StockDriftsStockDriftsTop 50 CFG Wealth Management Services, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHZ | SCHWAB U.S. AGGREGATE BOND ETF | 12.46% | 572.5K | $13.7M | +2.48%(+13.88K) | $23.42(-1.57%) | 2026-03-31 | |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 8.22% | 369.1K | $9.1M | -0.15%(-562) | $23.66(+16.10%) | 2026-03-31 | |
| SCHB | SCHWAB U.S. BROAD MARKETETF | 7.17% | 313.5K | $7.9M | +0.73%(+2.27K) | $25.97(+11.18%) | 2026-03-31 | |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | 6.4% | 94.7K | $7.1M | +1.41%(+1.31K) | $72.45(+5.91%) | 2026-03-31 | |
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES | 5.95% | 84.7K | $6.6M | +0.00%(+0) | $74.22(-1.50%) | 2026-03-31 | |
| SCYB | SCHWAB HIGH YIELD BOND ETF | 5.4% | 228.1K | $6.0M | +2.99%(+6.62K) | $26.56(-1.82%) | 2026-03-31 | |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | 4.78% | 159.8K | $5.3M | -0.08%(-131) | $33.06(+8.44%) | 2026-03-31 | |
| SCHO | SCHWAB SHORT-TERM U.S. TREASURY ETF | 4.51% | 206.5K | $5.0M | +1.47%(+2.99K) | $24.38(-1.21%) | 2026-03-31 | |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | 3.98% | 154.5K | $4.4M | +0.75%(+1.15K) | $28.19(+23.85%) | 2026-03-31 | |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | 3.96% | 143.1K | $4.4M | -0.40%(-573) | $29.36(+17.27%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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