StockDriftsStockDriftsTop 50 Creekside Partners Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHF | SCHWAB STRATEGIC TR | 5.34% | 523.8K | $13.0M | -4.43%(-24.25K) | $19.52(+39.90%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.88% | 37.1K | $9.4M | -1.91%(-722) | $193.50(+54.45%) | 2026-03-31 | |
| SCHA | SCHWAB STRATEGIC TR | 3.78% | 315.9K | $9.2M | -1.18%(-3.76K) | $24.47(+35.22%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.55% | 134.7K | $8.6M | +14.39%(+16.95K) | $51.83(+36.26%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 3.27% | 27.7K | $8.0M | +2.75%(+740) | $62.00(+24.25%) | 2026-03-31 | |
| SCHB | SCHWAB STRATEGIC TR | 3.27% | 316.1K | $7.9M | +1.87%(+5.81K) | $21.21(+34.67%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 3.04% | 28.2K | $7.4M | +1.14%(+319) | $224.22(+27.41%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 2.75% | 31.1K | $6.7M | -3.68%(-1.19K) | $182.60(+25.23%) | 2026-03-31 | |
| VBR | VANGUARD INDEX FDS | 2.61% | 29.2K | $6.3M | +2.48%(+707) | $188.13(+22.27%) | 2026-03-31 | |
| SCHM | SCHWAB STRATEGIC TR | 2.29% | 179.8K | $5.6M | +2.38%(+4.17K) | $27.33(+26.14%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.06% | +36.97% |
| Top 20 Holdings Unweighted | +10.43% | +34.68% |
Sign up free to track Creekside Partners, compare funds side by side, and get alerts the moment positions change.