StockDriftsStockDriftsTop 50 Ballast Financial Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ISTB | ISHARES TR | 11.16% | 224.6K | $10.9M | +5.38%(+11.48K) | $48.79(-1.36%) | 2026-03-31 | |
| SCHZ | SCHWAB STRATEGIC TR | 11.11% | 466.7K | $10.8M | +3.29%(+14.88K) | $23.42(-1.56%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 11.09% | 421.8K | $10.8M | +1.55%(+6.45K) | $26.62(+10.44%) | 2026-03-31 | |
| FNDF | SCHWAB STRATEGIC TR | 6.08% | 121.2K | $5.9M | -0.83%(-1.01K) | $44.08(+19.63%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 4.51% | 39.8K | $4.4M | -0.23%(-90) | $100.76(+22.58%) | 2026-03-31 | |
| AVLV | AMERICAN CENTY ETF TR | 4.27% | 51.7K | $4.2M | -0.21%(-107) | $74.01(+22.72%) | 2026-03-31 | |
| JQUA | J P MORGAN EXCHANGE TRADED F | 3.69% | 58.8K | $3.6M | +4.39%(+2.47K) | $63.01(+14.23%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 3.52% | 138.6K | $3.4M | -0.15%(-206) | $23.66(+16.10%) | 2026-03-31 | |
| VBK | VANGUARD INDEX FDS | 2.4% | 7.8K | $2.3M | -0.08%(-6) | $299.86(+19.34%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 2.29% | 10.4K | $2.2M | +4.84%(+479) | $217.77(+9.58%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -1.41% | -4.17% |
| Top 20 Holdings Unweighted | -3.16% | -9.18% |
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