StockDriftsStockDriftsTop 50 Capital Advantage, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VCIT | VANGUARD SCOTTSDALE FDS | 10.53% | 973.2K | $80.5M | -3.01%(-30.18K) | $80.21(+2.87%) | 2026-03-31 | |
| CGMS | CAPITAL GRP FIXED INCM ETF T | 8.89% | 2.50M | $68.0M | +8.26%(+190.61K) | $27.48(-0.02%) | 2026-03-31 | |
| FNDF | SCHWAB STRATEGIC TR | 7.07% | 1.11M | $54.1M | +0.15%(+1.63K) | $31.50(+65.29%) | 2026-03-31 | |
| VYMI | VANGUARD WHITEHALL FDS | 5.1% | 414.2K | $39.0M | +1.02%(+4.16K) | $67.42(+45.97%) | 2026-03-31 | |
| VIGI | VANGUARD WHITEHALL FDS | 5.04% | 435.7K | $38.5M | +1.02%(+4.42K) | $69.50(+32.66%) | 2026-03-31 | |
| ICSH | ISHARES TR | 4.84% | 731.9K | $37.0M | +1.89%(+13.55K) | $50.64(-0.33%) | 2026-03-31 | |
| MGV | VANGUARD WORLD FD | 3.75% | 197.7K | $28.7M | +0.23%(+459) | $78.24(+95.20%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 3.5% | 872.5K | $26.8M | -0.41%(-3.56K) | $17.80(+78.05%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 3.3% | 117.2K | $25.2M | +0.21%(+246) | $118.41(+93.30%) | 2026-03-31 | |
| VHT | VANGUARD WORLD FD | 3.17% | 89.1K | $24.3M | +1.23%(+1.08K) | $132.18(+105.90%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.79% | +25.23% |
| Top 20 Holdings Unweighted | +10.58% | +35.22% |
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