StockDriftsStockDriftsTop 50 John W. Brooker & Co., Cpas Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 7.51% | 8.0K | $4.8M | +161.47%(+4.93K) | $615.18(+8.15%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 4.85% | 100.3K | $3.1M | +3.94%(+3.80K) | $23.69(+33.75%) | 2026-03-31 | |
| TOTL | SSGA ACTIVE ETF TR | 4.57% | 73.1K | $2.9M | -3.77%(-2.86K) | $43.47(-9.14%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 4.54% | 6.6K | $2.9M | +132.34%(+3.76K) | $74.15(+13.71%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 4.51% | 56.6K | $2.9M | -20.01%(-14.15K) | $50.47(-0.02%) | 2026-03-31 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 4.32% | 58.2K | $2.7M | -18.76%(-13.44K) | $46.76(+0.06%) | 2026-03-31 | |
| PYLD | PIMCO ETF TR | 4.03% | 97.7K | $2.6M | +50.49%(+32.77K) | $26.36(-0.12%) | 2026-03-31 | |
| IJR | ISHARES TR | 3.93% | 20.1K | $2.5M | -21.43%(-5.48K) | $89.66(+54.03%) | 2026-03-31 | |
| BOND | PIMCO ETF TR | 3.18% | 21.9K | $2.0M | -28.41%(-8.69K) | $105.56(-12.99%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 3.11% | 6.9K | $2.0M | +52.56%(+2.37K) | $60.75(+27.90%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.13% | +19.53% |
| Top 20 Holdings Unweighted | +8.24% | +26.82% |
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