StockDriftsStockDriftsTop 50 Walled Lake Planning & Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BILZ | Pimco Ultra Short Government ETF | 8.28% | 279.1K | $28.2M | +5.67%(+14.98K) | $101.18(-0.39%) | 2026-03-31 | |
| CAPE | Doubleline Shiller CAPE US Equity | 7.36% | 811.4K | $25.0M | -3.61%(-30.39K) | $22.20(+45.81%) | 2026-03-31 | |
| JQUA | JPMorgan US Quality Factor | 6.57% | 364.5K | $22.4M | +2.57%(+9.13K) | $56.93(+19.42%) | 2026-03-31 | |
| USMF | WisdomTree US Multifactor | 5.2% | 358.1K | $17.7M | new | $50.32(+3.14%) | 2026-03-31 | |
| USMV | iShares MSCI USA Min Vol Factor | 4.69% | 172.1K | $16.0M | -0.58%(-1.00K) | $72.56(+29.98%) | 2026-03-31 | |
| FMDE | Fidelity Enhanced Mid Cap | 4.5% | 426.1K | $15.3M | new | $36.17(+7.08%) | 2026-03-31 | |
| SCHD | Schwab US Dividend Equity ETF | 4.17% | 462.2K | $14.2M | +1.82%(+8.25K) | $25.55(+24.25%) | 2026-03-31 | |
| RSPH | Invesco S&P 500 Equal Weight Healthcare | 3.91% | 440.4K | $13.3M | +2.98%(+12.75K) | $28.47(+7.01%) | 2026-03-31 | |
| RSP | Invesco S&P 500 Equal Weight | 3.84% | 68.1K | $13.1M | +11.51%(+7.02K) | $174.68(+16.17%) | 2026-03-31 | |
| AAPL | Apple | 3.37% | 45.2K | $11.5M | +0.40%(+180) | $147.42(+102.73%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.49% | +34.87% |
| Top 20 Holdings Unweighted | +12.06% | +40.73% |
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