StockDriftsStockDriftsTop 46 Envision Financial Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 12.54% | 39.0K | $23.3M | -1.45%(-573) | $550.04(+20.95%) | 2026-03-31 | |
| FNDX | SCHWAB STRATEGIC TR | 9.65% | 644.2K | $17.9M | -1.72%(-11.24K) | $24.03(+25.62%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 8.23% | 618.1K | $15.3M | -1.99%(-12.54K) | $20.01(+33.17%) | 2026-03-31 | |
| USFR | WISDOMTREE TR | 7.73% | 285.4K | $14.4M | -15.44%(-52.09K) | $50.29(+0.18%) | 2026-03-31 | |
| UITB | VICTORY PORTFOLIOS II | 6.94% | 274.4K | $12.9M | +19.17%(+44.15K) | $47.06(-0.44%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 6.64% | 481.6K | $12.3M | -1.19%(-5.81K) | $22.90(+24.45%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 5.06% | 113.7K | $9.4M | +2.94%(+3.24K) | $82.57(-0.07%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 4.43% | 28.7K | $8.2M | +0.95%(+269) | $67.02(+15.93%) | 2026-03-31 | |
| RDVY | FIRST TR EXCHANGE-TRADED FD | 4.11% | 111.8K | $7.6M | +8.32%(+8.59K) | $62.34(+19.49%) | 2026-03-31 | |
| EMXC | ISHARES INC | 3.12% | 73.7K | $5.8M | -5.56%(-4.33K) | $58.82(+59.41%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.60% | +14.46% |
| Top 20 Holdings Unweighted | +4.47% | +14.03% |
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