StockDriftsStockDriftsTop 50 Wealth Care LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IJR | ISHARES TR | 8.97% | 81.2K | $10.1M | new | $122.24(+19.82%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 8.57% | 30.1K | $9.6M | new | $328.04(+12.41%) | 2026-03-31 | |
| IAU | ISHARES GOLD TR | 8.23% | 105.2K | $9.3M | new | $84.67(-8.45%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 6.97% | 36.5K | $7.8M | new | $217.42(+9.75%) | 2026-03-31 | |
| IJH | ISHARES TR | 6.61% | 110.2K | $7.4M | new | $66.76(+13.97%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 6.21% | 47.2K | $7.0M | new | $145.81(+9.38%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 5.59% | 32.8K | $6.3M | new | $191.74(+12.08%) | 2026-03-31 | |
| SCHB | SCHWAB STRATEGIC TR | 4.14% | 185.8K | $4.7M | new | $25.66(+12.49%) | 2026-03-31 | |
| PDI | PIMCO DYNAMIC INCOME FD | 3.43% | 225.9K | $3.9M | new | $17.41(-4.08%) | 2026-03-31 | |
| IVV | ISHARES TR | 3.15% | 5.4K | $3.5M | new | $669.08(+11.86%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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