StockDriftsStockDriftsTop 36 Troutman Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CGCP | CAPITAL GRP FIXED INCM ETF T | 14.29% | 767.3K | $17.1M | +1.81%(+13.66K) | $22.68(-1.70%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 9.99% | 162.7K | $12.0M | +1.29%(+2.07K) | $74.22(-1.49%) | 2026-03-31 | |
| VYMI | VANGUARD WHITEHALL FDS | 8.74% | 111.2K | $10.5M | -2.33%(-2.65K) | $87.34(+13.66%) | 2026-03-31 | |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | 7.57% | 308.0K | $9.1M | -1.84%(-5.77K) | $29.59(+15.29%) | 2026-03-31 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 6.34% | 189.1K | $7.6M | +1.00%(+1.88K) | $44.18(+5.33%) | 2026-03-31 | |
| CGCV | CAPITAL GROUP CONSERVATIVE E | 6.14% | 247.0K | $7.4M | +0.29%(+721) | $30.30(+8.81%) | 2026-03-31 | |
| CGMS | CAPITAL GRP FIXED INCM ETF T | 5.95% | 262.1K | $7.1M | +1.78%(+4.59K) | $27.68(-1.09%) | 2026-03-31 | |
| SPTS | SPDR SERIES TRUST | 4.73% | 194.4K | $5.7M | +1.35%(+2.59K) | $29.30(-1.19%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 4.27% | 26.1K | $5.1M | -0.34%(-88) | $188.74(+16.12%) | 2026-03-31 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 3.92% | 82.9K | $4.7M | +2.73%(+2.20K) | $57.16(-0.79%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -2.55% | -7.45% |
| Top 20 Holdings Unweighted | +0.57% | +1.72% |
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