StockDriftsStockDriftsTop 28 Wealth Management Resources, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPHQ | INVESCO EXCHANGE TRADED FD T | 11.48% | 438.4K | $33.0M | -0.09%(-403) | $61.05(+34.96%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 10.53% | 662.9K | $30.2M | +0.88%(+5.79K) | $47.18(-3.54%) | 2026-03-31 | |
| IEF | ISHARES TR | 9.74% | 293.1K | $28.0M | +0.35%(+1.01K) | $95.63(-1.37%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 9.6% | 1.11M | $27.6M | +0.17%(+1.89K) | $20.55(+32.87%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 9.3% | 871.2K | $26.7M | -0.20%(-1.73K) | $25.64(+23.82%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 7.29% | 214.0K | $21.0M | -0.17%(-356) | $70.86(+67.70%) | 2026-03-31 | |
| ISTB | ISHARES TR | 5.57% | 330.0K | $16.0M | +0.35%(+1.16K) | $47.63(+1.31%) | 2026-03-31 | |
| IHDG | WISDOMTREE TR | 5.3% | 316.2K | $15.2M | +0.24%(+768) | $43.39(+15.73%) | 2026-03-31 | |
| XSOE | WISDOMTREE TR | 4.42% | 316.5K | $12.7M | -0.10%(-301) | $31.36(+52.62%) | 2026-03-31 | |
| SMMV | ISHARES TR | 4.25% | 279.8K | $12.2M | -0.37%(-1.03K) | $37.30(+18.73%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.41% | +23.91% |
| Top 20 Holdings Unweighted | +6.85% | +21.97% |
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