StockDriftsStockDriftsTop 50 Capital Squared Financial LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHV | SCHWAB STRATEGIC TR | 7.51% | 322.6K | $9.8M | +5.46%(+16.72K) | $27.38(+19.93%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 7.29% | 372.1K | $9.5M | -0.41%(-1.52K) | $23.52(+24.01%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 7% | 314.5K | $9.2M | -0.12%(-379) | $27.61(+24.29%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 5.76% | 13.1K | $7.5M | -2.24%(-299) | $526.74(+35.69%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.8% | 14.4K | $3.7M | +0.24%(+35) | $216.17(+38.26%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 2.77% | 61.0K | $3.6M | +78.10%(+26.74K) | $59.85(-1.45%) | 2026-03-31 | |
| VV | VANGUARD INDEX FDS | 2.73% | 12.0K | $3.6M | +2.05%(+241) | $272.55(+25.22%) | 2026-03-31 | |
| IJH | ISHARES TR | 2.7% | 52.4K | $3.5M | -1.65%(-881) | $61.36(+19.18%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 2.68% | 8.0K | $3.5M | +2.54%(+199) | $68.61(+27.55%) | 2026-03-31 | |
| VGK | VANGUARD INTL EQUITY INDEX F | 2.36% | 37.5K | $3.1M | +3.79%(+1.37K) | $77.54(+12.97%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.27% | +26.92% |
| Top 20 Holdings Unweighted | +9.19% | +30.17% |
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