StockDriftsStockDriftsTop 50 Wayfinding Financial, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP COM | 7.44% | 46.3K | $17.1M | -3.48%(-1.67K) | $309.36(+32.35%) | 2026-03-31 | |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | 6.65% | 165.9K | $15.3M | -5.35%(-9.37K) | $93.22(-1.57%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION COM | 5.42% | 71.6K | $12.5M | -1.94%(-1.42K) | $29.33(+703.76%) | 2026-03-31 | |
| IVV | ISHARES CORE S&P 500 ETF | 4.67% | 16.4K | $10.7M | -2.16%(-364) | $450.40(+66.86%) | 2026-03-31 | |
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 4.34% | 381.2K | $10.0M | +16.00%(+52.59K) | $26.72(-1.44%) | 2026-03-31 | |
| AAPL | APPLE INC COM | 4.13% | 37.4K | $9.5M | +1.91%(+700) | $162.38(+83.65%) | 2026-03-31 | |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | 3.89% | 90.3K | $9.0M | +15.41%(+12.06K) | $98.21(+0.44%) | 2026-03-31 | |
| FDVV | FIDELITY HIGH DIVIDEND ETF | 2.86% | 119.1K | $6.6M | -0.92%(-1.10K) | $49.77(+20.45%) | 2026-03-31 | |
| BBUS | JPMORGAN BETABUILDERS U.S. EQUITY ETF | 2.75% | 54.1K | $6.3M | +5.98%(+3.05K) | $88.68(+51.88%) | 2026-03-31 | |
| JIVE | JPMORGAN INTERNATIONAL VALUE ETF | 2.64% | 71.0K | $6.1M | +1.84%(+1.28K) | $66.41(+38.65%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.04% | +64.47% |
| Top 20 Holdings Unweighted | +15.90% | +55.71% |
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