StockDriftsStockDriftsTop 48 Treasure Coast Financial Planning Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPTM | SPDR SERIES TRUST | 16.96% | 416.7K | $32.9M | -0.45%(-1.88K) | $55.24(+63.90%) | 2026-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 13% | 553.1K | $25.2M | +0.79%(+4.36K) | $35.51(+41.01%) | 2026-03-31 | |
| BILS | SPDR SERIES TRUST | 7.23% | 141.3K | $14.1M | +9.84%(+12.66K) | $99.48(-0.32%) | 2026-03-31 | |
| BIL | SPDR SERIES TRUST | 6.84% | 145.1K | $13.3M | +4.75%(+6.58K) | $91.78(-0.37%) | 2026-03-31 | |
| SPTS | SPDR SERIES TRUST | 5.47% | 363.9K | $10.6M | -0.74%(-2.72K) | $29.02(-0.23%) | 2026-03-31 | |
| TIPX | SPDR SERIES TRUST | 5.25% | 531.8K | $10.2M | -5.70%(-32.12K) | $18.68(+0.34%) | 2026-03-31 | |
| FLEE | FRANKLIN TEMPLETON ETF TR | 4.89% | 261.5K | $9.5M | +3.74%(+9.43K) | $28.17(+38.67%) | 2026-03-31 | |
| GNR | SPDR INDEX SHS FDS | 4.32% | 112.3K | $8.4M | -8.93%(-11.01K) | $54.22(+25.34%) | 2026-03-31 | |
| LDUR | PIMCO ETF TR | 3.98% | 80.7K | $7.7M | +79.64%(+35.80K) | $96.45(-1.20%) | 2026-03-31 | |
| BOND | PIMCO ETF TR | 3.66% | 77.1K | $7.1M | -16.48%(-15.22K) | $98.36(-6.67%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.98% | +22.44% |
| Top 20 Holdings Unweighted | +5.72% | +18.15% |
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