StockDriftsStockDriftsTop 50 TPG Financial Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IEF | ISHARES TR | 7.98% | 256.9K | $24.5M | -1.52%(-3.96K) | $96.12(-2.08%) | 2026-03-31 | |
| JPIE | J P MORGAN EXCHANGE TRADED F | 7.78% | 519.4K | $23.9M | +4.33%(+21.55K) | $45.42(+1.04%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 6.95% | 377.9K | $21.4M | -0.03%(-106) | $39.30(+56.85%) | 2026-03-31 | |
| SPSM | SPDR SERIES TRUST | 5.23% | 332.7K | $16.1M | +4.38%(+13.95K) | $42.04(+35.47%) | 2026-03-31 | |
| DMBS | DOUBLELINE ETF TRUST | 4.95% | 308.3K | $15.2M | +2.64%(+7.94K) | $49.22(-0.70%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 4.47% | 140.3K | $13.7M | -2.03%(-2.91K) | $64.46(+81.81%) | 2026-03-31 | |
| SPMD | SPDR SERIES TRUST | 4.25% | 220.9K | $13.1M | +7.19%(+14.81K) | $45.20(+47.46%) | 2026-03-31 | |
| JAAA | JANUS DETROIT STR TR | 4.07% | 248.4K | $12.5M | +8.56%(+19.58K) | $50.68(-0.27%) | 2026-03-31 | |
| SPTI | SPDR SERIES TRUST | 3.76% | 403.6K | $11.6M | +16.80%(+58.05K) | $28.47(-0.62%) | 2026-03-31 | |
| IGIB | ISHARES TR | 3.6% | 207.9K | $11.1M | +3.72%(+7.46K) | $53.98(-1.90%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.66% | +24.77% |
| Top 20 Holdings Unweighted | +8.53% | +27.83% |
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