StockDriftsStockDriftsTop 50 Tmd Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 15.52% | 441.2K | $70.8M | +4.92%(+20.69K) | — | 2024-06-30 | |
| VUG | VANGUARD INDEX FDS | 12.58% | 153.5K | $57.4M | -1.59%(-2.48K) | — | 2024-06-30 | |
| CRDT | SIMPLIFY EXCHANGE TRADED FUN | 10.41% | 1.92M | $47.5M | +4.45%(+81.89K) | — | 2024-06-30 | |
| QUAL | ISHARES TR | 9.17% | 245.0K | $41.8M | +0.64%(+1.55K) | — | 2024-06-30 | |
| DGRW | WISDOMTREE TR | 6.35% | 371.1K | $29.0M | +79.62%(+164.51K) | — | 2024-06-30 | |
| BTAL | AGF INVTS TR | 5.41% | 1.26M | $24.7M | +167.80%(+788.13K) | — | 2024-06-30 | |
| IAU | ISHARES GOLD TR | 5.36% | 556.5K | $24.4M | +101.13%(+279.81K) | — | 2024-06-30 | |
| JMBS | JANUS DETROIT STR TR | 4.2% | 429.3K | $19.2M | new | — | 2024-06-30 | |
| BILS | SPDR SER TR | 4.17% | 191.3K | $19.0M | +0.75%(+1.42K) | — | 2024-06-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 3.22% | 291.0K | $14.7M | +2.65%(+7.51K) | — | 2024-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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