StockDriftsStockDriftsTop 50 Clear Retirement Advice LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHO | SCHWAB STRATEGIC TR | 11.4% | 598.1K | $14.5M | +1.60%(+9.43K) | $24.38(-0.96%) | 2026-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 10.08% | 281.3K | $12.8M | +0.56%(+1.57K) | $43.61(+15.28%) | 2026-03-31 | |
| ITOT | ISHARES TR | 9.34% | 83.5K | $11.9M | +1.83%(+1.50K) | $147.14(+10.09%) | 2026-03-31 | |
| TBLL | INVESCO EXCH TRADED FD TR II | 9.33% | 112.6K | $11.9M | +0.58%(+645) | $105.64(+0.08%) | 2026-03-31 | |
| VBR | VANGUARD INDEX FDS | 5.58% | 32.7K | $7.1M | +0.85%(+275) | $210.29(+9.38%) | 2026-03-31 | |
| IGSB | ISHARES TR | 5.49% | 133.0K | $7.0M | +0.15%(+200) | $52.95(-1.09%) | 2026-03-31 | |
| VBK | VANGUARD INDEX FDS | 4.41% | 18.6K | $5.6M | -0.40%(-74) | $299.86(+14.44%) | 2026-03-31 | |
| SGOL | ETFS GOLD TR | 4.26% | 121.7K | $5.4M | +1.69%(+2.02K) | $39.01(+14.48%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 4.12% | 97.0K | $5.2M | -0.22%(-215) | $53.97(+11.06%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 3.55% | 79.9K | $4.5M | +3.33%(+2.58K) | $56.09(+7.29%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +1.24% | +3.76% |
| Top 20 Holdings Unweighted | +3.01% | +9.32% |
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