StockDriftsStockDriftsTop 50 Timmons Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 27.16% | 44.1K | $28.7M | +0.19%(+82) | $674.04(+10.50%) | 2026-03-31 | |
| FNDX | SCHWAB STRATEGIC TR | 11.18% | 423.7K | $11.8M | +2.88%(+11.85K) | $26.78(+16.78%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 10.94% | 180.1K | $11.5M | +1.87%(+3.31K) | $61.23(+15.64%) | 2026-03-31 | |
| NEAR | ISHARES U S ETF TR | 10.02% | 208.1K | $10.6M | +20.67%(+35.64K) | $51.15(-1.23%) | 2026-03-31 | |
| CGCB | CAPITAL GRP FIXED INCM ETF T | 6.37% | 255.9K | $6.7M | +28.35%(+56.52K) | $26.51(-1.30%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 5.31% | 73.2K | $5.6M | +7.41%(+5.05K) | $79.22(+10.67%) | 2026-03-31 | |
| FNDF | SCHWAB STRATEGIC TR | 4.7% | 101.3K | $5.0M | -5.69%(-6.11K) | $44.08(+19.63%) | 2026-03-31 | |
| IEMG | ISHARES INC | 3.63% | 55.0K | $3.8M | +1.19%(+649) | $66.59(+19.89%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 3.57% | 14.4K | $3.8M | +1.99%(+280) | $256.19(+17.23%) | 2026-03-31 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 2.89% | 75.8K | $3.0M | +4.57%(+3.31K) | $44.11(+5.48%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -4.64% | -13.28% |
| Top 20 Holdings Unweighted | -2.93% | -8.52% |
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