StockDriftsStockDriftsTop 45 Appalachian Capital Management Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHB | SCHWAB STRATEGIC TR | 31.62% | 1.57M | $39.5M | +1.13%(+17.61K) | $25.97(+9.99%) | 2026-03-31 | |
| SPTI | SPDR SERIES TRUST | 7.69% | 335.0K | $9.6M | +3.79%(+12.24K) | $28.87(-1.65%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 7.65% | 311.6K | $9.6M | +4.09%(+12.24K) | $27.43(+15.74%) | 2026-03-31 | |
| SPTL | SPDR SERIES TRUST | 7.4% | 351.6K | $9.2M | -2.02%(-7.25K) | $26.71(-3.48%) | 2026-03-31 | |
| UCON | FIRST TR EXCHNG TRADED FD VI | 7.14% | 360.0K | $8.9M | +1.87%(+6.60K) | $25.18(-1.05%) | 2026-03-31 | |
| OAKI | HARRIS OAKMARK ETF TRUST | 6.51% | 338.5K | $8.1M | +5.74%(+18.37K) | $25.67(-1.39%) | 2026-03-31 | |
| OAKM | HARRIS OAKMARK ETF TRUST | 6.51% | 295.2K | $8.1M | +4.32%(+12.23K) | $27.59(-0.35%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 4.99% | 26.2K | $6.2M | +5.88%(+1.46K) | $249.76(+17.78%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 2.63% | 5.7K | $3.3M | +1.83%(+102) | $607.13(+17.72%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 2.26% | 34.1K | $2.8M | -3.59%(-1.27K) | $83.93(-1.63%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -9.22% | -25.19% |
| Top 20 Holdings Unweighted | -5.29% | -15.04% |
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