StockDriftsStockDriftsTop 50 Heritage Wealth Management, Inc. /CA/ Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVLV | AMERICAN CENTY ETF TR | 10.13% | 225.2K | $18.2M | +4.14%(+8.94K) | $58.46(+55.38%) | 2026-03-31 | |
| SGOV | ISHARES TR | 8.18% | 145.7K | $14.7M | +183.35%(+94.26K) | $100.57(-0.13%) | 2026-03-31 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 7.6% | 232.8K | $13.6M | +85.23%(+107.12K) | $58.36(-0.49%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 6.17% | 379.4K | $11.1M | +7.13%(+25.25K) | $21.24(+60.66%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.77% | 26.6K | $6.8M | +1.23%(+324) | $191.65(+61.04%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 3.33% | 81.1K | $6.0M | +30.45%(+18.94K) | $72.93(+0.25%) | 2026-03-31 | |
| SCHR | SCHWAB STRATEGIC TR | 2.99% | 215.5K | $5.4M | +5.38%(+11.01K) | $24.51(+0.31%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 2.78% | 128.4K | $5.0M | -2.51%(-3.30K) | $27.72(+59.66%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 2.56% | 14.8K | $4.6M | -0.12%(-18) | $199.87(+80.34%) | 2026-03-31 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 2.37% | 29.1K | $4.3M | -0.13%(-38) | $31.68(+308.15%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.45% | +34.74% |
| Top 20 Holdings Unweighted | +9.47% | +31.18% |
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