StockDriftsStockDriftsTop 50 HBK Sorce Advisory LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 20.64% | 34.88M | $1.01B | +1.17%(+404.27K) | $14.68(+100.23%) | 2026-03-31 | |
| VCRB | VANGUARD MALVERN FDS | 17.43% | 11.05M | $854.4M | +19.12%(+1.77M) | $77.57(-0.92%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 11.3% | 7.82M | $553.9M | +0.69%(+53.80K) | $42.80(+65.44%) | 2026-03-31 | |
| DFVX | DIMENSIONAL ETF TRUST | 7.29% | 4.43M | $357.4M | +2.81%(+120.81K) | $60.93(+35.22%) | 2026-03-31 | |
| VCRM | VANGUARD MUN BD FDS | 5.35% | 3.46M | $262.1M | +924.13%(+3.12M) | $75.32(+1.23%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 2.71% | 3.25M | $132.7M | +4.20%(+131.00K) | $32.51(+21.13%) | 2026-03-31 | |
| AAPL | APPLE INC | 2% | 334.8K | $98.2M | -1.06%(-3.60K) | $110.92(+178.24%) | 2026-03-31 | |
| SCHB | SCHWAB STRATEGIC TR | 1.82% | 3.13M | $89.0M | +0.78%(+24.32K) | $13.41(+115.23%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 1.1% | 79.3K | $53.8M | +1.80%(+1.41K) | $382.26(+79.15%) | 2026-03-31 | |
| OMFL | INVESCO EXCH TRD SLF IDX FD | 1.02% | 744.7K | $50.1M | -4.55%(-35.52K) | $37.28(+84.60%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.26% | +41.47% |
| Top 20 Holdings Unweighted | +12.68% | +43.05% |
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