StockDriftsStockDriftsTop 50 GHP Investment Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | 1.75% | 1.46M | $42.6M | +0.51%(+7.44K) | $9.82(+249.46%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.69% | 162.3K | $41.2M | -0.48%(-775) | $51.85(+476.42%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 1.41% | 119.7K | $34.3M | +2.76%(+3.21K) | $145.96(+173.39%) | 2026-03-31 | |
| IDV | ISHARES TR | 1.33% | 759.9K | $32.3M | +0.57%(+4.31K) | $29.03(+54.72%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 1.33% | 504.5K | $32.3M | -0.46%(-2.34K) | $42.53(+66.07%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 1.31% | 1.29M | $31.8M | +0.04%(+561) | $16.61(+64.37%) | 2026-03-31 | |
| MDYG | SPDR SERIES TRUST | 1.3% | 330.1K | $31.7M | +1.84%(+5.97K) | $64.37(+65.93%) | 2026-03-31 | |
| SCHV | SCHWAB STRATEGIC TR | 1.29% | 1.02M | $31.3M | +1.85%(+18.61K) | $18.65(+76.12%) | 2026-03-31 | |
| IEFA | ISHARES TR | 1.15% | 309.5K | $28.0M | +0.88%(+2.70K) | $65.74(+47.76%) | 2026-03-31 | |
| FNDC | SCHWAB STRATEGIC TR | 1.14% | 600.2K | $27.8M | +0.81%(+4.82K) | $33.63(+49.26%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.86% | +51.54% |
| Top 20 Holdings Unweighted | +15.43% | +53.79% |
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