StockDriftsStockDriftsTop 50 Cra Financial Services, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 6.61% | 200.5K | $50.9M | -0.65%(-1.32K) | $61.98(+358.49%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 4.73% | 1.19M | $36.5M | +1.14%(+13.34K) | $22.89(+38.47%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 3.92% | 1.04M | $30.2M | +2.54%(+25.64K) | $15.02(+121.19%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.68% | 136.2K | $28.4M | +0.68%(+920) | $102.43(+167.06%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 3.22% | 43.0K | $24.8M | +0.66%(+281) | $238.79(+185.45%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3% | 132.4K | $23.1M | +0.88%(+1.16K) | $46.19(+325.43%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 2.72% | 65.3K | $21.0M | +34.48%(+16.75K) | $319.73(+11.65%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.61% | 30.7K | $20.1M | +5.38%(+1.57K) | $372.37(+95.23%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.55% | 68.2K | $19.6M | +0.35%(+236) | $72.52(+435.64%) | 2026-03-31 | |
| DGRW | WISDOMTREE TR | 2.48% | 217.1K | $19.1M | +12.40%(+23.94K) | $74.76(+25.71%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.44% | +57.86% |
| Top 20 Holdings Unweighted | +17.57% | +62.52% |
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