StockDriftsStockDriftsTop 50 Wr Wealth Planners, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TRUST | 10.72% | 56.9K | $33.4M | +3.68%(+2.02K) | — | 2024-12-31 | |
| GBIL | ACCESS TREASURY 0-1 YEAR ETF | 8.25% | 256.7K | $25.7M | -10.01%(-28.56K) | — | 2024-12-31 | |
| COWZ | PACER US CASH COWS 100 ETF | 8.08% | 445.1K | $25.1M | +4.06%(+17.38K) | — | 2024-12-31 | |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | 5.22% | 264.5K | $16.2M | +6.85%(+16.97K) | — | 2024-12-31 | |
| AVUS | AVANTIS U.S. EQUITY ETF | 4.69% | 150.4K | $14.6M | +2.43%(+3.56K) | — | 2024-12-31 | |
| QQQ | INVESCO QQQ TRUST SERIES I | 3.31% | 20.2K | $10.3M | -20.75%(-5.28K) | — | 2024-12-31 | |
| AVSF | AVANTIS SHORT-TERM FIXED INCOME ETF | 2.76% | 185.8K | $8.6M | +5.27%(+9.30K) | — | 2024-12-31 | |
| AAPL | APPLE INC COM | 2.75% | 34.1K | $8.5M | -4.97%(-1.79K) | — | 2024-12-31 | |
| AMZN | AMAZON COM INC COM | 2.41% | 34.2K | $7.5M | -0.63%(-218) | — | 2024-12-31 | |
| GLDM | SPDR GOLD MINISHARES TRUST | 2.22% | 133.0K | $6.9M | +1.73%(+2.26K) | — | 2024-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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