StockDriftsStockDriftsTop 49 Holcombe Financial, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHO | SCHWAB STRATEGIC TR | 14.69% | 1.03M | $25.0M | +7.26%(+69.73K) | $24.29(-0.81%) | 2026-03-31 | |
| AAPL | APPLE INC | 13.03% | 87.3K | $22.2M | -0.31%(-271) | $232.35(+32.83%) | 2026-03-31 | |
| OVLH | LISTED FDS TR | 7.81% | 350.9K | $13.3M | +7.41%(+24.21K) | $35.11(+18.66%) | 2026-03-31 | |
| SCHR | SCHWAB STRATEGIC TR | 7.49% | 511.4K | $12.7M | +6.73%(+32.23K) | $24.93(-1.38%) | 2026-03-31 | |
| STIP | ISHARES TR | 7% | 115.2K | $11.9M | +5.81%(+6.32K) | $101.16(+0.07%) | 2026-03-31 | |
| DBND | DOUBLELINE ETF TRUST | 7% | 260.0K | $11.9M | +8.64%(+20.67K) | $46.42(-2.26%) | 2026-03-31 | |
| OVT | LISTED FDS TR | 6.78% | 526.5K | $11.5M | +5.07%(+25.38K) | $22.36(-2.38%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 4.32% | 86.6K | $7.4M | +13.04%(+10.00K) | $66.64(+34.93%) | 2026-03-31 | |
| DCRE | DOUBLELINE ETF TRUST | 3.69% | 120.9K | $6.3M | +5.64%(+6.45K) | $51.74(-0.30%) | 2026-03-31 | |
| IQDF | FLEXSHARES TR | 3.43% | 184.3K | $5.8M | +9.32%(+15.71K) | $28.70(+19.36%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +3.74% | +11.65% |
| Top 20 Holdings Unweighted | +10.85% | +36.22% |
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