StockDriftsStockDriftsTop 29 Townsend Financial Planning, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 25.23% | 39.9K | $26.1M | +2.90%(+1.13K) | $676.89(+10.17%) | 2026-03-31 | |
| AGG | ISHARES TR | 11.95% | 124.4K | $12.3M | +5.91%(+6.95K) | $100.04(-1.37%) | 2026-03-31 | |
| IJH | ISHARES TR | 11.54% | 176.6K | $11.9M | -1.04%(-1.86K) | $65.63(+11.43%) | 2026-03-31 | |
| IJR | ISHARES TR | 6.98% | 58.0K | $7.2M | -0.03%(-20) | $119.51(+13.20%) | 2026-03-31 | |
| IUSV | ISHARES TR | 6.54% | 66.1K | $6.8M | +2.60%(+1.67K) | $101.27(+7.34%) | 2026-03-31 | |
| ISTB | ISHARES TR | 6.24% | 133.2K | $6.5M | +4.74%(+6.03K) | $48.79(-1.10%) | 2026-03-31 | |
| LQD | ISHARES TR | 5.87% | 55.6K | $6.1M | -1.06%(-596) | $110.83(-1.99%) | 2026-03-31 | |
| IXUS | ISHARES TR | 5.35% | 63.8K | $5.5M | -14.38%(-10.71K) | $83.61(+14.34%) | 2026-03-31 | |
| FREL | FIDELITY COVINGTON TRUST | 4.46% | 171.3K | $4.6M | +1.83%(+3.09K) | $27.34(+6.50%) | 2026-03-31 | |
| SLQD | ISHARES TR | 3.49% | 71.5K | $3.6M | +5.58%(+3.78K) | $50.76(-0.80%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -3.61% | -10.45% |
| Top 20 Holdings Unweighted | -2.17% | -6.36% |
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