StockDriftsStockDriftsTop 50 D L Carlson Investment Group Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHB | SCHWAB STRATEGIC TR | 11.18% | 2.59M | $65.1M | -0.23%(-5.94K) | $15.84(+81.73%) | 2026-03-31 | |
| GVI | ISHARES TR | 9.32% | 508.1K | $54.2M | +8.86%(+41.36K) | $104.86(+1.11%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.83% | 87.8K | $22.3M | +0.51%(+443) | $52.83(+464.43%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 3.62% | 248.2K | $21.1M | +19.70%(+40.85K) | $69.15(+31.74%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.62% | 73.2K | $21.0M | -6.15%(-4.79K) | $62.65(+540.15%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.41% | 113.8K | $19.8M | +0.42%(+478) | $55.81(+322.43%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.79% | 43.8K | $16.2M | -12.64%(-6.35K) | $100.99(+305.40%) | 2026-03-31 | |
| AGG | ISHARES TR | 2.63% | 154.3K | $15.3M | -10.30%(-17.71K) | $100.66(-2.00%) | 2026-03-31 | |
| IGSB | ISHARES TR | 2.1% | 232.5K | $12.2M | +17.50%(+34.62K) | $51.41(+1.82%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.1% | 58.6K | $12.2M | -14.46%(-9.91K) | $91.90(+190.76%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +22.31% | +82.98% |
| Top 20 Holdings Unweighted | +23.76% | +89.56% |
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