StockDriftsStockDriftsTop 50 Beacon Financial Planning, Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 13.8% | 54.6K | $35.6M | +11.42%(+5.59K) | $402.18(+85.43%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 10.27% | 46.0K | $26.5M | +19.52%(+7.50K) | $325.12(+119.83%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 8% | 43.1K | $20.7M | +10.96%(+4.26K) | $308.01(+57.63%) | 2026-03-31 | |
| FNDF | SCHWAB STRATEGIC TR | 7.84% | 413.7K | $20.2M | +26.36%(+86.30K) | $32.51(+64.73%) | 2026-03-31 | |
| IJH | ISHARES TR | 5.86% | 224.2K | $15.1M | +12.41%(+24.75K) | $48.56(+50.59%) | 2026-03-31 | |
| GTO | INVESCO ACTIVELY MANAGED EXC | 3.77% | 207.8K | $9.7M | +6.77%(+13.17K) | $46.15(+1.60%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 3.56% | 35.1K | $9.2M | +25.82%(+7.20K) | $213.91(+33.55%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 3.32% | 279.7K | $8.6M | +31.02%(+66.22K) | $27.12(+17.08%) | 2026-03-31 | |
| WELL | WELLTOWER INC | 3.26% | 42.6K | $8.4M | +41.89%(+12.59K) | $145.60(+51.19%) | 2026-03-31 | |
| TSLA | TESLA INC | 2.57% | 17.8K | $6.6M | +1.24%(+219) | $200.38(+122.22%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.09% | +48.50% |
| Top 20 Holdings Unweighted | +15.16% | +52.74% |
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