StockDriftsStockDriftsTop 50 Keyvantage Wealth, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 12.39% | 1.14M | $28.1M | +2.56%(+28.31K) | $19.63(+39.10%) | 2026-03-31 | |
| IVV | ISHARES CORE S&P 500 ETF | 10.87% | 37.8K | $24.7M | +5.50%(+1.97K) | $672.97(+10.81%) | 2026-03-31 | |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 9.7% | 266.1K | $22.0M | +6.50%(+16.23K) | $81.81(+0.91%) | 2026-03-31 | |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | 5.27% | 466.4K | $12.0M | -4.97%(-24.39K) | $22.90(+27.39%) | 2026-03-31 | |
| JAVA | JPMORGAN ACTIVE VALUE ETF | 4.6% | 145.5K | $10.4M | +4.77%(+6.62K) | $63.90(+19.54%) | 2026-03-31 | |
| VO | VANGUARD MID-CAP ETF | 3.85% | 30.4K | $8.7M | +0.73%(+222) | $66.21(+16.36%) | 2026-03-31 | |
| JGRO | JPMORGAN ACTIVE GROWTH ETF | 3.65% | 97.9K | $8.3M | -7.61%(-8.06K) | $78.02(+25.30%) | 2026-03-31 | |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | 3.57% | 277.8K | $8.1M | -5.92%(-17.47K) | $26.96(+27.31%) | 2026-03-31 | |
| DFEM | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | 3.32% | 218.3K | $7.5M | -0.05%(-111) | $26.46(+52.72%) | 2026-03-31 | |
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | 3.25% | 157.6K | $7.4M | +1.25%(+1.95K) | $37.01(+37.39%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.97% | +22.40% |
| Top 20 Holdings Unweighted | +6.42% | +20.52% |
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