StockDriftsStockDriftsTop 50 Blake Schutter Theil Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FELC | FIDELITY COVINGTON TRUST | 14% | 473.6K | $17.2M | -1.40%(-6.74K) | $37.72(+10.07%) | 2026-03-31 | |
| SCHR | SCHWAB STRATEGIC TR | 7.14% | 351.8K | $8.8M | -0.30%(-1.05K) | $24.86(-0.74%) | 2026-03-31 | |
| SCHK | SCHWAB STRATEGIC TR | 4.85% | 190.1K | $6.0M | -24.01%(-60.05K) | $26.91(+32.50%) | 2026-03-31 | |
| IJH | ISHARES TR | 4.19% | 76.1K | $5.1M | +7.54%(+5.33K) | $60.91(+20.06%) | 2026-03-31 | |
| HDV | ISHARES TR | 3.84% | 34.7K | $4.7M | +1.99%(+677) | $24.00(+13.27%) | 2026-03-31 | |
| DIVB | ISHARES TR | 3.58% | 81.3K | $4.4M | +2.01%(+1.60K) | $51.33(+13.49%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 3% | 24.9K | $3.7M | +6.28%(+1.47K) | $129.59(+20.11%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.53% | 12.2K | $3.1M | -0.39%(-48) | $214.29(+39.47%) | 2026-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 2.31% | 37.7K | $2.8M | +569.34%(+32.09K) | $73.72(+12.53%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1.97% | 5.0K | $2.4M | +0.28%(+14) | $433.69(+11.95%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.62% | +24.64% |
| Top 20 Holdings Unweighted | +9.13% | +29.97% |
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