StockDriftsStockDriftsTop 50 Hartmann Taylor Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 13.82% | 106.5K | $20.9M | +2.95%(+3.05K) | $172.85(+20.55%) | 2026-03-31 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 10.93% | 411.2K | $16.5M | +2.83%(+11.33K) | $37.38(+23.94%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 9.17% | 326.0K | $13.9M | +9.08%(+27.13K) | $36.78(+29.97%) | 2026-03-31 | |
| CGBL | CAPITAL GROUP CORE BALANCED | 7.42% | 326.2K | $11.2M | +0.91%(+2.93K) | $31.53(+18.49%) | 2026-03-31 | |
| CGMU | CAPITAL GRP FIXED INCM ETF T | 5.86% | 326.6K | $8.9M | +41.05%(+95.03K) | $27.06(+0.89%) | 2026-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 5.63% | 113.4K | $8.5M | +3.65%(+3.99K) | $61.39(+35.13%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 4.64% | 90.9K | $7.0M | +5.72%(+4.92K) | $62.46(+36.22%) | 2026-03-31 | |
| SCHB | SCHWAB STRATEGIC TR | 3.79% | 228.2K | $5.7M | +0.00%(+0) | $22.12(+29.14%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 2.98% | 17.2K | $4.5M | +1.31%(+222) | $232.18(+23.04%) | 2026-03-31 | |
| CGSM | CAPITAL GRP FIXED INCM ETF T | 2.71% | 155.9K | $4.1M | -5.39%(-8.88K) | $26.08(+0.89%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.72% | +43.22% |
| Top 20 Holdings Unweighted | +10.61% | +35.31% |
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