StockDriftsStockDriftsTop 50 Defined Financial Planning Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | 11.77% | 436.3K | $14.2M | +11.38%(+44.57K) | $27.55(+20.10%) | 2025-09-30 | |
| DGRW | WISDOMTREE TR | 7.82% | 105.7K | $9.4M | -15.04%(-18.72K) | $82.57(+9.49%) | 2025-09-30 | |
| JVAL | J P MORGAN EXCHANGE TRADED F | 6.2% | 155.6K | $7.5M | -3.81%(-6.17K) | $43.08(+15.56%) | 2025-09-30 | |
| DDWM | WISDOMTREE TR | 5.76% | 164.9K | $6.9M | +3146.21%(+159.80K) | $40.58(+7.46%) | 2025-09-30 | |
| AGGY | WISDOMTREE TR | 5.58% | 152.0K | $6.7M | +10.20%(+14.07K) | $43.80(+0.70%) | 2025-09-30 | |
| SECT | NORTHERN LTS FD TR IV | 5.43% | 102.7K | $6.5M | -11.67%(-13.57K) | $55.27(+18.32%) | 2025-09-30 | |
| SPDW | SPDR INDEX SHS FDS | 5.01% | 138.9K | $6.0M | -2.25%(-3.20K) | $35.72(+24.87%) | 2025-09-30 | |
| XSOE | WISDOMTREE TR | 4.37% | 136.2K | $5.3M | -4.94%(-7.07K) | $32.22(+21.58%) | 2025-09-30 | |
| DON | WISDOMTREE TR | 3.52% | 81.6K | $4.2M | +24.81%(+16.22K) | $51.56(+1.43%) | 2025-09-30 | |
| USMF | WISDOMTREE TR | 3.46% | 80.3K | $4.2M | -23.79%(-25.05K) | $50.35(+3.12%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.68% | +12.26% |
| Top 20 Holdings Unweighted | +16.94% | +12.45% |
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