StockDriftsStockDriftsTop 50 Trademark Financial Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 11.59% | 36.2K | $23.7M | +10.93%(+3.57K) | $495.54(+50.49%) | 2026-03-31 | |
| PVAL | PUTNAM ETF TRUST | 5.55% | 244.3K | $11.3M | +22.37%(+44.66K) | $42.50(+16.87%) | 2026-03-31 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 5.29% | 229.2K | $10.8M | +20.24%(+38.58K) | $46.82(-0.10%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 5.12% | 198.1K | $10.5M | +25.59%(+40.36K) | $42.79(+30.06%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 4.5% | 38.6K | $9.2M | +114.69%(+20.65K) | $242.78(+21.16%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 3.68% | 98.1K | $7.5M | +14.46%(+12.39K) | $70.42(+24.06%) | 2026-03-31 | |
| IDMO | INVESCO EXCH TRADED FD TR II | 3.67% | 136.4K | $7.5M | +13.83%(+16.57K) | $47.89(+27.32%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 3.57% | 22.7K | $7.3M | +35.10%(+5.90K) | $252.14(+44.65%) | 2026-03-31 | |
| SPMO | INVESCO EXCH TRADED FD TR II | 3.48% | 63.4K | $7.1M | +7.39%(+4.36K) | $117.28(+24.74%) | 2026-03-31 | |
| FRDM | EA SERIES TRUST | 3.06% | 114.1K | $6.2M | +46.52%(+36.24K) | $42.00(+61.54%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.39% | +38.22% |
| Top 20 Holdings Unweighted | +11.17% | +37.41% |
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