StockDriftsStockDriftsTop 50 Carlton Hofferkamp & Jenks Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| RSP | INVESCO EXCHANGE TRADED FD T | 8.14% | 120.9K | $24.4M | -4.79%(-6.09K) | $86.61(+134.29%) | 2026-03-31 | |
| SCHB | SCHWAB STRATEGIC TR | 7.81% | 847.4K | $23.4M | -1.07%(-9.15K) | $17.16(+66.41%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 6.78% | 28.4K | $20.3M | -2.20%(-640) | $279.64(+165.45%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 4.55% | 38.6K | $13.6M | +0.14%(+54) | $175.28(+108.08%) | 2026-03-31 | |
| VV | VANGUARD INDEX FDS | 3.45% | 31.5K | $10.3M | +0.70%(+220) | $140.07(+143.66%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 3.1% | 111.3K | $9.3M | +533.95%(+93.73K) | $74.72(+17.12%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.07% | 34.4K | $9.2M | -14.18%(-5.68K) | $31.12(+860.38%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 2.87% | 58.0K | $8.6M | -43.22%(-44.18K) | $59.14(+156.28%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 2.86% | 13.0K | $8.6M | +7.11%(+863) | $489.08(+39.53%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.37% | 20.3K | $7.1M | -10.11%(-2.28K) | $33.96(+1085.70%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.00% | +44.30% |
| Top 20 Holdings Unweighted | +13.16% | +44.91% |
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