StockDriftsStockDriftsTop 50 Investment Planning Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 12.19% | 578.2K | $44.3M | +10.32%(+54.11K) | $67.92(+28.64%) | 2026-03-31 | |
| MGC | VANGUARD WORLD FD | 9.89% | 152.0K | $35.9M | +11.53%(+15.70K) | $235.46(+16.03%) | 2026-03-31 | |
| VCRB | VANGUARD MALVERN FDS | 7.78% | 365.1K | $28.2M | +25.60%(+74.41K) | $77.93(-1.22%) | 2026-03-31 | |
| RWL | INVESCO EXCH TRADED FD TR II | 7.71% | 243.7K | $28.0M | +46.94%(+77.85K) | $108.54(+15.23%) | 2026-03-31 | |
| FRDM | EA SERIES TRUST | 7.08% | 470.3K | $25.7M | -15.87%(-88.71K) | $38.29(+77.16%) | 2026-03-31 | |
| VXF | VANGUARD INDEX FDS | 6.77% | 119.5K | $24.6M | +11.78%(+12.59K) | $184.27(+23.52%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 6.44% | 98.5K | $23.4M | +54.72%(+34.83K) | $212.90(+38.17%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 4.69% | 373.0K | $17.0M | +0.90%(+3.33K) | $45.44(+0.15%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 3.5% | 514.3K | $12.7M | +61.48%(+195.80K) | $23.40(+16.68%) | 2026-03-31 | |
| FLOT | ISHARES TR | 2.97% | 211.8K | $10.8M | new | $50.91(+0.05%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.86% | +29.00% |
| Top 20 Holdings Unweighted | +6.67% | +21.38% |
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