StockDriftsStockDriftsTop 44 Family Legacy Financial Solutions, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB U.S. LARGE-CAP ETF | 15.15% | 725.4K | $18.7M | +1.30%(+9.28K) | $24.54(+16.15%) | 2026-03-31 | |
| AMD | ADVANCED MICRO DEVIC | 9.83% | 59.8K | $12.2M | -0.15%(-87) | $122.56(+189.87%) | 2026-03-31 | |
| USFR | WISDOMTREE FLOATING RATE TREASURY FUND | 8.57% | 210.7K | $10.6M | -35.29%(-114.91K) | $50.31(+0.13%) | 2026-03-31 | |
| SCHM | SCHWAB U.S. MID-CAP ETF | 8.03% | 317.7K | $9.9M | +18.07%(+48.63K) | $28.19(+22.12%) | 2026-03-31 | |
| LLY | ELI LILLY & CO COM | 6.68% | 8.7K | $8.3M | +0.65%(+56) | $801.65(+23.35%) | 2026-03-31 | |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | 5.55% | 66.6K | $6.9M | +23.61%(+12.73K) | $103.07(+0.44%) | 2026-03-31 | |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | 5.15% | 217.1K | $6.4M | +4.18%(+8.71K) | $24.82(+33.58%) | 2026-03-31 | |
| RVTY | REVVITY INC | 3.84% | 54.2K | $4.7M | +0.00%(+0) | $101.17(-8.77%) | 2026-03-31 | |
| DHR | DANAHER CORPORATION COM | 3.53% | 23.0K | $4.4M | -7.98%(-2.00K) | $201.69(-13.42%) | 2026-03-31 | |
| PANW | PALO ALTO NETWORKS INC COM | 3.26% | 25.1K | $4.0M | +122.44%(+13.83K) | $180.24(+2.08%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.35% | +20.30% |
| Top 20 Holdings Unweighted | +4.32% | +13.53% |
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