StockDriftsStockDriftsTop 50 Tiller Private Wealth, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IXUS | ISHARES TR | 19.23% | 624.6K | $54.1M | +0.23%(+1.41K) | $65.63(+45.66%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 14.19% | 61.4K | $39.9M | +0.33%(+199) | $410.21(+80.96%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 8.86% | 129.9K | $24.9M | +5.51%(+6.78K) | $155.80(+30.25%) | 2026-03-31 | |
| XLK | SELECT SECTOR SPDR TR | 8.47% | 179.4K | $23.8M | -0.79%(-1.43K) | $83.80(+111.04%) | 2026-03-31 | |
| MDY | STATE STR SPDR S&P MIDCAP 40 | 7.14% | 32.6K | $20.1M | -0.25%(-80) | $325.91(+104.78%) | 2026-03-31 | |
| PFFD | GLOBAL X FDS | 6.48% | 990.4K | $18.2M | +3.00%(+28.86K) | $21.23(-10.34%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 6.12% | 276.0K | $17.2M | +2.02%(+5.47K) | $53.71(+22.58%) | 2026-03-31 | |
| APD | AIR PRODUCTS AND CHEMICALS I | 4.32% | 41.9K | $12.2M | +1.85%(+760) | $192.20(+59.32%) | 2026-03-31 | |
| SCHA | SCHWAB STRATEGIC TR | 4.1% | 396.3K | $11.5M | -1.66%(-6.71K) | $22.69(+45.81%) | 2026-03-31 | |
| SCHM | SCHWAB STRATEGIC TR | 3.51% | 319.1K | $9.9M | -2.51%(-8.20K) | $25.16(+36.99%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.98% | +33.01% |
| Top 20 Holdings Unweighted | +9.64% | +31.80% |
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