StockDriftsStockDriftsTop 50 Hart & Patterson Financial Group Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 9.93% | 427.1K | $20.4M | +3.98%(+16.37K) | — | 2024-12-31 | |
| SCHX | SCHWAB STRATEGIC TR | 7.15% | 635.1K | $14.7M | +186.98%(+413.78K) | — | 2024-12-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 4.57% | 191.8K | $9.4M | +2.21%(+4.15K) | — | 2024-12-31 | |
| VTIP | VANGUARD MALVERN FDS | 4.17% | 177.2K | $8.6M | +2.28%(+3.95K) | — | 2024-12-31 | |
| SEIM | SEI EXCHANGE TRADED FUNDS | 3.98% | 212.0K | $8.2M | -10.51%(-24.89K) | — | 2024-12-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.96% | 184.9K | $8.1M | -2.02%(-3.81K) | — | 2024-12-31 | |
| SEIV | SEI EXCHANGE TRADED FUNDS | 3.88% | 240.8K | $8.0M | -4.79%(-12.11K) | — | 2024-12-31 | |
| SPHY | SPDR SER TR | 3.58% | 313.7K | $7.4M | +2.48%(+7.58K) | — | 2024-12-31 | |
| SCHP | SCHWAB STRATEGIC TR | 3.4% | 270.8K | $7.0M | +107.04%(+139.99K) | — | 2024-12-31 | |
| BSV | VANGUARD BD INDEX FDS | 3.32% | 88.5K | $6.8M | +2.25%(+1.95K) | — | 2024-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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