StockDriftsStockDriftsTop 50 Cathy Pareto & Associates, Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHV | SCHWAB STRATEGIC TR | 6.41% | 313.0K | $9.5M | +27.33%(+67.18K) | $27.69(+17.54%) | 2026-03-31 | |
| AAPL | APPLE INC | 5.94% | 34.9K | $8.8M | +0.69%(+239) | $241.40(+17.72%) | 2026-03-31 | |
| OPPE | WISDOMTREE TR | 5.37% | 149.1K | $8.0M | +10.29%(+13.91K) | $43.19(+31.06%) | 2026-03-31 | |
| SCHM | SCHWAB STRATEGIC TR | 4.63% | 223.0K | $6.9M | +14.06%(+27.48K) | $28.13(+22.39%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 4.19% | 23.8K | $6.2M | +7.12%(+1.58K) | $240.15(+19.38%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 4.17% | 122.7K | $6.2M | +4.09%(+4.82K) | $50.55(-0.17%) | 2026-03-31 | |
| COWZ | PACER FDS TR | 4.11% | 98.0K | $6.1M | -5.74%(-5.97K) | $57.16(+11.38%) | 2026-03-31 | |
| HEDJ | WISDOMTREE TR | 3.49% | 99.6K | $5.2M | +6.27%(+5.87K) | $46.11(+18.48%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 3.21% | 186.5K | $4.8M | +8.45%(+14.54K) | $23.20(+22.87%) | 2026-03-31 | |
| VOE | VANGUARD INDEX FDS | 3.14% | 25.4K | $4.7M | -7.93%(-2.19K) | $165.09(+17.35%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.39% | +17.05% |
| Top 20 Holdings Unweighted | +5.79% | +18.39% |
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