StockDriftsStockDriftsTop 50 Cooper/Haims Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHE | SCHWAB STRATEGIC TR | 16.36% | 1.06M | $34.8M | -11.03%(-130.83K) | $26.88(+35.41%) | 2026-03-31 | |
| VGK | VANGUARD INTL EQUITY INDEX F | 10.99% | 283.4K | $23.4M | +0.88%(+2.47K) | $56.59(+54.57%) | 2026-03-31 | |
| IVV | ISHARES TR | 8.6% | 28.0K | $18.3M | -1.17%(-330) | $327.52(+129.47%) | 2026-03-31 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 7.17% | 323.6K | $15.2M | -0.14%(-439) | $46.56(+0.44%) | 2026-03-31 | |
| REET | ISHARES TR | 6.97% | 589.2K | $14.8M | +4.70%(+26.46K) | $25.52(+6.82%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 5.09% | 421.8K | $10.8M | -2.14%(-9.24K) | $11.96(+145.86%) | 2026-03-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 4.47% | 197.6K | $9.5M | +1.80%(+3.49K) | $49.49(-3.09%) | 2026-03-31 | |
| VTEB | VANGUARD MUN BD FDS | 3.8% | 161.9K | $8.1M | -2.81%(-4.68K) | $49.54(+1.04%) | 2026-03-31 | |
| PAYX | PAYCHEX INC | 3.41% | 78.6K | $7.2M | +0.06%(+50) | $96.64(-8.08%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.74% | 23.0K | $5.8M | +0.92%(+210) | $98.27(+203.45%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.83% | +39.84% |
| Top 20 Holdings Unweighted | +14.37% | +49.59% |
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