StockDriftsStockDriftsTop 50 Friday Financial Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | 22.8% | 464.6K | $66.2M | +4.48%(+19.92K) | $132.23(+19.86%) | 2026-03-31 | |
| BSVO | EA SERIES TRUST | 6.74% | 770.9K | $19.6M | +8.25%(+58.78K) | $21.95(+26.99%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 6.32% | 630.0K | $18.4M | +0.68%(+4.26K) | $27.81(+19.47%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 4.6% | 224.0K | $13.3M | +1.07%(+2.36K) | $59.35(-0.53%) | 2026-03-31 | |
| IDEV | ISHARES TR | 4.22% | 146.7K | $12.3M | +1.01%(+1.46K) | $71.17(+23.70%) | 2026-03-31 | |
| AVDV | AMERICAN CENTY ETF TR | 4.05% | 117.7K | $11.8M | +2.14%(+2.47K) | $73.61(+44.14%) | 2026-03-31 | |
| DFSD | DIMENSIONAL ETF TRUST | 3.63% | 219.9K | $10.5M | +9.95%(+19.89K) | $47.57(+0.68%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 3.5% | 331.4K | $10.2M | +1.79%(+5.83K) | $27.53(+15.12%) | 2026-03-31 | |
| CWI | SPDR INDEX SHS FDS | 3.31% | 262.6K | $9.6M | +1.05%(+2.74K) | $29.90(+31.56%) | 2026-03-31 | |
| SCHV | SCHWAB STRATEGIC TR | 3.3% | 314.4K | $9.6M | +1.32%(+4.09K) | $27.09(+20.17%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.43% | +17.19% |
| Top 20 Holdings Unweighted | +5.32% | +16.83% |
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