StockDriftsStockDriftsTop 50 Hbc Financial Services, Pllc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWB | iShares Russell 1000 ETF | 30.15% | 152.7K | $49K | -3.25%(-5.13K) | — | 2024-12-31 | |
| IJH | iShares Core S&P Mid-Cap ETF | 29.18% | 764.3K | $48K | -0.84%(-6.51K) | — | 2024-12-31 | |
| MUB | iShares National Muni Bond ETF | 9.35% | 143.2K | $15K | +7.56%(+10.06K) | — | 2024-12-31 | |
| AGG | iShares Core US Aggregate Bond ETF | 7.95% | 133.9K | $13K | +7.86%(+9.75K) | — | 2024-12-31 | |
| MSFT | Microsoft Corp | 4.14% | 16.0K | $7K | +0.04%(+6) | — | 2024-12-31 | |
| SBUX | Starbucks Corp | 2.41% | 43.0K | $4K | +0.00%(+2) | — | 2024-12-31 | |
| VB | Vanguard Small-Cap ETF | 2.14% | 14.5K | $3K | -0.89%(-130) | — | 2024-12-31 | |
| AAPL | Apple Inc | 1.6% | 10.4K | $3K | +0.00%(+0) | — | 2024-12-31 | |
| VTI | Vanguard Total Stock Market ETF | 1.48% | 8.3K | $2K | -11.51%(-1.08K) | — | 2024-12-31 | |
| VIG | Vanguard Dividend Appreciation ETF | 1.17% | 9.8K | $2K | -2.26%(-226) | — | 2024-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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