StockDriftsStockDriftsTop 50 Valued Retirements, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| XOM | EXXON MOBIL CORP | 6.41% | 38.6K | $6.6M | +0.00%(+0) | $108.80(+40.42%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 5.7% | 110.6K | $5.8M | +1.99%(+2.16K) | $34.18(+62.54%) | 2026-03-31 | |
| PHYS | SPROTT ASSET MANAGEMENT LP | 5.18% | 149.6K | $5.3M | -0.71%(-1.06K) | $22.28(+58.28%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 5.13% | 9.1K | $5.2M | +0.08%(+7) | $384.50(+87.20%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 5.01% | 8.6K | $5.1M | -1.12%(-97) | $471.35(+45.91%) | 2026-03-31 | |
| FDVV | FIDELITY COVINGTON TRUST | 4.82% | 89.2K | $4.9M | +1.60%(+1.41K) | $49.38(+21.42%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.69% | 14.9K | $3.8M | -0.01%(-1) | $182.39(+63.50%) | 2026-03-31 | |
| VLUE | ISHARES TR | 3.17% | 22.8K | $3.2M | new | $138.25(+33.21%) | 2026-03-31 | |
| IAU | ISHARES GOLD TR | 3.03% | 35.2K | $3.1M | +0.00%(+0) | $37.01(+136.53%) | 2026-03-31 | |
| IWY | ISHARES TR | 2.96% | 12.2K | $3.0M | +1.83%(+218) | $230.46(+28.31%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.91% | +51.73% |
| Top 20 Holdings Unweighted | +14.68% | +50.83% |
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