StockDriftsStockDriftsTop 32 Financial Planning Fort Collins, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPTM | SPDR SERIES TRUST | 21.53% | 317.5K | $27.5M | +2.65%(+8.20K) | $81.55(+10.22%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 18.52% | 113.8K | $23.7M | -0.02%(-28) | $186.54(+21.06%) | 2026-03-31 | |
| SPAB | SPDR SERIES TRUST | 10.45% | 520.9K | $13.4M | +15.19%(+68.70K) | $25.78(-1.34%) | 2026-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 9.7% | 255.9K | $12.4M | +7.93%(+18.79K) | $43.71(+15.02%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 5.95% | 21.6K | $7.6M | +2.71%(+569) | $331.62(+9.98%) | 2026-03-31 | |
| MUB | ISHARES TR | 4.59% | 54.7K | $5.9M | -5.38%(-3.11K) | $106.80(-0.15%) | 2026-03-31 | |
| SPEM | SPDR INDEX SHS FDS | 4.36% | 108.9K | $5.6M | +7.76%(+7.84K) | $46.81(+11.55%) | 2026-03-31 | |
| VV | VANGUARD INDEX FDS | 2.6% | 10.1K | $3.3M | +7.44%(+702) | $311.02(+9.73%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 2.59% | 11.7K | $3.3M | +8.10%(+875) | $256.40(+11.42%) | 2026-03-31 | |
| USRT | ISHARES TR | 2.56% | 51.4K | $3.3M | new | $58.07(+11.63%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -9.33% | -25.46% |
| Top 20 Holdings Unweighted | -8.89% | -24.37% |
Sign up free to track Financial Planning Fort Collins, LLC, compare funds side by side, and get alerts the moment positions change.