StockDriftsStockDriftsTop 50 Charter Capital Management, LLC\DE Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IJH | ISHARES TR | 30.54% | 903.2K | $61.0M | +1.86%(+16.50K) | $60.38(+21.11%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 15.27% | 205.9K | $30.5M | +2.19%(+4.42K) | $131.51(+18.35%) | 2026-03-31 | |
| PRF | INVESCO EXCHANGE TRADED FD T | 14.16% | 595.2K | $28.3M | +1.54%(+9.01K) | $41.41(+27.12%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 7.58% | 388.3K | $15.1M | -0.52%(-2.01K) | $33.22(+25.34%) | 2026-03-31 | |
| FDRR | FIDELITY COVINGTON TRUST | 4% | 135.7K | $8.0M | -0.30%(-406) | $52.10(+23.81%) | 2026-03-31 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 3.56% | 176.8K | $7.1M | +3.69%(+6.29K) | $38.23(+21.17%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 2.44% | 8.2K | $4.9M | +2.96%(+234) | $548.04(+24.52%) | 2026-03-31 | |
| AGG | ISHARES TR | 1.94% | 39.0K | $3.9M | +4.76%(+1.77K) | $99.04(-0.38%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 1.32% | 12.2K | $2.6M | -0.26%(-32) | $198.40(+15.26%) | 2026-03-31 | |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | 1.12% | 76.2K | $2.2M | +6.04%(+4.34K) | $26.49(+26.64%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.66% | +46.82% |
| Top 20 Holdings Unweighted | +18.17% | +65.01% |
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