StockDriftsStockDriftsTop 50 Unique Wealth, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 13.75% | 152.3K | $99.5M | +4.55%(+6.63K) | $508.78(+46.58%) | 2026-03-31 | |
| EFA | ISHARES TR | 4.81% | 358.3K | $34.8M | +2.44%(+8.55K) | $76.89(+35.04%) | 2026-03-31 | |
| AGG | ISHARES TR | 4.61% | 335.5K | $33.3M | +1.01%(+3.37K) | $98.06(+0.62%) | 2026-03-31 | |
| JAVA | J P MORGAN EXCHANGE TRADED F | 3.96% | 399.1K | $28.6M | +40.21%(+114.44K) | $66.96(+14.08%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 3.78% | 470.5K | $27.4M | +13.13%(+54.61K) | $51.98(+27.82%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 3.76% | 933.0K | $27.2M | -2.35%(-22.48K) | $18.81(+82.44%) | 2026-03-31 | |
| MUB | ISHARES TR | 3.44% | 234.6K | $24.9M | +20.26%(+39.52K) | $105.86(+0.74%) | 2026-03-31 | |
| BAI | BLACKROCK ETF TRUST | 2.89% | 634.2K | $20.9M | +67.65%(+255.92K) | $33.49(+44.60%) | 2026-03-31 | |
| FBCG | FIDELITY COVINGTON TRUST | 2.76% | 397.9K | $19.9M | -11.06%(-49.45K) | $44.94(+36.57%) | 2026-03-31 | |
| SPY | SPDR S&P 500 ETF TR | 2.54% | 28.2K | $18.3M | +13.45%(+3.34K) | $527.90(+40.61%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.02% | +44.35% |
| Top 20 Holdings Unweighted | +11.17% | +37.40% |
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