StockDriftsStockDriftsTop 50 Financial Planning Navigators CORP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VV | VANGUARD INDEX FDS | 23.38% | 178.4K | $53.3M | +4.16%(+7.13K) | $311.15(+9.69%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 20.36% | 724.7K | $46.4M | +0.44%(+3.20K) | $61.20(+15.40%) | 2026-03-31 | |
| SCHM | SCHWAB STRATEGIC TR | 10.12% | 746.0K | $23.1M | +0.74%(+5.50K) | $29.86(+15.44%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 7.27% | 479.8K | $16.6M | +1.29%(+6.11K) | $32.59(+23.99%) | 2026-03-31 | |
| STIP | ISHARES TR | 3.78% | 83.4K | $8.6M | +2.14%(+1.75K) | $102.88(+0.82%) | 2026-03-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 3.74% | 177.7K | $8.5M | +2.74%(+4.74K) | $48.87(-1.99%) | 2026-03-31 | |
| SPIB | SPDR SERIES TRUST | 3.74% | 254.2K | $8.5M | +3.74%(+9.16K) | $33.84(-1.22%) | 2026-03-31 | |
| AGG | ISHARES TR | 3.73% | 85.7K | $8.5M | +3.20%(+2.66K) | $100.05(-1.38%) | 2026-03-31 | |
| JBND | J P MORGAN EXCHANGE TRADED F | 3.72% | 157.9K | $8.5M | +3.78%(+5.75K) | $54.11(-1.44%) | 2026-03-31 | |
| VTEB | VANGUARD MUN BD FDS | 2.3% | 105.1K | $5.2M | +23.71%(+20.14K) | $50.16(-0.13%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -1.17% | -3.46% |
| Top 20 Holdings Unweighted | -5.95% | -16.82% |
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