StockDriftsStockDriftsTop 50 Cassady Wealth & Retirement Planning, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES TR | 7.25% | 139.1K | $14.0M | +64.74%(+54.68K) | $100.53(-0.09%) | 2026-03-31 | |
| PAPR | INNOVATOR ETFS TRUST | 4.52% | 210.1K | $8.7M | +94.55%(+102.08K) | $39.09(+8.16%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 4.47% | 186.2K | $8.6M | +18.28%(+28.77K) | $42.87(+14.17%) | 2026-03-31 | |
| PFEB | INNOVATOR ETFS TRUST | 4.21% | 192.6K | $8.1M | +50.18%(+64.36K) | $40.27(+6.86%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.91% | 109.7K | $7.5M | +14.21%(+13.64K) | $61.45(+15.22%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 3.23% | 189.8K | $6.2M | +2.95%(+5.44K) | $32.23(+5.88%) | 2026-03-31 | |
| PMAR | INNOVATOR ETFS TRUST | 2.98% | 122.8K | $5.8M | +36.22%(+32.66K) | $44.52(+7.24%) | 2026-03-31 | |
| LVHI | LEGG MASON ETF INVT | 2.81% | 132.5K | $5.4M | +4.16%(+5.30K) | $35.90(+14.34%) | 2026-03-31 | |
| DIVO | AMPLIFY ETF TR | 2.51% | 105.7K | $4.8M | +29.79%(+24.26K) | $44.57(+4.18%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 2.39% | 62.7K | $4.6M | -6.04%(-4.03K) | $74.22(-1.50%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -1.84% | -5.41% |
| Top 20 Holdings Unweighted | -1.43% | -4.22% |
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