StockDriftsStockDriftsTop 50 Cadia Private Client LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 13.07% | 27.0K | $16.1M | -0.35%(-94) | $619.76(+10.50%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 10.12% | 21.6K | $12.5M | -2.74%(-610) | $607.34(+17.33%) | 2026-03-31 | |
| SCHR | SCHWAB STRATEGIC TR | 8.29% | 410.4K | $10.2M | +0.09%(+371) | $25.10(-2.05%) | 2026-03-31 | |
| ITOT | ISHARES TR | 7.27% | 62.9K | $9.0M | -6.66%(-4.49K) | $147.17(+11.27%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 4.68% | 188.0K | $5.8M | -2.71%(-5.23K) | $27.36(+18.36%) | 2026-03-31 | |
| DGRO | ISHARES TR | 4.5% | 78.9K | $5.5M | -3.13%(-2.55K) | $68.75(+12.38%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 3.83% | 103.5K | $4.7M | +1.52%(+1.55K) | $46.14(-1.44%) | 2026-03-31 | |
| AGG | ISHARES TR | 3.75% | 46.5K | $4.6M | -6.39%(-3.18K) | $100.06(-1.45%) | 2026-03-31 | |
| SHV | ISHARES TR | 3.46% | 38.6K | $4.3M | -0.73%(-282) | $110.32(-0.21%) | 2026-03-31 | |
| TFLO | ISHARES TR | 3.45% | 84.0K | $4.3M | -0.29%(-243) | $50.52(-0.01%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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