StockDriftsStockDriftsTop 50 K2 Financial Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 9.4% | 189.1K | $12.9M | -3.40%(-6.65K) | $50.36(+40.26%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 8.27% | 405.5K | $11.4M | +6.53%(+24.86K) | $23.16(+25.93%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 5.68% | 105.8K | $7.8M | +4.52%(+4.58K) | $73.59(-0.55%) | 2026-03-31 | |
| SCHA | SCHWAB STRATEGIC TR | 4.09% | 174.6K | $5.6M | +2.06%(+3.52K) | $25.75(+28.52%) | 2026-03-31 | |
| MUB | ISHARES TR | 3.93% | 50.4K | $5.4M | +2.17%(+1.07K) | $107.46(-0.77%) | 2026-03-31 | |
| VTEB | VANGUARD MUN BD FDS | 3.88% | 105.7K | $5.3M | +3.44%(+3.52K) | $50.27(-0.34%) | 2026-03-31 | |
| SEIM | SEI EXCHANGE TRADED FUNDS | 3.87% | 105.0K | $5.3M | +1.80%(+1.85K) | $38.69(+36.17%) | 2026-03-31 | |
| SEIV | SEI EXCHANGE TRADED FUNDS | 3.73% | 116.6K | $5.1M | +0.33%(+389) | $33.82(+35.56%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.71% | 86.7K | $5.1M | +1.49%(+1.27K) | $45.97(+30.38%) | 2026-03-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 3.41% | 97.2K | $4.7M | +5.93%(+5.44K) | $49.50(-3.23%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.46% | +27.59% |
| Top 20 Holdings Unweighted | +6.61% | +21.18% |
Sign up free to track K2 Financial Inc., compare funds side by side, and get alerts the moment positions change.