03-31 | |
| VMBS | VANGUARD SCOTTSDALE FDS | 2.79% | 116.5K | $5.5M | +1.57%(+1.80K) | $46.32(+0.78%) | 2026-03-31 | |
| CORO | BLACKROCK ETF TRUST | 2.75% | 168.0K | $5.4M | new | $31.61(+10.62%) | 2026-03-31 | |
| BRTR | BLACKROCK ETF TRUST II | 2.7% | 105.7K | $5.3M | +2.85%(+2.93K) | $50.74(-1.28%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.80% | +32.37% |
| Top 20 Holdings Unweighted | +7.90% | +25.63% |
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