StockDriftsStockDriftsTop 50 Financial Planning Hawaii, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 9.35% | 62.5K | $15.9M | -2.44%(-1.56K) | $263.24(+13.53%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 5.7% | 45.0K | $9.7M | +0.85%(+380) | $217.78(+5.00%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 5.09% | 26.9K | $8.6M | +1.73%(+458) | $331.66(+9.97%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 4.41% | 12.5K | $7.5M | -2.08%(-266) | $619.76(+10.11%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.39% | 20.1K | $7.4M | -2.21%(-455) | $500.79(-19.09%) | 2026-03-31 | |
| SDY | SPDR SERIES TRUST | 2.14% | 24.9K | $3.6M | -0.83%(-207) | $139.61(+5.35%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 2.12% | 18.7K | $3.6M | -4.40%(-862) | $190.63(+6.45%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 2.04% | 12.1K | $3.5M | +2.64%(+310) | $72.97(+5.57%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 1.86% | 11.0K | $3.2M | +0.04%(+4) | $278.68(+43.19%) | 2026-03-31 | |
| XLU | SELECT SECTOR SPDR TR | 1.84% | 68.2K | $3.1M | -0.29%(-200) | $43.15(+3.53%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -16.29% | -41.35% |
| Top 20 Holdings Unweighted | -5.34% | -15.17% |
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