StockDriftsStockDriftsTop 50 Yukon Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 14.52% | 37.2K | $24.3M | +0.74%(+273) | $578.58(+28.89%) | 2026-03-31 | |
| DVY | ISHARES TR | 11.6% | 128.3K | $19.4M | -2.01%(-2.64K) | $132.93(+14.38%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 5.97% | 326.2K | $10.0M | -3.97%(-13.47K) | $27.53(+15.34%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 4.42% | 34.4K | $7.4M | +1.35%(+458) | $196.57(+16.34%) | 2026-03-31 | |
| IUSB | ISHARES TR | 4.3% | 156.0K | $7.2M | -0.42%(-656) | $45.66(+0.73%) | 2026-03-31 | |
| ESGU | ISHARES TR | 3.55% | 42.1K | $6.0M | -0.18%(-78) | $125.84(+28.31%) | 2026-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 3.4% | 124.8K | $5.7M | +1.59%(+1.95K) | $36.47(+37.82%) | 2026-03-31 | |
| ITOT | ISHARES TR | 3.33% | 39.1K | $5.6M | +1.35%(+522) | $125.68(+28.89%) | 2026-03-31 | |
| EFV | ISHARES TR | 2.79% | 62.9K | $4.7M | +0.21%(+130) | $55.85(+40.64%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 2.62% | 59.6K | $4.4M | +12.60%(+6.67K) | $73.59(-0.55%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +21.72% | +80.33% |
| Top 20 Holdings Unweighted | +19.50% | +70.63% |
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