StockDriftsStockDriftsTop 50 Dodds Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VCIT | VANGUARD SCOTTSDALE FDS | 13.92% | 685.1K | $56.7M | +5.15%(+33.55K) | $79.75(+3.25%) | 2026-03-31 | |
| SPIB | SPDR SERIES TRUST | 13.8% | 1.68M | $56.2M | +5.42%(+86.16K) | $32.72(+1.96%) | 2026-03-31 | |
| IGIB | ISHARES TR | 11.62% | 889.2K | $47.3M | +6.03%(+50.53K) | $51.18(+3.47%) | 2026-03-31 | |
| GOVT | ISHARES TR | 11.2% | 1.99M | $45.6M | -0.80%(-15.96K) | $22.99(-1.29%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 10.86% | 101.3K | $44.3M | -1.41%(-1.45K) | $66.24(+29.07%) | 2026-03-31 | |
| SCHV | SCHWAB STRATEGIC TR | 7.79% | 1.04M | $31.8M | -2.08%(-22.14K) | $24.66(+39.61%) | 2026-03-31 | |
| SCHB | SCHWAB STRATEGIC TR | 6.21% | 1.01M | $25.3M | +2.35%(+23.10K) | $21.38(+35.04%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 5.03% | 34.3K | $20.5M | +2.17%(+728) | $459.19(+49.14%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 3.24% | 171.1K | $13.2M | -0.98%(-1.69K) | $58.95(+43.91%) | 2026-03-31 | |
| JMUB | J P MORGAN EXCHANGE TRADED F | 2.48% | 202.2K | $10.1M | +53.70%(+70.65K) | $50.40(+0.30%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.70% | +18.10% |
| Top 20 Holdings Unweighted | +8.51% | +27.76% |
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