StockDriftsStockDriftsTop 50 Bcs Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 9.89% | 81.1K | $48.5M | -46.59%(-70.73K) | $538.20(+23.62%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 3.55% | 678.4K | $17.4M | -49.55%(-666.37K) | $20.71(+37.63%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 3.37% | 666.3K | $16.5M | -49.21%(-645.63K) | $21.19(+25.79%) | 2026-03-31 | |
| PG | PROCTER & GAMBLE CO | 2.82% | 95.7K | $13.8M | -50.30%(-96.85K) | $149.23(-2.90%) | 2026-03-31 | |
| AGG | ISHARES TR | 2.67% | 131.9K | $13.1M | -46.57%(-114.93K) | $100.08(-1.31%) | 2026-03-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 2.38% | 147.1K | $11.7M | -48.94%(-140.96K) | $79.55(-0.74%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 2.37% | 118.6K | $11.6M | -46.22%(-101.95K) | $84.68(+34.34%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 2.28% | 197.3K | $11.2M | -45.58%(-165.25K) | $49.79(+20.44%) | 2026-03-31 | |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | 2.12% | 532.8K | $10.4M | -51.48%(-565.20K) | $19.30(+1.26%) | 2026-03-31 | |
| BSCX | INVESCO EXCH TRD SLF IDX FD | 1.87% | 432.8K | $9.2M | -50.49%(-441.36K) | $21.21(-0.32%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.12% | +29.94% |
| Top 20 Holdings Unweighted | +9.01% | +29.55% |
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