StockDriftsStockDriftsTop 50 Apex Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | 6.38% | 319.1K | $9.3M | +76.47%(+138.28K) | $28.66(+19.77%) | 2026-03-31 | |
| IVV | ISHARES TR | 6.34% | 14.2K | $9.2M | -0.76%(-109) | $587.10(+27.02%) | 2026-03-31 | |
| SHV | ISHARES TR | 6.09% | 80.4K | $8.9M | +57.68%(+29.41K) | $110.29(-0.09%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 5.69% | 19.0K | $8.3M | +71.36%(+7.91K) | $70.72(+23.74%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 5.51% | 25.0K | $8.0M | +118.33%(+13.57K) | $310.60(+17.42%) | 2026-03-31 | |
| JMST | J P MORGAN EXCHANGE TRADED F | 4.96% | 141.7K | $7.2M | +366.93%(+111.36K) | $50.93(-0.09%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 4.82% | 95.4K | $7.0M | -3.76%(-3.73K) | $73.50(-0.43%) | 2026-03-31 | |
| AGG | ISHARES TR | 4.12% | 60.5K | $6.0M | +2903.38%(+58.45K) | $99.59(-0.93%) | 2026-03-31 | |
| SUB | ISHARES TR | 3.66% | 50.1K | $5.3M | +1085.31%(+45.88K) | $106.53(-0.26%) | 2026-03-31 | |
| SCHV | SCHWAB STRATEGIC TR | 3.43% | 163.9K | $5.0M | -1.80%(-3.00K) | $27.23(+20.62%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +3.85% | +12.01% |
| Top 20 Holdings Unweighted | +4.10% | +12.81% |
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