StockDriftsStockDriftsTop 50 Hrc Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | 30.96% | 2.25M | $65.5M | +0.06%(+1.29K) | $20.19(+71.84%) | 2026-03-31 | |
| SCHV | SCHWAB STRATEGIC TR | 18.86% | 1.31M | $39.9M | +1.66%(+21.41K) | $23.02(+43.22%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 15.22% | 1.26M | $32.2M | +0.36%(+4.56K) | $18.34(+60.32%) | 2026-03-31 | |
| VOT | VANGUARD INDEX FDS | 7.76% | 63.9K | $16.4M | +93.54%(+30.86K) | $249.08(+16.20%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 3.95% | 272.4K | $8.4M | +7.59%(+19.21K) | $25.01(+27.17%) | 2026-03-31 | |
| SLYG | SPDR SERIES TRUST | 3.47% | 76.1K | $7.4M | +2.35%(+1.75K) | $86.59(+24.47%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.84% | 23.7K | $6.0M | +0.10%(+23) | $187.66(+58.91%) | 2026-03-31 | |
| VT | VANGUARD INTL EQUITY INDEX F | 1.07% | 16.4K | $2.3M | +0.86%(+140) | $101.85(+53.19%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 0.97% | 11.7K | $2.0M | +3.27%(+372) | $81.80(+188.18%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 0.81% | 3.0K | $1.7M | +8.40%(+231) | $426.67(+68.70%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.94% | +64.07% |
| Top 20 Holdings Unweighted | +14.97% | +51.96% |
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