StockDriftsStockDriftsTop 50 HORAN Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 25.52% | 392.6K | $268.6M | +99.99%(+196.29K) | $657.01(+13.91%) | 2026-03-31 | |
| IJH | ISHARES TR | 9.33% | 1.47M | $98.2M | +100.37%(+736.44K) | $64.35(+18.24%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.27% | 88.0K | $34.4M | +102.21%(+44.47K) | $437.70(-10.79%) | 2026-03-31 | |
| IJR | ISHARES TR | 3.2% | 279.5K | $33.6M | +100.00%(+139.76K) | $118.04(+24.09%) | 2026-03-31 | |
| PG | PROCTER & GAMBLE CO | 2.57% | 188.5K | $27.1M | +98.41%(+93.51K) | $150.94(+0.31%) | 2026-03-31 | |
| SCHB | SCHWAB STRATEGIC TR | 2.51% | 1.05M | $26.5M | +102.52%(+532.27K) | $24.24(+19.08%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.51% | 102.4K | $26.4M | -0.16%(-161) | $218.50(+41.25%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 2.33% | 289.6K | $24.5M | +2.73%(+7.70K) | $75.25(+19.50%) | 2026-03-31 | |
| UITB | VICTORY PORTFOLIOS II | 1.84% | 411.1K | $19.3M | -1.01%(-4.19K) | $47.02(-0.46%) | 2026-03-31 | |
| FNDA | SCHWAB STRATEGIC TR | 1.78% | 577.1K | $18.7M | +101.97%(+291.35K) | $30.08(+25.08%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.13% | +26.44% |
| Top 20 Holdings Unweighted | +5.91% | +18.81% |
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