StockDriftsStockDriftsTop 45 Carlsbad Wealth Advisory Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 15.03% | 445.2K | $23.3M | — | — | — | 2023-06-30 |
| SCHG | SCHWAB STRATEGIC TR | 13.65% | 282.4K | $21.2M | — | — | — | 2023-06-30 |
| SCHV | SCHWAB STRATEGIC TR | 11.26% | 260.2K | $17.5M | — | — | — | 2023-06-30 |
| VEA | VANGUARD TAX-MANAGED FDS | 9.77% | 328.1K | $15.2M | — | — | — | 2023-06-30 |
| SCHP | SCHWAB STRATEGIC TR | 6.58% | 194.5K | $10.2M | — | — | — | 2023-06-30 |
| BIV | VANGUARD BD INDEX FDS | 6.06% | 125.0K | $9.4M | — | — | — | 2023-06-30 |
| BSV | VANGUARD BD INDEX FDS | 4.89% | 100.5K | $7.6M | — | — | — | 2023-06-30 |
| SCHA | SCHWAB STRATEGIC TR | 4.09% | 144.7K | $6.3M | — | — | — | 2023-06-30 |
| SCHF | SCHWAB STRATEGIC TR | 3.15% | 137.2K | $4.9M | — | — | — | 2023-06-30 |
| HD | HOME DEPOT INC | 3.05% | 15.3K | $4.7M | — | — | — | 2023-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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