StockDriftsStockDriftsTop 36 Investments & Financial Planning, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VB | VANGUARD INDEX FDS | 21.21% | 148.7K | $39.0M | -0.68%(-1.01K) | $211.62(+41.92%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 19.45% | 364.9K | $35.7M | +1.51%(+5.42K) | $68.03(+72.27%) | 2026-03-31 | |
| IJH | ISHARES TR | 14.94% | 406.3K | $27.4M | +0.36%(+1.47K) | $54.66(+39.21%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 9.05% | 57.9K | $16.6M | +1.01%(+581) | $55.19(+45.87%) | 2026-03-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 5.87% | 135.9K | $10.8M | -0.27%(-362) | $79.62(-1.04%) | 2026-03-31 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 5.6% | 255.8K | $10.3M | +2.17%(+5.43K) | $26.20(+77.60%) | 2026-03-31 | |
| URTH | ISHARES INC | 5.47% | 55.8K | $10.1M | +2.79%(+1.51K) | $127.63(+58.78%) | 2026-03-31 | |
| VT | VANGUARD INTL EQUITY INDEX F | 4.02% | 53.4K | $7.4M | -1.35%(-729) | $104.64(+49.25%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.36% | 24.8K | $4.3M | +2.17%(+527) | $32.22(+504.78%) | 2026-03-31 | |
| BIV | VANGUARD BD INDEX FDS | 2.27% | 54.1K | $4.2M | +17.69%(+8.13K) | $82.50(-7.36%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.84% | +47.52% |
| Top 20 Holdings Unweighted | +15.46% | +53.93% |
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