StockDriftsStockDriftsTop 50 Capasso Planning Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 18.38% | 52.4K | $34.1M | -5.97%(-3.33K) | $453.32(+64.29%) | 2026-03-31 | |
| SPTM | SPDR SERIES TRUST | 9.07% | 212.7K | $16.8M | +8.35%(+16.38K) | $60.15(+50.51%) | 2026-03-31 | |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 7.39% | 405.4K | $13.7M | +11.49%(+41.80K) | $33.05(+10.58%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 6.75% | 195.3K | $12.5M | +6.46%(+11.85K) | $51.48(+37.54%) | 2026-03-31 | |
| SPTI | SPDR SERIES TRUST | 6.35% | 410.3K | $11.8M | +5.37%(+20.92K) | $29.79(-5.04%) | 2026-03-31 | |
| SLYV | SPDR SERIES TRUST | 5.06% | 99.2K | $9.4M | +8.14%(+7.46K) | $83.30(+29.72%) | 2026-03-31 | |
| FTSM | FIRST TR EXCHANGE-TRADED FD | 4.49% | 139.2K | $8.3M | +9.20%(+11.72K) | $59.78(-0.02%) | 2026-03-31 | |
| SHY | ISHARES TR | 3.33% | 74.7K | $6.2M | +4.86%(+3.46K) | $82.23(-0.35%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 2.96% | 66.2K | $5.5M | +3.91%(+2.49K) | $89.76(-8.26%) | 2026-03-31 | |
| AVEM | AMERICAN CENTY ETF TR | 2.84% | 65.3K | $5.3M | +4.04%(+2.54K) | $61.52(+50.25%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.21% | +41.28% |
| Top 20 Holdings Unweighted | +10.46% | +34.76% |
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