StockDriftsStockDriftsTop 50 Avantax Planning Partners, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | 12.02% | 15.03M | $437.9M | +0.95%(+140.99K) | $9.07(+278.55%) | 2026-03-31 | |
| SCHV | SCHWAB STRATEGIC TR | 8.56% | 10.22M | $311.6M | +0.29%(+29.58K) | $18.44(+78.06%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 4.97% | 7.32M | $181.1M | +1.65%(+118.78K) | $18.26(+49.54%) | 2026-03-31 | |
| SCHZ | SCHWAB STRATEGIC TR | 4.92% | 7.71M | $179.0M | +3.54%(+263.32K) | $24.30(-5.04%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 4.64% | 5.51M | $169.0M | -45.50%(-4.60M) | $19.42(+63.50%) | 2026-03-31 | |
| JPEF | J P MORGAN EXCHANGE TRADED F | 3.52% | 1.79M | $128.4M | new | $73.25(+9.67%) | 2026-03-31 | |
| JPIB | J P MORGAN EXCHANGE TRADED F | 3.19% | 2.43M | $116.4M | +4.46%(+103.81K) | $48.20(-0.63%) | 2026-03-31 | |
| SPTL | SPDR SERIES TRUST | 3.12% | 4.31M | $113.5M | +2.94%(+123.16K) | $27.44(-6.03%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 2.62% | 862.6K | $95.3M | +0.44%(+3.79K) | $92.29(+27.65%) | 2026-03-31 | |
| AVEM | AMERICAN CENTY ETF TR | 2.38% | 1.08M | $86.8M | -2.88%(-31.96K) | $66.59(+42.48%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.74% | +35.81% |
| Top 20 Holdings Unweighted | +8.44% | +27.52% |
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