StockDriftsStockDriftsTop 50 Hhm Wealth Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHD | SCHWAB STRATEGIC TR | 18.25% | 5.16M | $158.2M | +2.75%(+138.22K) | $21.11(+50.14%) | 2026-03-31 | |
| SCHB | SCHWAB STRATEGIC TR | 14.9% | 5.15M | $129.2M | +2.16%(+108.94K) | $16.01(+74.51%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 12.08% | 3.59M | $104.7M | +3.22%(+112.31K) | $14.81(+124.35%) | 2026-03-31 | |
| SPMD | SPDR SERIES TRUST | 5.56% | 814.4K | $48.2M | +4.26%(+33.28K) | $51.89(+23.84%) | 2026-03-31 | |
| SPTS | SPDR SERIES TRUST | 4.4% | 1.31M | $38.2M | +19.35%(+212.06K) | $29.02(+0.07%) | 2026-03-31 | |
| VNQ | VANGUARD INDEX FDS | 3.11% | 304.2K | $27.0M | +5.32%(+15.36K) | $88.63(+8.04%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 3.07% | 1.07M | $26.6M | -1.10%(-11.98K) | $17.07(+56.11%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.01% | 68.8K | $17.5M | +3.06%(+2.04K) | $127.62(+122.67%) | 2026-03-31 | |
| CALF | PACER FDS TR | 1.97% | 380.2K | $17.1M | -49.91%(-378.77K) | $40.31(+20.12%) | 2026-03-31 | |
| FNDF | SCHWAB STRATEGIC TR | 1.93% | 342.3K | $16.7M | +6.25%(+20.14K) | $32.31(+61.17%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.26% | +41.49% |
| Top 20 Holdings Unweighted | +11.33% | +37.97% |
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