StockDriftsStockDriftsTop 50 Wealthspire Retirement, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 18.15% | 463.2K | $302.5M | +14.87%(+59.97K) | $533.82(+40.79%) | 2026-03-31 | |
| SHV | ISHARES TR | 6.85% | 1.03M | $114.2M | -26.94%(-381.59K) | $110.38(-0.16%) | 2026-03-31 | |
| IDEV | ISHARES TR | 3.82% | 762.7K | $63.7M | +2.83%(+20.99K) | $62.22(+43.64%) | 2026-03-31 | |
| IGIB | ISHARES TR | 2.76% | 863.4K | $45.9M | +17.24%(+126.96K) | $53.09(-0.12%) | 2026-03-31 | |
| AGG | ISHARES TR | 2.52% | 423.7K | $42.1M | -39.60%(-277.77K) | $98.49(+0.15%) | 2026-03-31 | |
| ONEQ | FIDELITY COMWLTH TR | 2.38% | 468.2K | $39.8M | +6.77%(+29.71K) | $63.57(+64.99%) | 2026-03-31 | |
| VONG | VANGUARD SCOTTSDALE FDS | 2.23% | 339.4K | $37.2M | +2.98%(+9.80K) | $66.02(+96.25%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 2.08% | 453.8K | $34.7M | +9.72%(+40.20K) | $50.93(+72.88%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 2% | 116.3K | $33.4M | +7.16%(+7.77K) | $59.71(+29.82%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 1.96% | 166.6K | $32.7M | +6.38%(+9.99K) | $162.91(+28.30%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.14% | +44.82% |
| Top 20 Holdings Unweighted | +12.56% | +42.60% |
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