StockDriftsStockDriftsTop 35 Attessa Capital Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 31.2% | 88.2K | $57.4M | +2.88%(+2.47K) | $590.30(+22.61%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 22.05% | 632.7K | $40.5M | +3.13%(+19.22K) | $51.54(+33.83%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 7.92% | 197.7K | $14.6M | -2.47%(-5.01K) | $73.50(-0.36%) | 2026-03-31 | |
| XLK | SELECT SECTOR SPDR TR | 6.38% | 88.3K | $11.7M | +3.15%(+2.70K) | $117.34(+41.15%) | 2026-03-31 | |
| SCHR | SCHWAB STRATEGIC TR | 5.72% | 422.4K | $10.5M | -0.73%(-3.10K) | $24.85(-0.55%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 5.05% | 362.1K | $9.3M | -2.87%(-10.71K) | $22.93(+24.27%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 4.74% | 14.6K | $8.7M | +5.33%(+739) | $551.69(+20.59%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 2.27% | 169.0K | $4.2M | -5.22%(-9.31K) | $19.53(+36.46%) | 2026-03-31 | |
| XLC | SELECT SECTOR SPDR TR | 2.2% | 36.4K | $4.0M | +2.90%(+1.03K) | $96.36(+19.99%) | 2026-03-31 | |
| SCHQ | SCHWAB STRATEGIC TR | 2.11% | 123.5K | $3.9M | -0.66%(-815) | $32.77(-5.36%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.32% | +16.83% |
| Top 20 Holdings Unweighted | +4.77% | +15.00% |
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