StockDriftsStockDriftsTop 49 Weitzel Financial Services, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPTM | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET E | 20.35% | 678.8K | $54.0M | +1.15%(+7.71K) | $54.48(+64.99%) | 2026-03-31 | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES | 14.93% | 609.7K | $39.6M | -0.40%(-2.43K) | $49.66(+42.22%) | 2026-03-31 | |
| SCHD | SCHWAB U.S. DIVIDEND EQUITY ETF | 7.9% | 683.5K | $21.0M | +3.94%(+25.93K) | $24.87(+27.66%) | 2026-03-31 | |
| SPAB | STATE STREET SPDR PORTFOLIO AGGREGATE BONDETF | 6.84% | 711.3K | $18.2M | +2.39%(+16.61K) | $25.96(-2.01%) | 2026-03-31 | |
| AOM | ISHARES CORE 40/60 MODERATE ALLOCATION ETF | 5.59% | 313.1K | $14.8M | +3.92%(+11.81K) | $41.82(+18.21%) | 2026-03-31 | |
| LMBS | FIRST TRUST LOW DURATIONOPPORTUNITIES ETF | 4.91% | 263.9K | $13.0M | +5.52%(+13.82K) | $49.97(-0.16%) | 2026-03-31 | |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND INDEXFUND ETF SHARES | 4.73% | 261.4K | $12.6M | +4.62%(+11.54K) | $54.12(-11.49%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 4.04% | 18.5K | $10.7M | +4.25%(+753) | $439.94(+62.46%) | 2026-03-31 | |
| RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | 3.85% | 148.4K | $10.2M | +2.29%(+3.32K) | $49.94(+47.99%) | 2026-03-31 | |
| MUB | ISHARES NATIONAL MUNI BOND ETF | 3.74% | 93.5K | $9.9M | +0.97%(+897) | $113.86(-6.34%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.96% | +29.35% |
| Top 20 Holdings Unweighted | +8.43% | +27.48% |
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