StockDriftsStockDriftsTop 50 Cedar Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 18.77% | 201.1K | $64.5M | +0.00%(+0) | $140.08(+162.27%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 12.84% | 1.44M | $44.1M | -0.51%(-7.44K) | $23.92(+32.93%) | 2026-03-31 | |
| XLG | INVESCO EXCHANGE TRADED FD T | 9.24% | 582.0K | $31.8M | +2.54%(+14.39K) | $42.16(+52.34%) | 2026-03-31 | |
| IDHQ | INVESCO EXCH TRADED FD TR II | 8.46% | 821.9K | $29.1M | +0.19%(+1.54K) | $27.51(+46.93%) | 2026-03-31 | |
| ESGV | VANGUARD WORLD FD | 6.61% | 202.3K | $22.7M | -0.05%(-93) | $77.59(+69.71%) | 2026-03-31 | |
| SPGP | INVESCO EXCHANGE TRADED FD T | 3.85% | 122.8K | $13.2M | -3.32%(-4.21K) | $84.84(+37.96%) | 2026-03-31 | |
| SGOV | ISHARES TR | 3.6% | 122.9K | $12.4M | +3284.58%(+119.30K) | $100.53(-0.01%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 3.42% | 302.3K | $11.7M | +0.00%(+0) | $24.91(+74.59%) | 2026-03-31 | |
| PM | PHILIP MORRIS INTL INC | 3.37% | 70.1K | $11.6M | +0.10%(+67) | $90.62(+111.72%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 2.7% | 15.5K | $9.3M | +4.49%(+667) | $508.78(+35.17%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.37% | +49.60% |
| Top 20 Holdings Unweighted | +13.21% | +45.08% |
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