StockDriftsStockDriftsTop 50 Burkett Financial Services, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHD | Schwab US Dividend Equity ETF | 18.11% | 1.72M | $52.9M | -0.17%(-2.94K) | $24.89(+27.31%) | 2026-03-31 | |
| SCHG | Schwab US Large Cap Growth ETF | 16.3% | 1.63M | $47.6M | +2.06%(+32.90K) | $19.82(+67.59%) | 2026-03-31 | |
| DBEF | MSCI EAFA Hedged Dollar ETF | 8.37% | 494.4K | $24.4M | -1.09%(-5.46K) | $36.46(+40.82%) | 2026-03-31 | |
| VEA | Vanguard FTSE Developed Markets ETF | 8.31% | 378.3K | $24.2M | -2.07%(-8.00K) | $46.24(+49.19%) | 2026-03-31 | |
| CPSL | Calamos S&P Structured ALT ETF (Blended) | 6.91% | 740.3K | $20.2M | +2.76%(+19.86K) | $25.43(+9.12%) | 2026-03-31 | |
| EAGL | Eagle Capital Select Equity ETF | 6.75% | 647.6K | $19.7M | +0.00%(+0) | $26.94(+21.67%) | 2026-03-31 | |
| EEMV | iShares MSCI Min Vol Emerging Markets ETF | 6.42% | 289.5K | $18.7M | +0.62%(+1.79K) | $55.45(+28.96%) | 2026-03-31 | |
| IJH | iShares S&P 400 Mid Index | 5.99% | 259.0K | $17.5M | -0.77%(-2.02K) | $53.81(+36.17%) | 2026-03-31 | |
| IJR | iShares S&P 600 Small Cap Index | 3.5% | 82.2K | $10.2M | -0.46%(-381) | $103.47(+33.48%) | 2026-03-31 | |
| LOAR | Loar Holdings Inc | 2.45% | 125.0K | $7.2M | +0.00%(+0) | $76.07(-24.12%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.23% | +41.35% |
| Top 20 Holdings Unweighted | +12.72% | +43.22% |
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