StockDriftsStockDriftsTop 50 Capital Planning LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | 14.37% | 67.6K | $44.2M | +1.32%(+883) | $396.54(+88.06%) | 2026-03-31 | |
| SCHG | Schwab US Large-Cap Growth ETF | 8.59% | 906.3K | $26.4M | +14.88%(+117.40K) | $17.67(+94.27%) | 2026-03-31 | |
| MSFT | Microsoft Corp | 6.49% | 53.9K | $20.0M | -2.73%(-1.51K) | $277.18(+46.19%) | 2026-03-31 | |
| DGRO | iShares Core Dividend Growth ETF | 5.9% | 258.3K | $18.1M | +8.09%(+19.32K) | $46.43(+57.60%) | 2026-03-31 | |
| VV | Vanguard Large-Cap ETF | 3.96% | 40.7K | $12.2M | +11.28%(+4.13K) | $213.84(+59.60%) | 2026-03-31 | |
| VO | Vanguard Mid-Cap ETF | 3.72% | 39.9K | $11.4M | +16.34%(+5.60K) | $54.75(+40.72%) | 2026-03-31 | |
| VGT | Vanguard Information Technology ETF | 3.57% | 15.7K | $11.0M | -4.94%(-819) | $41.98(+170.24%) | 2026-03-31 | |
| VB | Vanguard Small-Cap ETF | 3.56% | 41.7K | $10.9M | -7.26%(-3.27K) | $187.45(+52.40%) | 2026-03-31 | |
| USMV | iShares MSCI USA Min Vol Factor ETF | 3.46% | 114.8K | $10.6M | -1.39%(-1.62K) | $70.45(+33.86%) | 2026-03-31 | |
| MGV | Vanguard Mega Cap Value ETF | 3.35% | 71.1K | $10.3M | +14.21%(+8.84K) | $103.06(+50.56%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.34% | +53.44% |
| Top 20 Holdings Unweighted | +13.59% | +46.55% |
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