StockDriftsStockDriftsTop 50 Three Magnolias Financial Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | 8.78% | 473.5K | $13.8M | +1.40%(+6.54K) | $26.99(+27.18%) | 2026-03-31 | |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 6.98% | 197.6K | $11.0M | +5.69%(+10.63K) | $54.21(+10.48%) | 2026-03-31 | |
| DGRW | WISDOMTREE TR | 6.89% | 123.2K | $10.8M | -0.77%(-958) | $81.92(+16.78%) | 2026-03-31 | |
| VNLA | JANUS DETROIT STR TR | 6.7% | 215.5K | $10.5M | +5.53%(+11.29K) | $49.05(-0.19%) | 2026-03-31 | |
| QUAL | ISHARES TR | 5.97% | 48.9K | $9.4M | +1.85%(+887) | $178.94(+17.90%) | 2026-03-31 | |
| JAAA | JANUS DETROIT STR TR | 3.8% | 118.5K | $6.0M | +15.52%(+15.92K) | $50.73(-0.20%) | 2026-03-31 | |
| OAKM | HARRIS OAKMARK ETF TRUST | 3.55% | 202.7K | $5.6M | +2.49%(+4.92K) | $24.52(+12.12%) | 2026-03-31 | |
| GQI | NATIXIS ETF TR | 3.28% | 93.9K | $5.2M | +3.79%(+3.43K) | $54.01(+7.92%) | 2026-03-31 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 3.11% | 86.1K | $4.9M | +5.73%(+4.67K) | $57.59(-2.87%) | 2026-03-31 | |
| JSMD | JANUS DETROIT STR TR | 3.03% | 60.0K | $4.8M | +5.13%(+2.93K) | $74.35(+25.35%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.35% | +23.70% |
| Top 20 Holdings Unweighted | +10.84% | +36.15% |
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