StockDriftsStockDriftsTop 50 Black Diamond Financial, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MGV | VANGUARD WORLD FD | 11.66% | 737.3K | $106.9M | -5.11%(-39.69K) | $104.33(+48.72%) | 2026-03-31 | |
| MGK | VANGUARD WORLD FD | 8.36% | 208.5K | $76.6M | -5.36%(-11.81K) | $50.02(+77.34%) | 2026-03-31 | |
| AGG | ISHARES TR | 4.87% | 449.6K | $44.6M | +5.34%(+22.79K) | $98.62(+0.05%) | 2026-03-31 | |
| SCHV | SCHWAB STRATEGIC TR | 4.7% | 1.41M | $43.0M | +3.29%(+44.88K) | $24.52(+33.92%) | 2026-03-31 | |
| SPTI | SPDR SERIES TRUST | 4.65% | 1.49M | $42.6M | +4.85%(+68.72K) | $28.41(-0.06%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 4.01% | 1.26M | $36.7M | +7.57%(+88.66K) | $23.28(+47.42%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 3.23% | 67.9K | $29.6M | -26.20%(-24.10K) | $54.03(+61.96%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 3.03% | 1.12M | $27.8M | +3.36%(+36.46K) | $19.66(+38.88%) | 2026-03-31 | |
| MGC | VANGUARD WORLD FD | 2.89% | 112.1K | $26.5M | -0.88%(-1.00K) | $143.88(+89.88%) | 2026-03-31 | |
| FREL | FIDELITY COVINGTON TRUST | 2.43% | 827.3K | $22.3M | +9.89%(+74.46K) | $27.87(+4.48%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.90% | +43.89% |
| Top 20 Holdings Unweighted | +12.22% | +41.33% |
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