StockDriftsStockDriftsTop 50 Campbell Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 32.92% | 15.78M | $366K | +208.85%(+10.67M) | — | 2024-12-31 | |
| AGG | ISHARES TR | 11.96% | 1.37M | $133K | +5.40%(+70.33K) | — | 2024-12-31 | |
| SCHI | SCHWAB STRATEGIC TR | 11.29% | 5.68M | $125K | +156.68%(+3.47M) | — | 2024-12-31 | |
| VUG | VANGUARD INDEX FDS | 7.13% | 193.0K | $79K | +1.53%(+2.91K) | — | 2024-12-31 | |
| DIA | SPDR DOW JONES INDL AVERAGE | 6.46% | 168.8K | $72K | +3.57%(+5.82K) | — | 2024-12-31 | |
| BSV | VANGUARD BD INDEX FDS | 6% | 863.3K | $67K | +76.55%(+374.31K) | — | 2024-12-31 | |
| XLI | SELECT SECTOR SPDR TR | 3.75% | 316.0K | $42K | +1.95%(+6.06K) | — | 2024-12-31 | |
| XLF | SELECT SECTOR SPDR TR | 3.29% | 756.3K | $37K | +1.11%(+8.31K) | — | 2024-12-31 | |
| IVV | ISHARES TR | 2.73% | 51.5K | $30K | +0.30%(+153) | — | 2024-12-31 | |
| SCHM | SCHWAB STRATEGIC TR | 2.3% | 922.9K | $26K | +212.88%(+627.94K) | — | 2024-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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