Top 50 Cdkv Holdings LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | 17.06% | 667.0K | $19.4M | -5.32%(-37.51K) | $32.26(+5.75%) | 2026-03-31 | |
| SCHV | SCHWAB STRATEGIC TR | 8.97% | 334.8K | $10.2M | +3.37%(+10.91K) | $29.38(+17.18%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 6.07% | 15.8K | $6.9M | +28.89%(+3.55K) | $79.82(+7.11%) | 2026-03-31 | |
| IEI | ISHARES TR | 2.88% | 27.7K | $3.3M | -8.99%(-2.74K) | $119.43(-1.94%) | 2026-03-31 | |
| IEF | ISHARES TR | 2.44% | 29.1K | $2.8M | +3.36%(+947) | $96.29(-2.26%) | 2026-03-31 | |
| SCHM | SCHWAB STRATEGIC TR | 2.36% | 87.0K | $2.7M | +3.85%(+3.23K) | $29.88(+20.38%) | 2026-03-31 | |
| ITA | ISHARES TR | 2.27% | 11.8K | $2.6M | +3.39%(+388) | $212.13(+17.00%) | 2026-03-31 | |
| VHT | VANGUARD WORLD FD | 2.23% | 9.3K | $2.5M | +4.17%(+373) | $273.98(+12.57%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 2.15% | 99.0K | $2.4M | +6.11%(+5.70K) | $23.70(+15.90%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.11% | 9.5K | $2.4M | -15.07%(-1.68K) | $263.24(+17.24%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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