StockDriftsStockDriftsTop 50 Code Waechter Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | 10.26% | 592.5K | $17.3M | +7.68%(+42.23K) | $27.28(+21.77%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 8.26% | 326.7K | $13.9M | +10.34%(+30.61K) | $37.37(+24.85%) | 2026-03-31 | |
| SGOV | ISHARES TR | 6.92% | 115.7K | $11.7M | +5.04%(+5.56K) | $100.68(-0.24%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 6.54% | 42.0K | $11.0M | +10.71%(+4.07K) | $234.95(+22.02%) | 2026-03-31 | |
| VIOV | VANGUARD ADMIRAL FDS INC | 4.6% | 76.1K | $7.7M | +3.29%(+2.42K) | $85.49(+29.89%) | 2026-03-31 | |
| VIOG | VANGUARD ADMIRAL FDS INC | 4.06% | 54.9K | $6.8M | +10.10%(+5.04K) | $112.05(+25.65%) | 2026-03-31 | |
| SCHR | SCHWAB STRATEGIC TR | 3.2% | 216.0K | $5.4M | +5.15%(+10.57K) | $24.85(-0.57%) | 2026-03-31 | |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | 2.97% | 158.2K | $5.0M | new | $31.75(+11.02%) | 2026-03-31 | |
| BALT | INNOVATOR ETFS TRUST | 2.77% | 139.4K | $4.7M | +7.94%(+10.26K) | $31.85(+6.77%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 2.68% | 176.2K | $4.5M | -0.19%(-337) | $22.04(+29.33%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.56% | +14.32% |
| Top 20 Holdings Unweighted | +4.10% | +12.83% |
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